<p>A wide-ranging conversation with Lead Edge Capital&#39;s Evan Skorpen talking about applying a concentrated, long-term strategy to growth tech investing. Key topics include capital allocation, executive incentives, and investing in &quot;air pockets.&quot;</p><p>[00:00:00] Podcast and guest introduction</p><p>[00:02:59] Lead Edge strategy overview</p><p>[00:07:16] AI’s impact on software</p><p>[00:13:32] How CEOs react to markets</p><p>[00:24:29] Investor days and messaging</p><p>[00:30:40] Remitly’s capital allocation shift</p><p>[00:36:09] Importance of long-term KPIs</p><p>[00:44:07] Aligning shareholder and board goals</p><p>[00:46:37] Incentives and externalities discussed</p><p>[00:51:17] M&amp;A risk versus growth</p><p>[00:57:49] Lead Edge’s unique investing edge</p><p>[01:01:53] AI risk to software moats</p><p>Links:</p><p>Yet Another Value Blog - https://www.yetanothervalueblog.com </p><p>See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer</p>