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Village Global Podcast
Jerry Neumann on Technological Revolutions, Picking Winners, and VC Returns
Mar 3, 2020
Jerry Neumann, founder of Neu Venture Capital, discusses Carlota Perez's work and its implications, the misunderstandings of moats, investing in uncertainty, predicting technological revolutions, the power law in venture capital, follow-on investments, venture capital and poker, and the reasons for the unchanged structure of venture funds.
53:57
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Quick takeaways
- Publicizing differentiated information can lead to less accurate predictions and diminish the predictive advantage.
- Creating compelling narratives can shape market adoption and change the value chain of technological advancements.
Deep dives
The importance of publicizing differentiated information
The podcast episode discusses the idea of publicizing differentiated information and whether it can lead to financial gain. The speaker highlights that if individuals have a way of predicting the future, their predictions become incorporated into what the future becomes, making their predictions less accurate over time. This concept applies to the stock market, as accurately predicting stock prices would lead to changes in the market that would diminish the predictive advantage. The speaker also references the book 'Foundation' by Asimov, where unveiling predictions ahead of time would prevent their realization. It is suggested that creating a narrative around future possibilities can influence the outcome and potentially make predictions self-fulfilling.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode