Vince Hankes is a Partner at Thrive Capital where he’s worked on investments in OpenAI, SpaceX, Databricks, and Stripe among others. Vince invests across all stages and currently sits on the board of Airtable, Benchling, Console, Isomorphic, Lattice and Rogo. Prior to joining Thrive, Vince was an investor at Tiger Global.

We covered:

Non-consensus investing
Writing billion dollar checks
Buying Carvana at the bottom
The value of compounding
What matters most to Thrive

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Timestamps:

(0:00) Intro

(0:50) The evolution of Thrive

(4:22) Instagram, Github, and Stripe

(7:57) Qualitative, then quantitative

(9:39) Writing massive checks

(16:48) Winning strategies in venture

(25:58) Buying Carvana at the bottom

(32:50) Managing conflicts

(36:13) AI’s impact on the market

(42:25) East meets West Coast investors

(45:19) Vertical specific workspaces

(49:53) Scale and timing of robotics

(51:31) OpenAI vs everything else

(55:59) What matters most for Thrive

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More on Vince:

https://x.com/vhankes

https://www.linkedin.com/in/vincent-hankes/

More on Jack:

https://www.altcap.com/

https://x.com/jaltma

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https://linktr.ee/uncappedpod

Email: friends@uncappedpod.com

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This episode is presented for informational purposes only and does not constitute investment advice or an offer to sell, or a solicitation of an offer to buy, any securities. The discussion herein similarly does not constitute a solicitation with respect to any Thrive fund or an offer of investment advisory services. Investments identified herein are discussed solely for illustrative purposes and there is no guarantee that current or future investments of Thrive will be similar in quality or kind.

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