The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified 399. Why You Should Always Bet on The Founder, The Future of Cybersecurity, and Will AI Live up to the Hype? (John Cowgill)
Sep 4, 2023
John Cowgill, venture capitalist at Costanoa Ventures, discusses why investors should always bet on the founder, the future of cybersecurity, and whether AI will live up to the hype. He emphasizes the importance of picking the right founder over prioritizing a thesis and highlights their investment focus areas including AI, data infrastructure, cybersecurity, and fintech. Cowgill also shares lessons learned from eight years in venture capital and provides insights on the outlook for venture investing in the future.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Lessons Learned from Eight Years in Venture Capital
02:29 • 12min
Outlook on Venture Investing for the Next Eight Years
14:48 • 2min
Coassano's Investment Philosophy and Focus Areas
16:32 • 3min
Investing in Founders Over Thesis
19:07 • 11min
Interview Recommendations and Connecting with the Guest
30:14 • 2min