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AI, Control Points, and the Next Wave of Vertical SaaS with Tidemark Capital founder, Dave Yuan artwork
Technology

AI, Control Points, and the Next Wave of Vertical SaaS with Tidemark Capital founder, Dave Yuan

Orbit - An Hg Podcast by Hg

Jun 5, 202500:47:49Technology

In this compelling conversation, Tidemark Capital founder Dave Yuan shares his journey from Bain consultant to building one of the most thoughtful voices in vertical SaaS investing. Yuan reveals his "control point" philo...