Village Global Podcast

Joining Erik on this episode are:- Dan Hockenmaier (@danhockenmaier), founder of Basis One- Casey Winters (@onecaseman), Chief Product Officer at Eventbrite- Lenny Rachitsky (@lennysan), former founder as well as former growth PM at AirbnbThey discuss:- How marketplaces have evolved over the last several years.- The trend towards owning more of a user’s experience, and the pros and cons of that approach.- The possibilities for new vertical marketplaces.- Where they would be investing if they were running a fund focused on the space.- Why some of the biggest companies in the space were initially overlooked.- How to think about building liquidity in a marketplace.- Some of the interesting debates in the field, and their takes on them.- The most surprising learnings they’ve had while working in the space.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Don Stalter (@westsides) of Global Founders Capital and Ryan Darnell (@ryan_darnell_) of Max Ventures join Erik on this episode.They discuss:- Where are the opportunities in the ISA space and the new businesses ISAs will enable- How ISAs will enable new forms of homeschooling- The downsides of ISAs- The evolution of Digital Health and where it’s going- The evolution of digital commerce- The potential in the Vertical SaaS space- The future of U.S. and international innovation- Long or short Silicon ValleyThanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Jerry Neumann, founder of Neu Venture Capital, discusses Carlota Perez's work and its implications, the misunderstandings of moats, investing in uncertainty, predicting technological revolutions, the power law in venture capital, follow-on investments, venture capital and poker, and the reasons for the unchanged structure of venture funds.

Daniel Gross (@danielgross) of Pioneer and Brett Berson (@brettberson) of First Round join Erik on this episode.They discuss:- The different types of founders and the different companies they eventually end up building.- Creating positive feedback loops for aspiring entrepreneurs.- The psychology of founders, and why at the end of the day they are status and hierarchy maximizers, and why it’s important to find the right hierarchy to maximize within.- The advice that you can’t truly appreciate until you experience it firsthand.- The three most harmful structures that keep people from starting companies.- The best interview questions.- Why peculiar ways of running a company are celebrated early on, and whether companies succeed because of or in spite of those peculiarities in management.- Structural changes that could increase the number of founders.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Andreas Klinger (@andreasklinger), founder of Remote First Capital, joins Erik on this episode.They discuss:- What has led to the rise of remote work- The recent acceptance of remote work by Silicon Valley VCs- What companies can now be built because of remote work- How private equity is driving the transition to remote workThanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Andy Coravos (@AndreaCoravos), Nina Alli (@headinthebooth), and Beau Woods (@beauwoods) join Erik on this episode.They discuss:- Software’s role in medical devices and our increasing dependence on it- What is DEF CON and who attends- How medical device manufacturers should be working with hackers- What’s the relationship between regulators and security researchers- The state of DIY biohacking- The relationship between the FDA and startups- What would the FDA look like if you could rebuild it from scratchThanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.If you'd like to learn more about the collaborative movement between security researchers and the medical device community, check out https://wehearthackers.org/

Dan McMurtrie (@supermugatu), founder of Tyro Partners, joins Erik on this episode.They discuss:- The similarities and differences between hedge funds and venture capital.- Why “you’re usually competing against yourself” in liquid markets.- His thoughts on the crypto gold rush in 2016-2017.- What venture capitalists need to know about short-selling.- His view of trends in healthcare, housing, and education, and the political implications of those trends.- Why he’s deeply concerned about the 2024/2028 election cycle.- How to evaluate management and how to think about leadership styles.- How to think about risk management when investing.- His writing on online dating and the future of relationships.- His thoughts on comedy and why it’s such a powerful medium.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Ali Hamed (@AliBHamed) of CoVenture and Chris Keller of Moelis Asset Management join Erik on this episode.They discuss:- What do LPs look for when investing in venture funds- How will the LP and VC dynamic shift over time- Concentration in LP portfolios- The role of power law in venture capital- Incentive misalignments for LPs- How should VCs foster relationships with LPs- Why hasn’t the VC model been innovated upon much in the past decade- Will the middleman ever get cut out- How the LP ecosystem will change in the next decadeThanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Sheel Mohnot (@pitdesi), fintech investor, and Jake Gibson (@iamjakestream), co-founder of NerdWallet and Better Tomorrow Ventures, join Erik on this episode.They discuss:- Why it’s still so hard to start a fintech company.- The history of retailers moving into financial services, a trend that Sears started back in the day.- How different categories within fintech have evolved over time and the challenges and opportunities inherent in each of them.- Why financial education hasn’t worked, why it is likely not to work in the future, and the implications for building personal financial managers.- Where the opportunities are in the insurance and re-insurance markets.- Which of the big incumbent tech companies will have made the most progress in the financial space in the next five to ten years.- Their requests for startups.- How the space will look different in the next five years.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Rick Zullo (@Rick_Zullo), General Partner at Equal Ventures, joins Erik on this episode.They discuss:- The different phases of technological revolutions- Will incumbents become stronger in the next platform shift- What Carlota Perez’s work means for the venture capital landscape- Which categories will create the most successful startups in the next decadeThanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.