In this episode, Molly O'Shea talks with Day One Ventures founder Masha Bucher on the firm's investment strategy, highlighting their focus on AI, "Future of Human" technologies, and their approach to identifying exceptional founders.
Masha discusses her firm's $150 million Fund 3, their focus on El Segundo's burgeoning tech scene, and their unique investment strategy targeting pre-seed and seed companies with "exceptional founders."
Masha shares her insights on building a successful VC firm, emphasizing the importance of intuition, strong teams, and her impressive track record of successful investments.
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Sponsor: Archer
Archer's Midnight is a piloted four passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights. Learn more about how Archer is set to open up a new world of opportunity for passengers by providing safe and efficient access to people, places, and events across the communities they live, visit https://www.archer.com/
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Companies mentioned:
Truebill (now Rocket Money): https://www.rocketmoney.com/
Rainmaker: https://www.makerain.com/
SpaceX: https://www.spacex.com/
Unreal: https://www.unrealengine.com/en-US
You.com: https://you.com/
Symbolica: https://www.symbolica.ai/
Moon Hub: https://themoonhub.com/
Superhuman: https://superhuman.com/
Digital Genius: https://www.digitalgenius.com/
Orchid: https://www.orchidhealth.com/
Cradle: https://www.cradle.xyz/
TIMESTAMPS:
(00:00) Intro
(01:05) Northstar and Bridging the Gap Between Tech and Society
(03:30) Media & PR Playbook
(07:00) Long-Term Vision, AUM Growth, and Track Record
(09:45) Investment Strategy and Check Sizes
(12:45) El Segundo and American Dynamism
(14:49) Sponsor: Archer
(17:00) Policy, Regulators, and Global Reach
(20:00) AI Investment Strategy and Categories
(24:45) Key Factors Considered When Investing in AI
(28:30) The Future of Human Category
(33:30) Prediction for 2030: Shifting Relationships and Parenthood
(39:45) Loneliness and Self-Discovery
(45:45) Track Record, Intuition, and Godfeel
(52:30) Developing Intuition and Taste
(57:45) Importance of Early Stage Investing and Looking Forward
(1:00:00) Hiring and Asking for Support
(1:03:00) Wrap
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What separates the most enduring and generation-defining venture firms? Turpentine VC talks to Ben Horowitz, Vinod Khosla, Alfred Lin, Mike Maples, Roger Ehrenberg, and more to find out. Subscribe: https://link.chtbl.com/TurpentineVC
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