How to Invest $1 Billion in Consumer Tech, with Goodwater Capital

1

Introduction

00:00 • 4min

2

MUSIC: A Billion Dollars Over Two New Funds

04:10 • 2min

3

The Pursuit of a Consumer-Focused Fund

05:57 • 3min

4

Goodwater Genesis: The Best Seed Stage Consumer Tech Ecosystem in the World

08:59 • 2min

5

The Benefits of Being a Global Firm

10:57 • 2min

6

The Fatality Rate of the 600 Seed Stage Companies

12:42 • 2min

7

The Impact of Early Seeding on Growth

15:03 • 2min

8

How to Scale a Successful Business

16:52 • 2min

9

The Rise of Global Firms Focusing on Consumer Tech

18:40 • 2min

10

How Goodwater Handles Conflicts of Interest

20:47 • 3min

11

The Impossibility of Investing in China

23:22 • 3min

12

The Emerging Geos for Good Water

26:04 • 2min

13

The Future of Social Media

28:10 • 2min

14

The Future of Snapchat

30:00 • 3min

15

The Challenges and Opportunities of Social Media Companies

32:49 • 1min

16

AI and the Evolution of Entrepreneurship

34:18 • 2min

17

The Future of AI

36:31 • 2min

18

The Future of Customer Acquisition

38:03 • 2min

19

The Future of FinTech and Health Tech

40:02 • 3min

20

How to Be a Top-Desk Style Firm

43:14 • 2min