The biggest thing I've learned is to listen to a founder's vision for what their company wants to be versus coming in with my own vision of what's possible. It's really important to get excited about the founders' vision versus my own excitement about what this company could become.

the the biggest thing I've learned is to listen to a founder's vision for what their company what they want their company to be and where they want it to go.

4:16 / 4:49

the the biggest thing I've learned is to listen to a founder's vision for what their company what they want their company to be and where they want it to go. I'm on the relative spectrum of investors. I would say I'm much more thematic. And so I often come in to conversations if I say we were talking about supply chain and logistics. I've probably met, you know, three or four dozen companies over the years that are doing something in supply chain and logistics. And so I have a point of view on where the opportunities are, where I think there are opportunities to

Why this clip

Offers a clear, actionable framework for investor behavior with strong contrast between right and wrong approaches. The specificity about being 'thematic' and having met 'three or four dozen companies' adds credibility and relatability.

4:16 - 4:4933sPractical Framework

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When we got started with the help of our sponsoring funds, Accel, Redpoint, Oak, and Worldview, they had portfolios full of companies they'd invested in in the nineties. As we went through the tech bubble, money dried up, opportunities dried up.

1:35 - 19s · Origin Story

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