Magic Minds cover image

#117 — Continuing to Evolve as an Investor — Brad Feld

Magic Minds

00:00

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

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app