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17min 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
Investing in Companies with Competition
The speaker shares their preference for investing in companies where they are the only ones doing it, rather than being one of many players in a crowded market. They discuss their experience with a chip company that had many competitors but ultimately succeeded while the others failed.
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