{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/604ae8fb17ac2d24703741ad/604ae90446f4f67d027c520f?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"E36: Ajay Agarwal, Partner at Bain Capital shares insights on culture evolving from sales-driven to product-driven, why enterprise software is the ideal business, best investments & anti-portfolio","description":"<p>0:51 Jason intros Bain Capital's Ajay Agarwal</p> <p>3:17 Are we experiencing late-stage capitalism? Is capitalism broken?</p> <p>8:22 Why is upward mobility stalling?</p> <p>15:29 What is it about founders & startups that made him dedicate his life's work to?</p> <p>18:46 What piece of knowledge got him in startups? Ajay describes gross margin & incremental costs</p> <p>23:03 Two insights on why enterprise software is the best business</p> <p>30:11 Mitt Romney at Bain Capital & issues with cultural appropriation</p> <p>36:44 Ajay's early days at Trilogy Software, how software sales were different in the 1990s</p> <p>42:23 Companies going from sales-driven culture to product-driven</p> <p>46:52 Ajay describes one of his best investments: FourKites</p> <p>49:13 Ajay describes the biggest miss of his anti-portfolio: Pinterest, and why some firms care about stage and some are stage-agnostic</p> <p>54:57 Has Bain ever participated in every round of a companies life-cycle?</p> <p>58:15 Effects of the SoftBank Vision Fund on venture capital as a whole</p>","author_name":"Jason Calacanis"}