What i started noticing is that the compani's most likely to be worth a billion or two, regardless of found or quality, were those who had market poll. What you needed in order to go from,. let's say, a billion to 50 billion was a killer team, or a team that became killer overtime. So when i'm investing in a founding team, i'm not looking for a team that's necessarily capable of building a 50 billion dollar company to day. I'm looking for a growth just like youre betting on a start up with the growth curve - where is the founder's ability to keep learning?
Julian Shapiro is back on the show today. He's been my co-host for our podcast Brains, he's an investor at Julian.capital and a writer at Julian.com. Lately, he's been super into investing. He's managed to take an overly complex thing like investing and reverse-engineer it, breaking it down into its simplest frameworks.
- Follow Julian on Twitter: https://twitter.com/julian
- Check out Demand Curve: https://www.demandcurve.com/
- Become an investor with Carveout: https://www.withcarveout.com/
- Apply to Hyper: https://hyper.com/
- Read Julian's memos for founders: https://www.julian.capital/