In 2012, Tesla was probably trading at one or 2% of what it is now. Molly: If you did invest at the time of that Wired story in 2012 in Tesla, you would have had a 245X. And they got a $710 billion market cap today. So if you can find a reasonable bat on a great founder, you make as many reasonable, thoughtful bets on as many amazing founders as you can find. That's the name of the game.
First up, J+M cover how to approach a market that's heating up during a downturn (1:42), before covering warrants. (25:07) Then, Voyager's Nat Bullard joins to discuss his journalist to VC path and Voyager's climate focus. (32:09)
(0:00) J+M tee up today's segments!
(1:42) How to approach a market that's heating up during a downturn
(11:26) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist
(12:58) Strategies around patience in VC, entering markets at the wrong time
(25:07) Understanding warrants
(30:49) Paperclip - Go to getpaperclip.com/twist to get the app free for life
(32:09) Nat Bullard joins Molly and breaks down his path from journalist to climate VC
(39:15) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(40:38) Voyager's thesis, most exciting investment opportunities in climate
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