Is Early Stage VC Broken?
A podcast and an interview
TLDR: Don’t feel like writing today. Luckily, other people did.
Last week, I was interviewed by Andy Walsh on Startups Decoded, and by the team at VC Uncovered. Both linked below.
Startups Decoded - Is Early-Stage VC Broken?
Chapters
00:00 Introduction to Early Stage Venture Capital
03:05 The Hidden Years of Inception
05:58 The Role of Founders in Early Stage Investing
08:50 Culture and Community in Startups
11:57 Resilience and Solution Orientation in Founders
15:07 The Dichotomy of Building: Fast vs. Durable
18:02 Navigating the AI Landscape in Venture Capital
25:19 Outsourcing and AI in Business Growth
29:01 Trends in Venture Capital and Founders' Perceptions
30:36 Counter-Cyclical Investment Strategies
34:12 Identifying Durable Founders and Their Vision
39:03 Follow-On Strategies and Rolling Capital in Early Stage Investing
48:13 Navigating the Antler Application Process
VC Uncovered
“Antler's model (operating globally, investing at inception, and building a massive, diversified portfolio to engineer returns deliberately) represents a bold departure from traditional venture capital...By focusing intensely on the person and optimizing a system for finding and supporting them at scale, Jeff exemplifies the new wave of investors who understand that true innovation often emerges from unexpected places, driven by relentless individuals who refuse to be underestimated. This is the future of venture we’re excited to spotlight.” (link here)
See you Monday.
Thanks, Jeff, this was a healthy conversation.