Josh Breinlinger

Josh Breinlinger, Managing Director at Jackson Square Ventures, shares his insights from years of investing in startups and marketplaces. He discusses the pitfalls of 'spray and pray' investing and argues that data-informed strategies triumph over data-driven ones. Josh emphasizes the importance of understanding the complexities of marketplace dynamics, including the notorious chicken and egg problem. He also predicts the rise of specialized marketplaces and critiques how not all GMV is created equal, advocating for a more informed approach to venture capital.