20VC: Sequoia's Leadership Transition | Michael Burry Shorts NVIDIA and Palantir | Gamma Raises $100M at $2BN | Has Defensibility Died in a World of AI | Datadog Surges as Duolingo Plummets: What is Happening

20VC: Sequoia's Leadership Transition | Michael Burry Shorts NVIDIA and Palantir | Gamma Raises $100M at $2BN | Has Defensibility Died in a World of AI | Datadog Surges as Duolingo Plummets: What is Happening

AGENDA:

04:22 Sequoia's Leadership Transition

09:46 Michael Burry's Big Short on Nvidia and Palantir

17:41 Gamma Raises $100M at a $2BN Valuation

32:34 Does Defensibility Exist Today When Copying is Easy

40:31 Should All Funds Be Way More Diversified

47:12 How to Run a Fundraising Process & What Not To Do

57:57 Datadog Surges 20% and Duolingo Crashes: What Happened

Jaksot(1382)

20 VC: Investing in Hardware and The Future of IOT with Kate Shillo, Director @ Galvanize Ventures

20 VC: Investing in Hardware and The Future of IOT with Kate Shillo, Director @ Galvanize Ventures

Kate Shillo is Director @ Galvanize Ventures, a prolific seed fund which acts as the the investment arm of Galvanize -- a collection of "tech campuses" that offer coworking space and educational programs in order to encourage continuous learning and helping others to grow. within Galvanize, the organization focused on continuous learning and helping others to grow. To date Galvanize ventures have made an astonishing 48 investments in 2 years. Prior to Galvanize, Kate helped Ken Lerer launch Lerer Ventures, now called Lerer Hippeau Ventures due to the addition of Eric Hippeau who was only the show only recently, there Kate lead the investments in the likes of Venmo and Paperless Post. A special thank you to Mattermark for providing all the data displayed in today's show and you can find out more about Mattermark here! In Today's Episode You Will Learn: 1.) How Kate made her way into the world of startups and investing? 2.) What were the biggest takeaways from Kate's time at Lerer Hippeau Ventures and working with the amazing Ken Lerer? 3.) What was it about Galvanize that made Kate leave LHV and Kate provides a brief synopsis on Galvanize Ventures? Sectors? Stage? Geography? 4.) With 42 investments since Feb 2014. What is the strategy at Galvanize? Galvanize's sector weighting is largest in mobile, how does Kate view the space and how would Kate respond to the likes of Fred Wilson stating consumer mobile is very difficult with difficult customer acquisition and then even harder, customer retention? 5.) How has the process been for Kate in establishing the fund? What are Kate and Galvanize's key differentiators to the sea of other NYC seed funds? How does Kate approach deal sourcing at Galvanize? If investing outside the Galvanize community, what channels are the preferred channels? 6.) Why is Kate so excited about hardware? Where does Kate see the future of IOT going? Is crowdfunding an option for hardware startups? Items Mentioned In Today's Episode: Kate's Fave Book: The God of Small Things Kate's Fave Mobile Apps: Slack, Sunrise Calendar, Moments, TwoDots, Panna, Wildcard Kate's Fave Blog or Newsletter: AVC, Ben Evans Kate's Most Recent Investment: Msg.ai As always you can follow The Twenty Minute VC, Harry and Kate on Twitter here! If you would like to see a more colourful side to Harry with many a mojito session, you can follow him on Instagram here!

13 Tammi 201629min

20 VC: David Tisch @ Box Group on The Future of Consumer Mobile, Developing Pattern Recognition and FOMO

20 VC: David Tisch @ Box Group on The Future of Consumer Mobile, Developing Pattern Recognition and FOMO

David Tisch is the Managing Partner of BoxGroup, one of New York most prolific seed investors with investments in over 120 seed-stage technology companies including Vine, Sunrise Calendar, Warby Parker, Harry’s, Oscar, Meerkat, and Zady. As of 2014, David is also the Co-Founder of Spring, an app that allows the worlds best brands to sell directly to consumers on mobile, with his brother Alan who is the CEO. Prior to Box and Spring, David co-founded TechStars NYC, and was named to NYC Mayor Bloomberg’s Advisory Council on Technology. A special thank you to Mattermark for providing all the data displayed in today's show and you can find out more about Mattermark here! Click To Play In Today's Episode You Will Learn: 1.) How David made his way into the world of startups and investing? 2.) Having started Box in 2008, how has David seen the NY venture and startup scene develop over the last years? Matt Hartman @ Betaworks: how has that impacted the type of investments you make? Has it changed your thesis, theme, or any other aspect of how you invest? Kanyi Maqubela @ Collaborative: Does an ecosystem need anchor companies to be great? What are New York's anchor companies? 3.) What is the vision with Box? Is this a fund that lasts through the ages? Last year I heard you made 3 hires, is this a sign of a desire to create the NYC fund? At Box you have a weighting towards mobile consumer tech, how do you respond to Fred Wilson’s post about the mobile downtown and the difficulty in attaining and maintating traction for mobile apps? 4.) What was the motivation behind moving into the world of entrepreneurship with Spring? What aspects of Alan's and Box as a product has contributed to it’s massive success? Items Mentioned In Today's Episode: David's Fave Productivity Tools: Captio David's Most Recent Investment: Nucleus: The Smart Home Wireless Intercom As always you can follow The Twenty Minute VC, Harry and David on Twitter here! If you would like to see a more colourful side to Harry with many a mojito session, you can follow him on Instagram here!

11 Tammi 201631min

20 VC FF 029: VC vs Angel Funding & The Future of E-Commerce with Ivan Mazour, Founder @ Ometria

20 VC FF 029: VC vs Angel Funding & The Future of E-Commerce with Ivan Mazour, Founder @ Ometria

Ivan Mazour is a serial entrepreneur, investor and author. He is the CEO and Founder of Ometria - a predictive analytics and marketing platform built specifically for retailers, letting them use data to increase revenues and provide an improved customer experience. Alongside this main role, he is also the Founding Partner of Innova Kapital - an early stage VC firm investing in UK-based technology startups, including companies like YPlan and organisations like Entrepreneur First. Ivan also writes a popular blog called “A Young Entrepreneur in London”. A special thank you to Mattermark for providing all the data displayed in today's show and you can find out more about Mattermark here! Click To Play In Today's Episode You Will Learn: 1.) How Ivan progressed from making 30+ investments to founding one of Europe's hottest startups? 2.) Considering Ivan's recent fundraising, what does Ivan think of the recent funding environment and landscape? How was it raising venture funding now? 3.) What was the difference between raising an angel round to raising a VC round? Did Ivan have to adapt your pitch accordingly? Do they have differing desires and expectations? 4.) Having raised both VC and angel money recently for Ometria, how has that led Ivan to view his own investing style? Is there anything Ivan looks for or at differently now he has experienced fundraising from the other side? 5.) What have been the hardest and most challenging aspects of growing Ometria? How did Ivan overcome them? 6.) Taking futuristically now on the sector of e-commerce, where does Ivan see the future of technology integrating with retail? Will we see an end to bricks and mortar stores? Items Mentioned In Today's Episode: Ivan's Fave Book: Rich Dad, Poor Dad & How To Win Friends And Influence People Ivan's Fave Blog or Newsletter: Saastr Ivan's Fave Productivity Tools: ToDoist, Google Keep, Google Hangouts As always you can follow The Twenty Minute VC, Harry and Ivan on Twitter here! If you would like to see a more colourful side to Harry with many a mojito session, you can follow him on Instagram here!

8 Tammi 201631min

20 VC: Philipp Moehring, Head of AngelList Europe on Scaling Seed Stage Funding and Why 500 Is Not Your Traditional VC

20 VC: Philipp Moehring, Head of AngelList Europe on Scaling Seed Stage Funding and Why 500 Is Not Your Traditional VC

Philipp Moehring is Head of AngelList Europe and their first European hire, a role he has had since Jan 2014. Whilst being Head of AngelList Europe, he is also Venture Partner for 500 Startups and prior to 500 and AngelList, Philipp was a Principal at Seedcamp and has been involved in more than 100 startups since becoming an investor. For anyone looking to join an AngelList syndicate, absolutely check out Philipp’s here! A special thank you to Mattermark for providing all the data displayed in today's show and you can find out more about Mattermark here! In Today's Episode You Will Learn: 1.) How Philipp made it into startups and investing with AngelList and now 500? 2.) In a recent post Philipp said that management consulting, investment banking and accounting were the worst backgrounds for VCs. Why do you think this and where would you like to see the new breed of VCs emerging from? 3.) Considering your work with AngelList, how do you think the US investing scene differs from the European? Why are we seeing this sudden influx of US capital into European markets? What is driving this influx? 4.) The recent £400m that AngelList received from CSC, Philipp tells us a little more about this and what it means for European companies? 5.) How does Philipp's role with 500 integrate with the AngelList model? How does Philipp split the time? Is Philipp ever concerned that with the dominance of syndicates in the years to come, VCs will become non existent? Items Mentioned In Today's Episode: Philipp's Fave Book: Snow crash, Follow Philipp on GoodReads Here Philipp's Fave Blog or Newsletter: Brad Feld's: Feld Thoughts Philipp's Biggest Productivity Tips: SelfControl (Mac) As always you can follow The Twenty Minute VC, Harry and Philipp on Twitter here! If you would like to see a more colourful side to Harry with many a mojito session, you can follow him on Instagram here!

6 Tammi 201626min

20 VC: Morten Lund on Skype, Bankruptcy, Fintech and Why "Banks Are Full Of Lots Of Stupid People Doing Nothing"

20 VC: Morten Lund on Skype, Bankruptcy, Fintech and Why "Banks Are Full Of Lots Of Stupid People Doing Nothing"

Morten Lund, best know for his seed investment in Skype, he has also founded and co-invested in more than 100 startups including the likes of Airhelp who you might recognize as we interviewed their CEO Nicolas Michaelsen in episode check 32, as well as Bullguard, Maxthon and many more. In today’s incredible interview we talk about the story behind his skype investment, how he went from $150m to bankruptcy moving to the present both with his work with Coders Trust helping coders in developing countries to improve their lives to his rocketship journey with one of the world’s most exciting fintech companies in Tradeshift, who have raised a total of over $200m. If you love today's episode, simply click here and share the love! A special thank you to Mattermark for providing all the data displayed in today's show and you can find out more about Mattermark here! In Today's Episode You Will Learn: 1.) How Morten got into the technology industry and the world of investing? 2.) How did Morten's investment in Skype come about? How did Morten deal with the bankruptcy and how it changed him as a person? 3.) How does Morten view the current state of European fintech? Where are the significant market opportunities that are yet to be exploited? 4.) Following Morten bankruptcy, he only works with "really cool people". So what makes Morten like someone and believe in them? 5.) How did TradeShift come about from Morten's basement? What was the a-ha moment? What has driven the immense success with over $200m invested? What is the future for the company and the future of money? 6.) Looking forward, what is Morten's main goal and aspiration and how does he plan on attaining it? Items Mentioned In Today's Episode: Morten's Fave Book: Shantaram Morten's Fave Blog or Newsletter: The Economist Morten's Most Recent Investment: Hippocorn As always you can follow The Twenty Minute VC, Harry and Morten on Twitter here! If you would like to see a more colourful side to Harry with many a mojito session, you can follow him on Instagram here!

4 Tammi 201623min

20VC FF 028: Where To Start Your Startup and Single Founder vs Co-Founder Model with Richard Hanson, Co-Founder & CEO @ HiringScreen

20VC FF 028: Where To Start Your Startup and Single Founder vs Co-Founder Model with Richard Hanson, Co-Founder & CEO @ HiringScreen

Richard Hanson is CEO and co-founder of HiringScreen, where rocket science meets recruitment. Founded in Jan 2015 in Hong Kong, HiringScreen has raised over $800,000 from a number of investors with plans to expand into the Philippines and Indonesia. Before founding HiringScreen, Richard was an award winning headhunter and recruitment consultancy owner. A special thank you to Mattermark for providing all the data displayed in today's show and you can find out more about Mattermark here! In Today's Episode You Will Learn: 1.) What were the origins of Hiring Screen? What was the a-ha moment for Richard? 2.) What advice would Richard give to founders contemplating entering accelerators? What should they look for and why should they be wary of? 3.) Why does Richard believe that a startup with multiple founders is more beneficial than single founder startups? What would he suggest someone looking to find a co-founder is to do? 4.) Why did Richard start Hiring Screen in Hong Kong? What are Richard's views on Asia's emerging tech scene? What advice would Richard give to a founder deciding where to start a startup? 5.) What has been the most challenging element of growing Hiring Screen? How did Richard overcome it and alter the company from there? 6.) If Richard were to found Hiring Screen again, what would he do differently? Is there anything he wishes he had known before the process? Items Mentioned In Today's Episode: Richard's Fave Book: The Alliance by Reid Hoffman and Chris Yeh Richard's Fave Blog or Newsletter: Calacanis, Feld Thoughts As always you can follow The Twenty Minute VC, Harry and Richard on Twitter here! If you would like to see a more colourful side to Harry with many a mojito session, you can follow him on Instagram here! Free Ebook: How to boost your Conversion Rate Optimization (CRO) by over 100% I would like to say a huge thank you to our sponsor for today's show: LoyaltyBay. Have you ever wished more of your website visitors would convert into a sale, signup or referral? If so, you need Loyalty Bay. With their saas conversion optimizer tool they increase any conversion metric by offering potential customers a choice of personalised rewards to get them to convert. They work with large enterprises like Virgin Media through to startups and have increased conversions on average by over 100%. Free 30 day trial at www.loyaltybay.co.uk

1 Tammi 201625min

20 VC: How To Say No Fast and Efficiently and Why UX Must Always Be At The Core Of What You Do with Sitar Teli, Managing Partner @ Connect Ventures

20 VC: How To Say No Fast and Efficiently and Why UX Must Always Be At The Core Of What You Do with Sitar Teli, Managing Partner @ Connect Ventures

Sitar Teli is Managing Partner at Connect Ventures and has been a venture capitalist for eight years, focusing on early-stage investments in both consumer and B2B companies. Previously with Doughty Hanson Technology Ventures, where she led their Series A round in SoundCloud, she has experience with content, gaming and ecommerce startups. Sitar has a dual degree in Mechanical Engineering and Economics from Duke University. A special thank you to Mattermark for providing all the data displayed in today's show and you can find out more about Mattermark here! In Today's Episode You Will Learn: 1.) How did Sitar make her way into the wonderful world of VC? 2.) How does Sitar approach the difficult task of saying no to entrepreneurs? What is the framework she has adopted over her 8 years in venture? 3.) There are a large amount of sources of capital for business in the seed stage, why did Sitar believe this was the stage with the most opportunity? Is too much capital chasing too few deals? 4.) With the increasing prominence of crowdfunding, is it a viable alternative to VC? Is Sitar concerned that quality deal flow is being lost to Crowdfunding? 5.) What is driving the growth of the European tech startup scene? 6.) Prior to making investments such as that of Citymapper, one obviously has to look at the team and the product. So what do you look for in a founder and what to you makes a great product? Items Mentioned In Today's Episode: Sitar's Fave Book: The Amazing Adventures of Kavalier and Clay Sitar's Fave Blog or Newsletter: Benedict Evans Newsletter Sitar's Fave Apps: Outlook, Sunrise, Citymapper Sitar's Most Recent Investment: Knyttan As always you can follow The Twenty Minute VC, Harry and Sitar on Twitter here! If you would like to see a more colourful side to Harry with many a mojito session, you can follow him on Instagram here! Free Ebook: How to boost your Conversion Rate Optimization (CRO) by over 100% Have you ever wished more of your website visitors would convert into a sale, signup or referral? If so, you need Loyalty Bay. With their saas conversion optimizer tool they increase any conversion metric by offering potential customers a choice of personalised rewards to get them to convert. They work with large enterprises like Virgin Media through to startups and have increased conversions on average by over 100%. Free 30 day trial at www.loyaltybay.co.uk

30 Joulu 201528min

20 VC: The Ultimate Guide To Marketplaces with Boris Wertz, Founding Partner @ Version One Ventures

20 VC: The Ultimate Guide To Marketplaces with Boris Wertz, Founding Partner @ Version One Ventures

Boris Wertz is one of the top tech early-stage investors in North America and the founding partner of Version One. He is also a board partner with Andreessen Horowitz. Before becoming an investor, Boris was the COO of AbeBooks.com which sold to Amazon in 2008. He was responsible for marketing, business development, product, customer service and international operations – leading a team of 60 people. In 2005, he was named the Pacific Ernst & Young Entrepreneur Of The Year. A special thank you to Mattermark for providing all the data displayed in today's show and you can find out more about Mattermark here! In Today's Episode You Will Learn: 1.) How did Boris make his way into the wonderful world of VC? 2.) Why have we seen a mass re-emergence of the marketplace model now? 3.) What was the objective in writing Version One’s book, A Guide To Marketplaces? What did Boris feel the public needed to know that was not already known? 4.) For an entrepreneur looking to move into the marketplace sector, how can they select the right market, are there any essential components they must consider? 5.) The book discusses the benefits of both direct and indirect network effects for marketplaces but in the early days what should startups focus on; demand or supply? How should they go about addressing this element? 6.) What are the core required elements of scaling a marketplace? Items Mentioned In Today's Episode: Boris's Fave Book: Hard Things About Hard Things by Ben Horowitz Boris's Fave Blog or Newsletter: AVC by Fred Wilson Boris's Most Recent Investment: Headout To check out The Two Minute Takeaway from today's show, click here! As always you can follow The Twenty Minute VC, Harry and Boris on Twitter here! If you would like to see a more colourful side to Harry with many a mojito session, you can follow him on Instagram here! Free Ebook: How to boost your Conversion Rate Optimization (CRO) by over 100% Have you ever wished more of your website visitors would convert into a sale, signup or referral? If so, you need Loyalty Bay. With their saas conversion optimizer tool they increase any conversion metric by offering potential customers a choice of personalised rewards to get them to convert. They work with large enterprises like Virgin Media through to startups and have increased conversions on average by over 100%. Free 30 day trial at www.loyaltybay.co.uk

28 Joulu 201529min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
herrasmieshakkerit
rss-rahamania
hyva-paha-johtaminen
rss-neuvottelija-sami-miettinen
oppimisen-psykologia
pomojen-suusta
rss-lahtijat
rss-rahataito-podcast
ostan-asuntoja-podcast
rahapuhetta
lakicast
rss-merja-mahkan-rahat
rss-laakispodi
rss-ammattipodcast
rss-pelastetaan-strategia
rss-myynti-ei-ole-kirosana