The ultimate buyers in this space are really large. They have enormous budgets, but they're incredibly slow moving. I think the bad news slash good news is that these entities are all in crisis. You know, you cannot have consistent, you know, million acre fires happening without some sort of response.
J+M are back for another edition of VC Sunday School. This week, they discuss momentum investing in venture capital! (1:35) Then, Molly interviews Convective Capital’s Bill Clerico on investing in firetech startups. (27:58)
(0:00) Molly tees up Sunday’s segments!
(1:35) VC Sunday School: Momentum investing: fair strategy, or sign of a bubble?
(12:56) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(14:30) Contrarian investing in VC
(26:28) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(27:58) Molly is joined by Convective Capital’s Bill Clerico and talks about investing solely in firetech startups
(35:30) Bill breaks down the different types of firetech startups that he’s investing in
FOLLOW Bill: https://twitter.com/billclerico
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FOLLOW Molly: https://twitter.com/mollywood
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