3 clips
SSeed to Scale
Josh Kopelman argues against pattern matching in venture capital, contending that the best investments come from raw, fragile, and contrarian ideas that can't be found through generalization. He questions whether the most skilled pattern matchers actually make the best investors.
TThe Full Ratchet
Haymanth Mohapatra from Lightspeed shares advice for new investors using Michelangelo's approach to mastery. He emphasizes the importance of developing your investment instincts first, then having confidence to back yourself once you understand your sphere of competence.
RRiding Unicorns
Apostolos Apostolakis shares how his investment philosophy evolved from being idealistic about business models to prioritizing founder quality above all else. He explains how experiencing portfolio failures taught him that great teams matter more than great markets or business models, leading VentureFriends to become much more selective about the founders they back.