E38: “Angel” Podcast: David Cowan, Partner at Bessemer Venture Partners shares insights on owning up to his anti-portfolio, understanding sunk cost, top traits for becoming a VC & best Founders & CEOs he’s ever worked with
This Week in Startups
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Lessons from the Anti-Portfolio
This chapter explores the concept of an 'anti-portfolio,' focusing on notable companies the speaker did not invest in and the lessons learned from these missed opportunities. Through anecdotes involving ventures like Airbnb, Tesla, and YouTube, they emphasize the importance of humility and intellectual honesty in venture capital. The discussion also highlights the significance of adaptability in decision-making processes within the ever-evolving tech landscape.
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