Early Stage Investing

3 clips

Riding Unicorns

VC admits venture industry isn't getting something right with founders

Matt Chandler from Octopus Ventures acknowledges issues within the venture capital industry and begins to explain what VCs are getting wrong by focusing on feedback from various founder groups. He frames his critique around putting the customer (founders) first, suggesting VCs may be missing key insights about early-stage market dynamics.

28:20 - 28:5333s

vc-industry-critique founder-feedback early-stage-investing

Venture Unlocked

market insight

VCs discuss how $500B+ companies are changing early stage investing forever

A VC explores how massive company valuations (potentially $500B+ IPOs) are forcing early-stage investors to reconsider their approach to startup valuations. The discussion touches on balancing techno-optimist views with fundamental investing principles when early-stage valuations are 3-4x higher than historical norms.

27:50 - 28:2636s

startup-valuations early-stage-investing market-dynamics

The Full Ratchet

personal lesson

Why missing power law winners should be your biggest wake up call

A VC explains how missing exceptional early-stage deals like Skype and Facebook at Insight Partners inspired the founding of 645 Ventures. He argues that in a power law world with limited massive winners, passing on exceptional companies should serve as a wake-up call for investors.

3:23 - 4:0239s

power-law-investing deal-sourcing early-stage-investing