Mitchell Green

Mitchell Green, Founder and Managing Partner of Lead Edge Capital, shares insights from his extensive investment background in companies like Alibaba and ByteDance. He discusses the flaws in traditional VC models post-2021 and emphasizes the crucial role LPs play over founders. Green reveals why AI infrastructure is a poor bet and critiques the IPO market. He also argues TikTok's challenges won't impact ByteDance's value and warns of social media's dangers on youth mental health, calling for urgent regulation.

Mitchell Green, founder and managing partner of Lead Edge Capital, discusses the innovative strategies of his growth equity firm, which invests in tech-enabled businesses. He shares how they leverage a vast network of over 700 LPs to connect portfolio companies with valuable resources. The conversation covers his journey through finance, the significance of strategic networking, and the rigorous diligence process for early-stage investments. Green also highlights the vibrant culture at Lead Edge, emphasizing passion for work and the importance of gratitude.

Mitchell Green of Lead Edge Capital discusses the Moneyball approach to investing, effective cold calling, and managing 700+ strategic LPs. The podcast highlights the firm's unique model combining PE and growth strategies, emphasizing strategic evaluations and LP relationships. The episode explores the value of being a contrarian investor and embracing risk in the venture capital landscape.

Mitchell Green, Founder at Lead Edge Capital, and Tony Wong, T. Rowe Price's Science and Tech Portfolio Manager, dive into the turbulent U.S.-China tariff tensions and their ripple effects on the tech sector. Green maintains a bullish stance on China despite concerns over ByteDance's complex ownership, while Wong discusses the challenges tech giants face with manufacturing shifts and profit margins. The conversation also explores how these geopolitical dynamics are reshaping investment strategies and the future landscape of technology.

Eamon Javers, CNBC's senior Washington correspondent, analyzes the Supreme Court's unanimous decision to uphold the TikTok ban and its political ramifications. Julia Boorstin, a technology correspondent, discusses how the ban could affect other social media platforms like Meta and YouTube. Mitchell Green, a ByteDance investor, shares insights on the potential future ownership of TikTok, while Glenn Gerstle, a former NSA advisor, highlights national security implications. The conversation dives into U.S.-China tensions and the broader market reactions to these developments.

Mitchell Green, Founder and managing partner of Lead Edge Capital, shares his insights on the tech landscape and ByteDance's valuation. The discussion dives into President Trump's ambitious $100 billion investment in TSMC and the implications of upcoming tariffs on the tech sector. They also touch on Hulu's major technical glitches during the Oscars, contrasting the reliability of streaming services with traditional broadcasts. This lively chat highlights market fluctuations and the competitive dynamics in the evolving AI space.

Mitchell Green, founding partner at Lead Edge Capital, shares insights on halted M&A deals, including significant grocery and steel mergers. He discusses why 2025 will still see public market deal-making despite a slow IPO year, as many top companies have already secured funding. The conversation also touches on the impact of President-elect Trump's tariff strategies on the supply chain, raising concerns about consumer prices and international trade challenges. Gene Seroka adds depth by exploring automation in port operations and its effects on communities.

Mitchell Green, Founder and Managing Partner at Lead Edge Capital, shares insights from his journey in venture capital after a career as a nationally ranked alpine ski racer. He discusses how skiing ingrained values of teamwork and persistence that shape his investment strategies today. Green explains Lead Edge Capital's unique approach to scaling technology companies, the importance of a strong network of partners, and their guiding criteria, the 'Lead Edge Eight.' Additionally, he emphasizes the role of community engagement in sports and arts as crucial to personal growth.

Mitchell Green, partner at Lead Edge Capital, discusses investment criteria, leveraging networks for opportunities, hiring and evaluating analysts, investing in private companies and IPOs, AI innovation, and the importance of communication and treating LPs well in the venture capital industry.

Mitchell Green, Professor of Philosophy at the University of Connecticut, discusses self-knowledge, free will, and how we mislead ourselves. Also, analysis on the potential consequences of Congresswoman Boebert's scandal, Rudy Giuliani sued for unpaid legal fees, and Trump's treatment of classified documents. Trump continues to admit to crimes on national television, while Megyn Kelly shocks right wingers by discussing evidence of sexual assault against Russell Brand.