382. Why Optimizing for Ownership is a Trap, The Future of Seed Investing, and The Opportunity in Consumer Social (David Tisch)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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How to Walk the Line Between Market Size and Opportunity
I feel like market size is a common misformed best for investors. How do you walk that line? It's really hard. I think software is the key factor for us if it's a software driven business. If you can figure out that the initial wedge either as a standalone thing is big enough or that theinitial wedge opens up just a lot more opportunity, I don't know how to do that in real time perfectly. We strive very much a box group to learn and have founders help teach us why what they're working on is big enough.
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