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20VC: In AI Who Wins? Startups or Incumbents? What Happens to Wealth Inequality? Why Will $10BN+ Companies Only Have 10 People | Why Defensibility in Startups is BS & Speed is Everything? Why Large Groups Worsen Decision-Making with Sarah Guo
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
The Future of Multi-Stage Investing
It will be a hard time for subscale seed stage funds without a differentiated strategy to persist. LPs are going to become more careful given the turn in the cycle short on a multi-stage fund. I think early in growth investing is more different than it appears and there are firms that like tried the early stage investing route with a blanket based approach.
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