Make Cents
Medha Agarwal, Noah LinMaking sense of all things software and tech. I'll unpack the what, why, and how of buzzy trends. There will definitely be (more than a few) hot takes, a breakdown of the trend, and takeaways that are actionable for founders and operators.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 71 | Founded | 5 years ago | Last Issue | 13 days ago |
| Active | |||||
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makecents.substack.comLatest Issues
From Models to Machines: The Physical AI Market Map
Over the past several years, the focus of AI has mostly been about automating the digital world. Models trained to generate text, write code, summarize documents, and answer questions. At defy.vc we have been excited by the next wave of AI...
How Bigger ACVs Are Bringing Direct Sales Back To Vertical AI
For more than a decade, customers spent their software budget procuring vertical SaaS products. ACVs were modest, CAC had to stay below a ceiling, and the resulting GTM playbook was PLG, SDR-led, and content-driven.
With AI, many products...
Post-Sales GTM: Following Customers Without Following Them Everywhere
AI-first startups spend a lot of time thinking about GTM levers before the sale. In a previous post, we dug into four key areas that matter most in the early sales motion: Pricing and ROI Strategy, Discovery and Qualification, Consultative...
Investing in Interface: The AI Platform Making Industrial Safety A Reality
At defy.vc, we’ve been investing in vertical software since the firm was founded 9 years ago — backing founders who deeply understand their industries and who build product from the domain outward, not the other way around.
In this new era...
Announcing Defy.vc’s Investment in Birches Health: Leading the Fight Against Gambling Addiction
We are thrilled to announce our investment in Birches Health as they come out of stealth with $20 million in seed and Series A funding. Birches is the leading national provider of specialized treatment for gambling addiction and other behav...
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The writers behind this newsletter.
General Partner @Defyvc. Inception, seed + Series A. Proud @HarvardHBS @Harvard @Redpoint @Radlwtcrew @Bainalerts alumna. Recovering New Yorker, loving SF
Investor @ Defy.VC
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