
20VC: The 10 Question Framework a $217BN Manager Uses to Make Investment Decisions | Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvault | The Bull Case for Bytedance | How Anduril Could Be a $200BN Company with Peter Singlehurst
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
00:00
Navigating Investment Transitions
This chapter explores a pivotal shift from public market strategies to private company investments at Bailey Gifford, prompted by emerging growth-stage companies. It highlights the lessons learned from significant investment mistakes, emphasizing the balance between strict investment philosophies and client needs. Additionally, the discussion addresses the evolving landscape of startup funding and the importance of competitive advantages in the rapidly changing technology environment, particularly concerning AI.
Transcript
Play full episode