20VC: Why the SaaS Apocalypse is BS | Why China Will Win the AI War | Why 50% of VCs Should Not Exist and are Tourists | Why Stock-Based Comp is the Hidden Sin of the Valley with Mitchell Green, Lead Edge Capital

20VC: Why the SaaS Apocalypse is BS | Why China Will Win the AI War | Why 50% of VCs Should Not Exist and are Tourists | Why Stock-Based Comp is the Hidden Sin of the Valley with Mitchell Green, Lead Edge Capital

Mitchell Green is a legendary growth equity investor and the Founder and Managing Partner of Lead Edge Capital, a firm with over $5 billion in assets under management. Known as a relentless "money maker", Mitchell has led investments in the likes of Bytedance, Toast, Procore, Duo Security and more.

AGENDA:

0:00 The SaaS Apocalypse: Why Incumbents Aren't Going to Zero

05:50 "Dead Money": Why Public Software Estimates Were Too High

08:15 Leverage is the Enemy: Lessons from the 1999 Retail Crash

11:50 The Truth About Growth Equity: Zeroes vs. 10X Returns

15:40 Mainframes to AI: Why Oracle and SAP Will Thrive

20:35 The "Stock-Based Comp" Scandal: Silicon Valley's Hidden Crime

24:35 ByteDance vs. The World: Why China Could Win the AI War

31:50 Selling is the Job: Why Buying is the Most Glamorous Part of VC

35:45 Too Many Tourists: Why 50% of VCs Shouldn't Be in the Business

44:10 The Gross Dollar Retention Rule: The Only Number That Matters in SaaS

Episoder(1450)

20 VC 018: Seed Stage Investing with Stefan Glaenzer of Passion Capital

20 VC 018: Seed Stage Investing with Stefan Glaenzer of Passion Capital

Stefan Glaenzer is Founding Partner at Passion Capital an early stage VC fund who have invested in the likes of DueDil, GoCardless and CarThrottle. He is also Co-Founder of White Bear Yard, a co-worki...

9 Mar 201519min

20 VC 017: Nektarios Liolios of Startupbootcamp on Fintech, Pitching and London's Tech Scene

20 VC 017: Nektarios Liolios of Startupbootcamp on Fintech, Pitching and London's Tech Scene

Nektarios Liolios is Co-Founder and Managing Director of Startupbootcamp Fintech, the leading innovation program in the financial industry providing access to a global network of investors and VCs for...

5 Mar 201520min

20 VC 016: Y Combinator, Twitch.TV and Socialcam with Mike Seibel

20 VC 016: Y Combinator, Twitch.TV and Socialcam with Mike Seibel

Mike Seibel has enjoyed the most incredible career in the technology industry on both the Founder and the VC side of the table. He was Co-Founder and CEO of Justin.TV which was part of the Y Combinato...

2 Mar 201522min

20 VC 015: Marketplaces, IPOs and the NY Startup Scene with Lisa Wu

20 VC 015: Marketplaces, IPOs and the NY Startup Scene with Lisa Wu

Lisa is Vice President at Norwest Venture Partners (NVP), where she focuses on early to late stage investments with emphasis on consumer internet. Before joining NVP, Lisa worked in Amazon's Worldwide...

26 Feb 201517min

20 VC 014: Acquired by Salesforce turned VC with Kyle Lui

20 VC 014: Acquired by Salesforce turned VC with Kyle Lui

Kyle Lui is Principal at DCM Ventures where he helps entrepreneurs scale their companies and advise on product development across IOT, consumer internet and mobile and enterperise Saas. Prior to DCM, ...

23 Feb 201520min

20 VC 013: Frank Meehan Series A, Spark Labs and The Future of The Asian Tech Market

20 VC 013: Frank Meehan Series A, Spark Labs and The Future of The Asian Tech Market

Frank is Co-Founder and General Partner at Spark Labs Global seed fund where he has invested in 40 companies in the US, UK and Asia. Previously, Frank was part of Horizon Ventures where he represented...

20 Feb 201519min

20 VC 012: Angel Investing, Accelerators and AdTech with Clark Landry

20 VC 012: Angel Investing, Accelerators and AdTech with Clark Landry

Clark Landry is Founder and Chairman at Shift, the leading social advertising network for brands. He is also Executive Chairman of GraphEffect, a prominent social media marketing firm. In recent years...

18 Feb 201526min

20 VC 011: London's Early Stage Funding Scene with Thomas Jones

20 VC 011: London's Early Stage Funding Scene with Thomas Jones

A very exciting day on the 11th episode of The Twenty Minute VC as we welcome our 1st London based guest on the show, Thomas Jones. Thomas is Founder and Partner at Charlotte Street Capital, who inves...

9 Feb 201525min

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