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20VC: Founders Fund's Brian Singerman on The Price Mismatch Between Public vs Private, Why Now Is Not The Best Time To Be Investing, Why Brian Never Thinks About Reserves and Believes in Cross-Fund Investing & Writing a $400M Check Into Anduril Across Rou
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
How Much Market Plays a Role in Your Mindset?
I have no fear of backing the truck and plowing a whole bunch of money into those companies. It's gotta be a really good company in really big market to move the needle on funds of these size. Founder quality is still 80 to 90% of my investment thesis, right? Would you say that Airbnb was a big market? Of course. You could see that this was taking over in terms of how people were thinking about staying at hotels versus staying somewhere else. I don't think you can predict $100 billion companies at the seed stage. That's silly,. But you can predict, hey, this company has a way better shot at being a big company than most."
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