Tyler Sosin

Tyler Sosin, a Board Partner at Menlo Ventures and now the founder of Villain Capital, shares his insights on investing in tech-driven businesses. He discusses the importance of durable customer relationships and misconceptions around Total Addressable Market (TAM). A strong advocate for vertical software, Tyler emphasizes the value of niche markets and the balance between aggressive growth and sensible compounding. He reflects on past investments like Flywire and Carta, drawing lessons on founder resilience and strategic growth approaches.