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14 results for “early stage timing”
...stages. One is the first phase is where they have not really even decided to be a founder. I just think they're high quality, and I'm hoping that they will get there one day. The second phase is kind of the founder curious phase, and this is a really
18:08 / 19:13
from transcript18:08 – 19:13
Anytime, but as early as possible. So one of the things you won't be surprised by this, we're pretty obsessed with our entire portfolio, so we have an ongoing sort of entire portfolio going on in the background. Two years in, when we reviewed it, the
36:00 / 36:59
from transcript36:00 – 36:59
So kind of don't be scared of of a small market just to start. Let's talk about that. TAM not big enough. There is a very simple way to address that when talking to investors. And remember, you're building your business. You're not building a perform
14:53 / 16:13
from transcript14:53 – 16:13
...it is too early, we have all the systems to nurture and monitor them
36:46 / 37:46
from transcript36:46 – 37:46
...the early stage today is when we're partnered with a GP who has a personal relationship with talented special people. They may be at a large tech company. And what they can do is offer a small check to help that person gain the confidence to spin out
11:59 / 13:04
from transcript11:59 – 13:04
...got to stage it, and it depends on your life situation whether or not you can, you have a lot of the time and, you know, whether you've got some savings. But I think there's a lot that you can do before you start spending a lot of money or certainly
6:44 / 7:44
from transcript6:44 – 7:44
...get the timing of them right, are the area where you as a VC win and compete. And I think a lot of winning and competing is targeting that timeline correctly and understanding the signals and being the person walking the founder or the future founder
18:50 / 19:57
from transcript18:50 – 19:57
in the early stage about AI because you look at these companies and, of course, no one has a crystal ball, but you're looking at something and saying, hey, this could potentially be a trillion dollar outcome. The bet is these are out of the money opt
11:15 / 12:15
from transcript11:15 – 12:15
...early? Right? And usually investors are pretty clear about this, especially VCs. They might say things like, we need a product in market. We need this amount of traction. We wanna see a 100,000 downloads. We wanna see whatever it is. Right? They're u
35:12 / 36:23
from transcript35:12 – 36:23
...too early. Mhmm. So when he finishes, don't rush the stage. You can't meet him, but, the likelihood of investing in year zero startup or pre product market fit is too early for you. Little bit. But probably, I should know you guys now because, you kn
11:57 / 13:14
from transcript11:57 – 13:14
as of August in this dataset. Again, the government shutdown. Data's a bit delayed, but an upward trend there. Very modest. Let's say you're a startup and you have less than twelve months of runway with the current vibes being what they are, Jason. W
27:35 / 28:49
from transcript27:35 – 28:49
...waits. So private companies raise funding rounds and usually, you know, like, Angel precedes seeds series a, b, c, d, e, f, g until forever. We saw that the natural weight and distribution by stage was roughly uniform from a through, call it, f plus,
28:18 / 29:30
from transcript28:18 – 29:30
...capital early. They're going, you know, into accelerators. There's a a 16 has a speed run accelerator. So, like, two or three of our founders from the launch accelerator, I think, have gotten admitted to that. Sequoia has the ARC program. Our friends
5:10 / 6:19
from transcript5:10 – 6:19
...the seed stage, I I don't think about markets, and I don't think about market timing, and I don't think about all of that. I make a very simple decision. Do we like to partner with those individuals? Do we like to be their partners? The way at CyberS
24:43 / 25:49
from transcript24:43 – 25:49
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