Marcelo Claure is an entrepreneur and investor who has founded and led some of the world’s most iconic businesses. He is currently the Chairman & CEO of Claure Capital, a newly founded multi-billion-dollar global investment firm. Before this, Marcelo was COO @ Softbank Group, the world’s largest technology investment company. Bill Gurley is a General Partner @ Benchmark, one of the most successful funds of the last decade with a portfolio including Uber, Twitter, Dropbox, Modern Treasury, Snapchat, StitchFix, and many more. Michael Eisenberg spent 15 years as a General Partner @ Benchmark working alongside Bill and the Benchmark partnership. Following Benchmark, Michael co-founded Aleph, one of the leading Israeli venture funds of the last decade. David Tisch is the Founder and Managing Partner @ Box Group, one of the leading seed focused firms of the last decade with a portfolio including Airtable, Glossier, PillPack, Plaid and many more. Cyan Banister is one of the most successful and renowned early-stage investors in the last decade. Her portfolio includes the likes of SpaceX, Uber, Affirm, Opendoor Postmates, Niantic and Thumbtack to name a few. Zach Weinberg is a Co-Founder of Operator Partners, operators funding operators, with no outside LPs, just their own capital. Luciana Lixandru is a Partner @ Sequoia, one of the world’s most renowned and successful venture firms with Sequoia-backed companies accounting for more than 20% of NASDAQ’s total value. Jeff Lieberman is the Managing Director @ Insight Partners, one of the leading investing franchises of the last 25 years with their most recent flagship fund announced earlier this year being a staggering $20BN. Nick Shalek is a General Partner @ Ribbit Capital, specializing in fintech they are one of the most successful venture firms of the last decade with a portfolio including Robinhood, Coinbase, Revolut, Nubank and more. Frank Rotman is a founding partner of QED Investors, one of the leading fintech-focused venture firms investing today with a portfolio including the likes of Klarna, Kavak, Quinto Andar, Credit Karma and more. Geoff Lewis is the Founder and Managing Partner @ Bedrock, now with over $1BN in AUM, Bedrock invests in breakout technology companies that are incongruent with popular narratives. Justin Fishner-Wolfson is founder and the managing partner of 137 Ventures. Their portfolio includes SpaceX, Wish, Anduril, Flexport, and WorkRise (formerly Rigup) to name a few. David Sze is a General Partner @ Greylock where he has led some of the firms most notable investments including Facebook, LinkedIn and Pandora. In Today's Episode We Discuss Price Sensitivity: 1.) How do you assess your relationship to price and price sensitivity? 2.) When is the time to pay up and have less price discipline? 3.) When should we remain disciplined and not pay up for a deal and walk away because of price? 4.) Of the deals you have paid up for, did their growth rate justify the high entry price? 5.) Knowing all you know now on price, how do you advise younger investors today?

Geoff Lewis is a Founder and Managing Partner of Bedrock, one of the breakout and new venture firms of the last decade, famously in search of narrative violations. He serves or has served on the Board of Directors for companies including Lyft (NASDAQ: LYFT), Nubank (NYSE: NU), Epirus, and Vercel. Additionally, he has led sizable early-stage venture capital investments in dozens of companies including Upstart (NASDAQ: UPST), Tilray (NASDAQ: TLRY), Leafly (NASDAQ: LFLY), Wish (NASDAQ: WISH), Workrise, and Rippling. Prior to founding Bedrock, Geoff served as a partner at Founders Fund for several years. In Today's Episode with Geoff Lewis: 1.) Meeting Parker Conrad: A Generational Defining Entrepreneur: How did Geoff first come to meet Parker Conrad, over a decade prior to making the first Rippling investment? What was it about Parker that compelled Geoff so much in the early days? How did Geoff analyze the chip on Parker's shoulder from Zenefits? How does he believe it has driven him with Rippling? 2.) Searching for Narrative Violations in Rippling: Why does Geoff believe Parker himself is a "narrative violation"? What does Geoff believe is the foundational narrative violation in the way Parker is building Rippling? Rippling has a large portion of its team as former founders, how does Geoff believe this impacts the culture of Rippling? What does Geoff believe are the single biggest barriers to Rippling being the "App Store for Business"? On the upside case, if Rippling goes right, how big could this be? 3.) Rippling: The Financing: What has been Geoff's biggest lesson on price and price sensitivity that he has learned through Rippling? Why does Geoff never do uncapped notes? Why did Geoff break that rule with Rippling? What gave Geoff the conviction to write Bedrock's largest ever check in Rippling's Series D? What was the massive mistake that both Geoff and Bedrock made in not financing their Series C? 4.) Geoff Lewis: The Investor What single trait does Geoff believe all generational defining founders share? How does he test for it? Does Geoff believe he has a chip on his shoulder today? How has his relationship to the chip on his shoulder changed over time? To what extent does Geoff engage in outcome scenario planning when making investments? What upside scenario plan does Geoff need to be able to see for him to make an investment? Has Geoff ever lost money in an investment? What were his takeaways from this experience?

VC titan Geoff Lewis from Bedrock Capital joins the podcast to share insights on venture capital and raising funds. He discusses assessing founders, the power of authenticity, when to double down on investments, and the OpenAI situation. They also talk about the future of social media and the challenges of regaining health in a technology-driven society.