352. The Second Wave of SaaS, Using Software to Scale a Venture Firm, and Predictions for the Future of Venture Capital (Aaron Holiday)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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Investing in a New Venture Opportunity
The venture investment triangle is a derivative of Warren Buffett's circular confidence, right? And this framework kind of is usually very helpful when we're looking at these like low signal type opportunities that are going after nascent market opportunities. What we found is when you super impose the circle of competence on top of this graph, the areas that have the highest opportunity for return in the capital are those that are approaching or in a speculative market on top of technological inflation that is radical to disruptive.
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