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20VC: Index's Danny Rimer on Investing Lessons from Hits like Figma, Discord and Etsy to Missing Snapchat, Airbnb, Facebook & Spotify | Why Valuation is a Trap and Market Sizing, Signalling and Sector/Geo-Specific Funds are all Noise
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Investing in Second Derivative Plays
Investing in companies often involves taking market timing risks, especially in emerging categories like VR. It requires patience for technologies to mature and gain consumer adoption, known as a second derivative play. Success depends not only on the product's quality but also on the assumption that there will be market interest once the product is launched. Focusing on product development is crucial, but equally important is ensuring there is a market demand when the product is ready for launch.
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