▶ 47:55 · $REVENUECAT · Nico Wetenborn: RevenueCat data shows explosion of new consumer apps raising venture bar

episode briefing

Pacing the Frontier, Perfect Little Angels, Nico Wittenborn IRL, Home Depot with Acquired

2026-09-14 · 8 company · 0 thematic

sentiment

7 bull0 bear1 neu

speakers

Former investor at Point Nine (early Zendesk, Loom) and Insight Partners (consumer mobile); founded Adjacent in 2019 as solo GP, now investing Fund IV; backed Aura, Speechify, RevenueCat, Popcorn, Inversion Space, Tractive (sold to Bending Spoons).

scott

Co-founder of Cognition, an AI coding agent company. Former founder hired by Joe Lonsdale in a previous venture. Leads a team of 20+ Olympiad gold medalists building autonomous software engineering agents.

ben

Co-host of the Acquired podcast with David, which analyzes business histories and strategies. They interviewed Andrew Ross Sorkin about his media career and productivity.

farajali

40-year semiconductor veteran; founded two public semiconductor companies (DSL and 10G data center chips); now building AI for chip design (ACI) to collapse design cycles using proprietary dataset and physicist-designer pairing.

quote

“one of the other like proxy investments I did with fund one is a company called revenue cat which is powering 60% of the new launched apps um with the subscriptions today um and through that we can see it's just like an immense increase in…”

—nico wettenborn

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