ACQ2 by Acquired

Ben and David on "Capital Allocators"

Feb 18, 2022

Ted Seides, host of the Capital Allocators podcast, interviews Ben Gilbert and David Rosenthal, venture capitalists and podcast hosts. They share their innovative paths into the tech industry and the birth of their podcast. The trio discusses the evolution of venture capital post-tech bubble, the rising prevalence of angel investing, and the impact of abundant capital on the market. They also dive into the transformative potential of cryptocurrency and reflect on personal growth through mentorship, all while maintaining an engaging, entertaining vibe.

01:07:24

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Episode guests

Ted Seides

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Episode notes

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Quick takeaways

Venture capital landscape evolving with focus on long-term gains and unique opportunities.

Shift towards private investments over public offerings impacting startup funding dynamics.

Blockchain and crypto revolutionizing venture capital with decentralized funding models.

Deep dives

Evolution of Venture Capital Landscape

Venture capital has seen significant evolution, with institutional portfolios experiencing historic success in the current venture landscape. Firms like Sequoia and Benchmark are recognized for potential returns, but entry barriers for participation are high. Institutional investors focus on investible firms that share compelling stories and demonstrate growth potential.

Intro

5min

Journeys in Tech and Venture Capital

12min

Lessons from the Tech Bubble and the Evolution of Startups

2min

The Evolution of Venture Capital

29min

Crypto Ventures and Brand Dynamics

9min

Hobbies, Lessons, and Mentorship

8min

Insights on Relationships and Success

2min

In late 2021, Ben and David were guests on Ted Seides' podcast, "Capital Allocators". The episode kicked off Ted's "Venture is Eating the Investment World" mini-series. From Ted:

David Rosenthal and Ben Gilbert are venture capitalists and hosts of the Acquired podcast. Acquired is one of my favorite shows. In it, David and Ben tell stories of great companies in technology with thorough research and a fun, engaging style.

Our conversation kicks off the mini-series with their respective backgrounds in venture, the creation of Acquired, and their research process for show. We then dive into the origins of the cottage venture capital industry, inflection point after the tech bubble, rise of an abundance of capital, firms investing across stages, the competitive response of others, the mass introduction of angel investors, businesses staying private for longer, and the potential for crypto to change the game once more.

You can see more about the show here: https://capitalallocators.com/podcast/acquiring-an-industry/

Sponsors:

Statsig: https://bit.ly/acquiredstatsig24

Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

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ACQ2 by Acquired

Ben and David on "Capital Allocators"

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Evolution of Venture Capital Landscape

Shift towards Options in Venture Capital

Role of Individuals in Venture Capital Ecosystem

The Evolution of Venture Capital and the Shift to Private Companies

The Impact of Crypto on the Venture Capital Ecosystem

Remember Everything You Learn from Podcasts