AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
5min chapter
#117 — Continuing to Evolve as an Investor — Brad Feld
Magic Minds
Are You Moving Away From Thematic Investing?
Botly is not moving away from investing in the themes, but we're changing the focus. Fred wilson and i have been friends since nineties A. They describe themselves as a thesis driven investor. So they define a set of theses and then build on those those theses. And there's a lot more to that thesis than what i just said. For us, themes were things like call, so investing in technology protocols, which like s m t p for emal. We've invested in company called a map box, which is built on top of an open source project called open street map. Twillio would be another part of our investments, which is now part of
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode