Sandesh Patnam on AI’s $3T Market Shift, Private Credit Risks, and Netscape vs. Google

Sandesh Patnam of Premji Invest joins Nick to discuss The Downstream Effects of SpaceX, OpenAI, and Anthropic Soaking Up $3T in the Public Market, Who Is Netscape and Who Is Google in the AI Era, and the Impact of Private Credit Redemption Requests on PE and VC. In this episode, we cover: Themes and Dynamics of the Current AI Shift Investment Opportunities and Challenges Thesis and Focus at Premji Invest Advice for AI Companies and Public Markets Impact of Mega IPOs on Private Markets Challenges in Private Equity and Private Credit Listening as a Secret Weapon Connect with Sandesh: Sandesh’s LinkedIn:   / sandeshpatnam   Sandesh’s X: https://x.com/sandesh_patnam Premji Invest’s LinkedIn:   / premji-invest-us   Premji Invest’s Website: http://www.premjiinvest.com/ 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. 🔗 Connect with Nick on LinkedIn -   / nick-moran-a738503   You can learn more about New Stack Ventures by visiting our website (https://www.newstack.com/) or LinkedIn (  / new-stack-ventures  . 🔗Link to our website: https://fullratchet.net/ 🍏Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast... 🎧Listen on Spotify: https://open.spotify.com/show/31D2vzs... Want to keep up to date with The Full Ratchet? Follow us on social: Instagram:   / tfr_pod   LinkedIn:   / the-full-ratchet   TikTok:   / tfr_pod   Twitter: https://x.com/tfr_pod