Origins - Inside Venture Capital, Hosted by a GP and an LP Minisode: The Speed of Iteration in Venture
Dec 16, 2025
Join a lively discussion about the fast-paced world of venture capital and crypto. Discover why some investors are bullish on Bitcoin while others hedge their bets. Learn how operators can impact startup culture and the balance between micromanaging and letting teams thrive. Explore the challenges VCs face in spotting trends that are often years old. Finally, delve into the nuances of iterating on ideas and making investment decisions in a rapidly changing market.
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Operators Can Be Hands-On Or Hands-Off
- Nick describes observing former operators who either overstep or know clearly what they want from investors.
- He contrasts operator-investors who back off vs. those who try to run the company themselves, noting both patterns exist.
VCs Tend To Be Years Behind Trends
- Beezer and Nick note VCs often chase trends years after they start and miss early signals.
- Repeating to yourself that VCs are 'seven years too late' improves your chance of finding early winners.
Back A Product Category Until It Works
- Nick admits he's funded similar ideas twice and plans to keep backing a product category until it works.
- He expects to include one persistent bet per fund and may stop if the repeat doesn't succeed this time.