Vertical integration versus unbundling

Eric Byunn of Centana Growth joins Nick to discuss The Future of Fintech, If VC Growth Has Become a New Asset Class, and the Case For and Against Vertical Integration in the AI Age. In this episode we cover:

• Due Diligence and Value Creation
• Investment in Jumio and Identity Verification
• Growth Expectations and Market Realities
• Lessons from Netscape and Industry Evolution
• Investor Responsiveness and Connectivity

Guest Links:

• Eric's LinkedIn
• Centana Growth Partners' LinkedIn
• Centana Growth Partners' Website

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

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