307. Public Sector Tech, the Merits of Hyper Concentration, and Why Google is More Frightening than the NSA (Yanev Suissa)
Yanev Suissa of SineWave Ventures joins Nick to discuss Public Sector Tech, the Merits of Hyper Concentration, and Why Google is More Frightening than the NSA. In this episode we cover:
- You've talked about investing "where the Valley, the Fortune 500, and the public sector intersect". How is this different from the typical Valley-based investor?
- Are there any advantages to working with public sector buyers?
- Is there legislative risk you take on by selling to an administration?
- Where do you see the biggest opportunities are coming out of the infrastructure bill?
- Rapid fire round of questions.
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