Dave Lambert, founder and managing director of Right Side Capital Management, explains why early-stage companies are reaching revenue faster, operating with smaller teams, and potentially needing far less venture capital.

Drawing on insights from more than 2,000 portfolio companies, Dave joins Ian Bergman to explore what investors now look for in AI startups and how founders can compete in a market where software is easier than ever to build.

Key Topics

🤖 How AI is reshaping startup economics

📉 The falling cost of building and scaling software

🚀 Why AI startups are reaching revenue faster

⚙️ AI agents that execute work, not just assist humans

💰 Capital efficiency and the changing need for venture funding

📊 What investors now look for in early-stage companies

🏢 Why enterprises are adopting startup technology faster

🛡️ Building products that remain defensible as AI improves

🔧 The return of hardware, marketplaces, and tech-enabled services

📣 Why branding and customer acquisition will matter more

🌱 When founders should avoid traditional venture capital

📈 Profitability, EBITDA, and the future of startup valuations

🧠 The psychology behind investor decisions

🔮 Technology hype, adoption, and predicting the future

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