Discover/The Venture Capital Podcast

Contrarian vs Consensus: The Nordic VC Playbook (Stine Sørensen, Alliance VC)

The Venture Capital PodcastJan 5, 202647 min

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4:11· 26sOrigin Story

my partner, he he told me that we rejected their proposal, like, five times. And and so it took some time before we built the conviction because it was obviously way way ahead of things. But with the right time and the right people around, and we obviously came to a consensus around investing in in in OneX. And now it's obviously also a very valuable company in our portfolio.

4:11 / 4:37

And and and again, going to of of how did we decide to invest in this in this kind of company, I think, my partner, he he told me that we rejected their proposal, like, five times. Mhmm. And and so it took some time before we built the conviction because it was obviously way way ahead of things. But with the right time and the right people around, and we obviously came to a consensus around investing in in in OneX. And now it's obviously also a very valuable company in our portfolio. Yeah. That that's awesome.

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The Venture Capital Podcast

Origin Story

my partner, he he told me that we rejected their proposal, like, five times. And and so it took some time before we built the conviction because it was obviously way way ahead of things. But with the right time and the right people around, and we obviously came to a consensus around investing in in in OneX. And now it's obviously also a very valuable company in our portfolio.

This is a perfect origin story showing persistence paying off - rejected 5 times before becoming valuable. The specific number creates memorability and the redemption arc makes it highly shareable, especially given OneX's current prominence.

4:11 - 4:3726s

The Venture Capital Podcast

Domain Expertise

if you look at the software and general in the industry, it is actually very much old school systems and legacy systems that we see in the interface and the software. Even the UI is is old school. So we will see the next generations of both, sort of industry robots but also humanoids and those things is will go through a lot of change, I would say.

This provides insider perspective on robotics industry inefficiencies, highlighting the UI/software opportunity while industrial robots are getting attention. The 'old school' repetition emphasizes the opportunity size.

4:52 - 5:3542s

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