Nuno Gonçalves Pedro (Chamaeleon) - What consumer technology will make its way to the west, do companies create new markets, what’s after the iPhone?

Thank you Ashish for introducing me to our guest today, Nuno Gonçalves Pedro, General Partner at Chameleon. Chameleon typically invests at the seed and series a level principally product led technology companies. Some of their portfolio includes Draftkings, Robinhood and Keepsafe. We discuss the evolution of eCommerce, if companies actually create new markets, and how he uses quant to make investment decisions. Without further ado, here’s Nuno.

Questions I ask Nuno:

1. What was your attraction to technology?
2. What led you into venture capital?
3. When you look at consumer investing and the evolution of ecommerce in Asia, what technologies do you think are going to make its way to the west?
4. How did Chamaeleon come together?
5. Why has your focus been consumer? What makes you excited as a consumer investor?
   1. Where do you think some of the big opportunities are in consumer?
6. Walk me through your due diligence process -
   1. How do you analyze teams?
   2. How do you use quant to help make decisions?
   3. What are the important insights and data points?
7. How do you think about the next consumer platform? There’s lots of buzz around the metaverse, web3. How do you think about what’s coming next after the iPhone?
8. What tends to be the reason why you pass on a consumer tech company?
9. What’s one thing you would change about venture capital?
10. What’s one book that inspired you professionally and one book that inspired you personally?
    1. Professionally - Post Capital Society - Drucker
    2. The How of Happiness - Sonia
    3. Modern Physics Ancient Faith
11. What’s the best piece of advice that you’ve received?
12. What’s one piece of advice that you have for founders?