441. ID’ing Generational Founders, Targeting Structurally Broken Markets, Bringing Venture Back to the Studs, and How Value will Accrue in AI Between Incumbents and Upstarts (Alexa von Tobel)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Navigating the Uncertain Macro Environment and its Impact on Investment Strategy
This chapter delves into the impact of the high cost of capital, changing regulatory environment, and upcoming election on deployment and investment strategy. Despite challenges, recent fund closures and a consistent deployment schedule are noted, emphasizing the need to remain informed, adapt business tactics, and recognize the expense of cash.
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