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E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more
All-In with Chamath, Jason, Sacks & Friedberg
The v C Process Revolves Around a Pit
The v c process revolves around a pit. It's a narrative session where the osfeno gos up there y and presents a narrative, and then everyone debates it. After reading sapiums unlike, this whole process like is stupid. How do i get out of a narrative driven investing philosophy? And that's where i'm back to. Look, i understand sas i know what the metricks are supposed to be. I also listenn to the pitch. I want to hear it, but to show me the numbers first, and at least i can get to a decision that's somewhat grounded in reality.
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