EPISODE · Mar 23, 2026 · 11 MIN
HOTC #1: SaaS Isn't Dead, Your Moat Might Be, and Why Plumbers Will Out-Earn Lawyers
from Hot Off the Cap Table with Charlotte Ketelaar · host HOTC
In our very first episode, I break down three stories shaping how VCs think right now: why the "SaaS is dead" narrative is an overreaction, the 8 moats framework every founder needs before their next pitch, and why by 2029 the fundraising landscape looks completely different than you think.Topics for show notes:Why the SaaS panic is an overreaction, and what it means for founders raising nowGokul Rajaram's 8 Moats Framework and how to use it in your pitchDaniel Priestley's prediction on AI disruption and Jevons ParadoxElena Verna's GTM playbook from Lovable's $350M ARR runHow to answer the GTM question in a way that actually gets funded
What this episode covers
In our very first episode, I break down three stories shaping how VCs think right now: why the "SaaS is dead" narrative is an overreaction, the 8 moats framework every founder needs before their next pitch, and why by 2029 the fundraising landscape looks completely different than you think.Topics for show notes:Why the SaaS panic is an overreaction, and what it means for founders raising nowGokul Rajaram's 8 Moats Framework and how to use it in your pitchDaniel Priestley's prediction on AI disruption and Jevons ParadoxElena Verna's GTM playbook from Lovable's $350M ARR runHow to answer the GTM question in a way that actually gets funded
NOW PLAYING
HOTC #1: SaaS Isn't Dead, Your Moat Might Be, and Why Plumbers Will Out-Earn Lawyers
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.