Theory Ventures: A Thesis-Driven Approach

The guest discusses the founding of Theory Ventures and their approach to venture capital, using a $230 million fund to invest in 12 to 15 companies. They reflect on their experience starting a small company at a young age and delve into the inflection point in their venture career where they developed conviction around their approach. The chapter also touches on the strategy of starting a blog and gaining a public influence, as well as the challenges faced in raising investments during a difficult time.