The Importance of Being in the Leader in the Space

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Based on returns, it's good that people have stopped asking so many questions. It's interesting that timing matters. Being early is better than being late, but being right is better than being wrong. It's preferable to invest at a $50 million valuation rather than $500 million. However, being the leader in the industry has its advantages beyond just getting a cheaper deal. This goes against the norm in non-venture asset classes.

In the 58th episode of The Logan Bartlett Show, Annie Lamont (Co-founder, Oak HC/FT) joins to discuss the state of the market, being a woman VC in the 90s, run-ins with Steve Jobs and Elizabeth Holmes, and her duties as the First Lady of Connecticut.

(0:00) Intro

(2:18) State of the Market

(16:23) State of the Venture Industry

(28:00) Qualities of a Good Founder

(32:00) Annie’s Background

(35:44) Steve Jobs Stories

(41:48) Gender Imbalance in the Venture Industry

(49:16) Fintech

(1:07:07) CT Covid Response

(1:19:08) Elizabeth Holmes

(1:23:18) Almost Getting Fired

Mixed and edited: Sam Dewees

Produced: Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson

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About the Show

Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.

Executive Producer: Rashad Assir

Producer: Leah Clapper

Mixing and editing: Justin Hrabovsky

Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-logan-bartlett-show/id1606770839

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg

🎥 Subscribe on YouTube: https://www.youtube.com/channel/UCugS0jD5IAdoqzjaNYzns7w?sub_confirmation=1

Follow on Socials

📸 Instagram - https://www.instagram.com/theloganbartlettshow

🐦 Twitter - https://twitter.com/loganbartshow

🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshow

About the Show

Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.