

What is a Vibe Capitalist? Bedrock’s Geoff Lewis on investing, crypto, city-states, defense & AI | E1340
Dec 7, 2021
Geoff Lewis, Co-Founder and Managing Director at Bedrock Capital, shares his insights on the entrepreneurial journey and the intriguing concept of assessing founders through 'vibe.' He dives into his investment in Praxis, a city-state builder, and discusses the evolving landscape of defense tech and AI. Lewis critiques the notion of prestigious educational backgrounds, advocating for innovation over Ivy League degrees. He also explores the potential of crypto-driven nation-states and reflects on the transformative power of storytelling in securing investment.
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Top Guest Pivot
- Geoff Lewis's startup, Top Guest, pivoted from a photo-sharing app to a rewards-based check-in platform.
- Though it provided a return for investors, he considers it a relative failure due to execution challenges.
Execution and Product-Market Fit
- Focus on strong design and execution, especially in product-driven companies.
- Clearly articulate product-market fit, but avoid over-planning before achieving it.
Recruiting Talent
- If you're not a technical founder, prioritize recruiting elite talent in design and engineering.
- This can compensate for any lack of technical skills and drive successful product development.