399. Why You Should Always Bet on The Founder, The Future of Cybersecurity, and Will AI Live up to the Hype? (John Cowgill)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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Investing in Founders Over Thesis
In this chapter, they discuss the belief that investors need to have a thesis and why they disagree with it. They explain that while some VCs are very thesis-led, their firm is not. They believe that founders are the experts and let their curiosity guide them to founders who show them where the light is. They highlight the importance of picking the right founder over prioritizing the thesis, as great companies pivot and markets change. They also mention the different areas of focus at their firm and the unifying factor being their belief in the founders as people.
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