2min chapter

Acquired cover image

Complexity Investing & Semiconductors (with NZS Capital)

Acquired

CHAPTER

Conviction Is a Synonym for Over Confidence

Venture capitalists often set up their portfolios with the idea that they don't know what's going to happen. What you want is optionality andlik you need people to have conviction, because otherwise there would be no unchpenner was right. Conviction for us means, hey, i've done a ton of work, so i've got a lot of stunt cost, which means i've got by us,. That is literally what you're saying when you say that.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode