A LinkedIn post from Base10 Partners highlights a recent podcast appearance by partner Adeyemi Ajao on Startupeable with host Enzo Cavalie. The discussion reportedly covers Base10’s approach to backing startups that compete directly for payroll rather than selling traditional software, as well as how the firm evaluates companies growing more than 500% per year.
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The post also notes commentary on sales strategies for immigrant founders, faster-than-expected adoption of artificial intelligence, and lessons drawn from a decision not to invest in Palantir. For investors, these themes may offer insight into Base10’s risk appetite, pattern recognition around hypergrowth, and its thesis on AI adoption, which could influence portfolio construction and sector focus over the medium term.
Emphasis on startups competing for payroll suggests an interest in businesses positioned close to core customer spending, potentially implying a focus on durable revenue streams and pricing power. The reflections on missed opportunities such as Palantir and on U.S.-style sales execution may signal a continuous refinement of Base10’s investment framework, which could affect future deal selection and the firm’s competitive positioning in venture capital markets.