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18min chapter
20VC: Why Small Markets are Better Than Big Markets, The Biggest Delusion of Early Stage VC, Why AI Investing is like a Horserace and Why The Most Ambitious Companies Growing the Fastest are not the Best Investments with Adam Fisher, Partner @ Bessemer
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Capital Concentration and the Delusion of Predicting Successful Outcomes
The speakers explore the importance of capital concentration and the challenges of predicting successful outcomes in early-stage venture capital. They debate the use of reserves and discuss the risk aversion of the speaker. They reflect on past investment opportunities and how past decisions can impact future choices.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode