3 clips
RRiding Unicorns
Mike Jones shares a humbling story about two founders who rejected his strategic advice, only to later abandon their original plans and implement his suggested approach - both achieving billion-dollar outcomes. The anecdote highlights how founders sometimes need to discover the right path on their own timeline, even when experienced investors can see it clearly from the start.
TThe Full Ratchet
Two experienced investors share advice for newcomers to venture capital. They emphasize going deep on understanding what creates competitive advantages today versus historical advantages, and draw parallels between mastering investing and Michelangelo's approach to perfect art.
TThe PMF Show · of Datarails
Datarails founder Didi Gurfinkel explains his initial resistance to investor advice about focusing on a specific use case. Despite having access to a billion Excel users, he struggled with the counterintuitive idea of narrowing his target market instead of trying to solve everyone's problems.