Mostly Awesome

#41 Viet Le: Building, selling, and investing at the application layer of AI

12 snips
Jan 22, 2025
Viet Le, Early-Stage VC and Partner at General Catalyst, shares his compelling insights on investing in young, first-time founders navigating the AI hype. He discusses his philosophy favoring energetic newcomers over experienced founders. The conversation dives into the importance of efficient building and selling, and how defensibility in AI software can make or break startups. Viet highlights the balance of action over planning and the unique opportunities for AI-native companies to challenge traditional industries. His perspective is both refreshing and thought-provoking!
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INSIGHT

Founder Preference

  • Viet Le prioritizes young, naive, first-time founders.
  • He believes this archetype can succeed beyond just consumer products.
ADVICE

Build and Sell

  • Focus on founders' ability to build and sell in the early stage.
  • Assess their shipping speed, frequency, and how well they convey their vision.
ANECDOTE

Founder to VC

  • Viet Le transitioned from founding Pina to becoming a VC.
  • He realized he was better at supporting founders than being one.
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