8min chapter

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch cover image

20VC: Why We Are in a Bubble & Now is Frothier Than 2021 | Why $1M ARR is a BS Milestone for Series A | Why Seed Pricing is Rational & Large Seed Rounds Have Less Risk | Why Many AI Apps Have BS Revenue & Are Not Sustainable with Saam Motamedi @ Greylock

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

CHAPTER

Navigating Competitive Investing and Founders' Vision

This chapter delves into the speaker's investment philosophy, emphasizing contrarianism and the importance of assessing founder quality for success. It discusses examples of investing in overlooked markets, like Abnormal Security and Uppwin, and debates the significance of founder versus market dynamics in a company's growth. The chapter also touches on the current market landscape, addressing concerns about frothy Series B investments and the impact of intense competition on pricing and performance.

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