Investor Stories 429. Focus and Discipline in Growth, The Dangers of Rules of Thumb, and Fighting Cynicism in Venture (Stevens, Patel, Shapiro)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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Trust First Principles Over Pattern Matches
Manish Patel recounts missing investments like Canva and urges evaluating product need from first principles rather than heuristics.
Play episode from 02:31
Transcript
