461 | Lucas Vaz: Navigating Decaying Infrastructure, Failing Institutions, and Geopolitical Threats with “Critical Software”

Lucas Vaz, Founder and General Partner of Ravelin Capital, joins The Realignment. Marshall and Lucas discuss, Ravelin, his newly launched fund focused on "critical software." They discuss how successful critical software startups can address the looming challenges posed by decaying infrastructure, failing institutions, and geopolitics, his previous investments in companies like Apex and Hadrian, the generational opportunity to utilize software to address real-world problems, and the ins and outs of launching a new fund amid market uncertainty in the tech industry.