3min chapter

Venture Unlocked: The playbook for venture capital managers cover image

Bedrock Capital's Geoff Lewis on Vibe capital, the power of narrative violations, and winning in today's market

Venture Unlocked: The playbook for venture capital managers

CHAPTER

The Market's Health

Jreason: The way we viewed the market is there's almost three categories. There's small cap which tend to be sub 200 million dollar funds investing primarily at seed and series a. Tiger and co two and some D one and some of these big funders. And then there's the large cap which as you mentioned are playing a very different game in Jreason, for example, is close to 30 billion dollars in a U.S.M.O. I don't actually even care about the market's health. I care about a company's health. That's my honest answer.

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