A wide-ranging conversation with Lead Edge Capital's Evan Skorpen talking about applying a concentrated, long-term strategy to growth tech investing. Key topics include capital allocation, executive incentives, and investing in "air pockets." [00:00:00] Podcast and guest introduction [00:02:59] Lead Edge strategy overview [00:07:16] AI’s impact on software [00:13:32] How CEOs react to markets [00:24:29] Investor days and messaging [00:30:40] Remitly’s capital allocation shift [00:36:09] Importance of long-term KPIs [00:44:07] Aligning shareholder and board goals [00:46:37] Incentives and externalities discussed [00:51:17] M&A risk versus growth [00:57:49] Lead Edge’s unique investing edge [01:01:53] AI risk to software moats Links: Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer
