Derek J. Mazur

I studied biology in school, to appreciate the little things in life. Now I’m a “venture capitalist” and pretend to know what I’m doing 🫠💫

[Derek J. Mazur @derekjmazur]

@KaltsasN @litcapital Then you haven’t seen me at Costco

[Derek J. Mazur @derekjmazur]

@tkexpress11 AUM chase will force VCs to think about PE assets within certain narrow scopes. That said, who will buy your tech enabled DSO dental with 10% margins versus the regular one at 20%. PE, at a discount.

[Derek J. Mazur @derekjmazur]

@McNolf @BoringBiz_ Not necessarily known by the public. But no, I believe it is not insider trading as you are not an insider of the company nor told by an insider what’s happening wrt MNPI, you’re just part of a real life SIMS 5 Careers (pilots) which has no precedent

[Derek J. Mazur @derekjmazur]

@VCBrags If only you didn’t write the last sentence. This could have been funny.

[Derek J. Mazur @derekjmazur]

@doomerzoomer Wild that capex is a proxy for valuation… all these firms valuations are known? Not sure why not use that. Still must be 100-200x revenues which is spot on for value investing in AI this week

[Derek J. Mazur @derekjmazur]

@billmaher Funny, but seems more like someone on his team is writing these, he’s in CA btw, where the world’s most talented writers live. Trump, we know, writes his own things bc how can you outsource it… still not a bad tactic by Gavin and team

[Derek J. Mazur @derekjmazur]

@doomerzoomer Yeah. Need more VC funding

[Derek J. Mazur @derekjmazur]

@carrynointerest I know an analyst with no industry experience wrote all the text… how? Bc that used to be me. CIMs are all the same

[Derek J. Mazur @derekjmazur]

@VCBrags You’re def building a brand 👍

[Derek J. Mazur @derekjmazur]

@AlyssaJoyJaffee Many of those have raised I’m sure… just inside money, therefore no repricing, it’s a stunning statistic though and unclear what happens next

[Derek J. Mazur @derekjmazur]

@ChrisJBakke Interesting. But being an operator takes many different skillsets than coding

[Derek J. Mazur @derekjmazur]

@AlyssaJoyJaffee It’s a wondrously perpetually made mistake to underestimate healthcare ecosystems. The few companies I’ve seen attempting what you’re describing are backed by SV and not HC investors which says it all

[Derek J. Mazur @derekjmazur]

@anothercohen What interesting barometers for success... I apparently peaked at 12 when I won 8 trophies at basketball camp and was then interviewed by my local paper that same day on how hot the weather was

[Bruce Booth @LifeSciVC]

The bigger question for me is whether VC money is the rate-limiting factor today for innovation... I don't think it is: 10x more VC money available today than a decade ago.

Promising science is also abundant, though translational risk remains high. Shiny new "backable" things are everywhere though.

So it's really not money or ideas. The fundamental rate-limiter is talent.

Experienced management teams who can navigate thru the R&D labyrinth, secure capital & deals, and truly lead biotech enterprises ... these are truly scarce.

Big new funds and sources of capital don't directly solve this talent gap.

Further, the increasing haves/have-not's divergence in VC funding (big rounds are getting bigger) indirectly attempts to solve for this by concentrating capital behind relatively fewer teams/companies rather than spreading capital like peanut butter over more companies. But these "mega-rounds" often promote capital inefficiency, reduce marginal pipeline quality, and constrain viable exit paths.

Instead of throwing more money at the problem... figuring out how identify, cultivate, develop, and scale the next generation of leadership is the single most important key for our ecosystem to unlock the next wave of biomedical innovation.

[Derek J. Mazur @derekjmazur]

@penunurialex TIL Steve Jobs is Ashton Kutcher

[Derek J. Mazur @derekjmazur]

@asanwal Who are the 1-2% that met online in the 80s??

[Derek J. Mazur @derekjmazur]

@TansuYegen Makes sense, thanks 🙏🏻

[Derek J. Mazur @derekjmazur]

@TimDraper

[Derek J. Mazur @derekjmazur]

@rod_mallo Definitely tweeting

[Derek J. Mazur @derekjmazur]

@VCBrags Has to be portco or fund branded branded, wow so off