390. The $1T+ Opportunity Investing in the Physical World, Why Automation is Just Getting Started, and Raising a $1.9B Despite Macroeconomic Headwinds (Ajay Agarwal)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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The Rise and Fall of Venture Capital
I was looking for a young company, ideally in P2B software that had some kind of product market fit. We put them through a full month program called Trilogy University before they were allowed to quote unquote graduate and join the company. It was a blast. I loved it. And so I had really no intention of becoming an investor. But one of the firms I met with being capital ventures had just launched their debut fund. They said, Hey, why don't you come here for a couple years and see if you like venture capital? So in the end, that's what he did. 20 years later, still here.
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