
382. Why Optimizing for Ownership is a Trap, The Future of Seed Investing, and The Opportunity in Consumer Social (David Tisch)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
00:00
The Importance of Meeting the CEO
I think founders don't like when you name names here. I want to be respectful without knowing if people get annoyed about that. Valuation, at certain points, what you thought was expensive no longer is expensive a couple years later. The valuation question tends to be the wrong one in a snapshot versus across a portfolio. It's not just meet the CEO, but it's meet the founding team because you can see a dynamic of a team.
Transcript
Play full episode