PERSON DIRECTORY
Evan Skorpen
Evan Skorpen appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Investing in growth tech with Lead Edge Capital's Evan Skorpen
Lead Edge Capital buys concentrated stakes in growth winners during valuation “air pockets,” not merely cheap declining software, seeking real customer ROI and unique delivery capability.Skorpen sees software’s selloff partly as maturation from 20–30% growth to the high teens, making lower entry valuations strategically useful, while AI may capture the interface above sticky systems of record such as Workday.