20VC: Who Wins in AI; Startup vs Incumbent, Infrastructure vs Application Layer, Bundled vs Unbundled Providers | From 150 LP Meetings to Closing $230M for Fund I; The Fundraising Process, What Worked, What Didn't and Lessons Learned with Tomasz Tunguz
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch21 Huhti 2023

20VC: Who Wins in AI; Startup vs Incumbent, Infrastructure vs Application Layer, Bundled vs Unbundled Providers | From 150 LP Meetings to Closing $230M for Fund I; The Fundraising Process, What Worked, What Didn't and Lessons Learned with Tomasz Tunguz

Tomasz Tunguz is the Founder and General Partner @ Theory Ventures, just announced last week, Theory is a $230M fund that invests $1-25m in early-stage companies that leverage technology discontinuities into go-to-market advantages. Prior to founding Theory, Tom spent 14 years at Redpoint as a General Partner where he made investments in the likes of Looker, Expensify, Monte Carlo, Dune Analytics, and Kustomer to name a few. Tom also writes one of the best blogs and newsletters in the business which can be found here.

In Today's Episode with Tomasz Tunguz We Discuss:

  1. Founding a Firm: The Start of Theory:

  • Why did Tom decide to leave Redpoint after 14 years to found Theory?
  • What are 1-2 of his biggest lessons from Redpoint that he has taken with him to his building of Theory?
  • What does Tom know now that he wishes he had known when he started investing?

2. From 150 LP Meetings to Closing $230M: Raising a Fund I

  • How would Tom describe the fundraising process?
  • How many meetings with LPs did he have? How many did he know previously?
  • What documents did he share with LPs? Did he have a dataroom? How did he use it?
  • How did Tom create a sense of urgency to compel LPs to come into the fund?
  • How does Tom feel about the debate between one close and multiple closes?
  • What was the #1 reason LPs said no to investing?
  • What worked and Tom would do again for the next raise? What did not work and he would change for the next raise?

3. Where Will Value Accrue in the Next Decade of AI:

  • Startup vs Incumbent: Will incumbents embrace AI before startups are able to acquire distribution?
  • Infrastructure vs Application Layer: Where will the majority of value accrue in the next decade; infrastructure or application layer?
  • Bundled or Unbundled: Will bundled services be the dominant consumer and enterprise choice or will unbundled specialized solutions win?

4. AI and The World Around It:

  • How does Tom believe AI could save the US economy?
  • Why does Tom believe Google are the losers in the AI race?
  • Which incumbents have responded best to AI?
  • Why does Tom believe we will be in a worse macro place at the end of the year than we are now?

Jaksot(1386)

20 VC 002: How to become a VC with Kris Jones

20 VC 002: How to become a VC with Kris Jones

In this session of The Twenty Minute VC, I'm so excited to have the opportunity to interview Kris Jones. Kris has enjoyed an amazing career in the technology industry, founding PepperJam, an internet marketing agency in 1999 and later selling it to Ebay in April of 2010. More recently, Kris has made his transition into the Venture Capital Industry through the founding of an early stage technology investment fund, KBJ Capital, which includes portfolio companies Highlighter.com, French Girls App, ReferLocal.com, LSEO.com and many more incredible companies. In this session you'll learn: Why Kris decided to make the transition from the Startup ecosystem to the world of Venture Capital. How did it feel for Kris, selling his company to Ebay? What was the most important lesson Kris learnt in the journey from having the idea for PepperJam to being acquired by Ebay? What is the key characteristic a Founder must have? What can an individual do to get employed in the Venture Capital industry. Kris is also a prolific writer here are some of his articles, you can check out! Forbes: 15 Steps to Set Your Company Up for a Successful M&A Mashable: 9 Ways Social Media Marketing Will Change in 2014 Citibank: How to Impress a Potential Investor

13 Tammi 201522min

20 VC 001: Guy Kawasaki of Apple, Motorola and AllTop.com

20 VC 001: Guy Kawasaki of Apple, Motorola and AllTop.com

Welcome to the 1st episode of The Twenty Minute VC, on today's show we have Guy Kawasaki, Guy is the Founding Partner of Garage Technology Ventures, a seed & early stage venture capital fund investing in extraordinary entrepreneurs with unique technologies. Previously, he was Chief Evangelist of Apple Inc and an advisor to the Motorala Business Unit of Google. Guy is also the author of many best selling books including the recent best seller, The Art of Social Media: Power Tips for Power Users. In this episode we delve into: Why Guy made the transition into the VC industry? What is the most important aspect for a startup to have? What drives Guy insane about startup founders today? What books Guy gives to aspiring entrepreneurs? What software & apps Guy cannot live without? We then finish on a quick fire round where we discover Guy's thoughts on the future of Amazon, Tesla and whether we really are in the midst of a tech bubble. All of the products mentioned in todays show can be found at www.thetwentyminutevc.com If you love the show, please do leave a review on the iTunes store and don't forget to subscribe!

13 Tammi 201519min

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