Origins - Inside Venture Capital, Hosted by a GP and an LP cover image

Origins - Inside Venture Capital, Hosted by a GP and an LP

Being Non-Consensus and Right in VC with Jason Shuman & Will Quist

Aug 6, 2024
Join Jason Shuman, a Primary GP focused on impact investing, and Will Quist, a Partner at Slow Ventures known for his unique firm-building approach, as they delve into the world of non-consensus investing. They discuss the risks and opportunities of zigging while the market zags and reveal how to spot disruptive companies from day one. The conversation also touches on the evolving role of VCs, the significance of founder support, and how impact teams can drive seed stage success.
39:37

Podcast summary created with Snipd AI

Quick takeaways

  • The podcast emphasizes the divergence in VC philosophies, with some firms advocating for extensive support systems, while others prioritize founder autonomy.
  • Jason and Will highlight the importance of non-consensus investing, focusing on unique opportunities instead of following conventional trends.

Deep dives

The Spectrum of VC Value

The discussion highlights a significant debate in the venture capital space regarding the true value that VCs provide to portfolio companies. Some firms, like Andreessen Horowitz, have established extensive support systems surrounding their investments, offering a wide range of resources that cater to the operational needs of startups. Meanwhile, other firms argue that such resources can be excessive and counterproductive, emphasizing that the real focus should be on selecting the right founders and companies. This divergence in perspective reflects a historical pendulum swing in venture capital, where the necessity of added value versus the simplicity of allowing founders to operate independently is continually assessed.

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