Every VC has a thesis. And often, ppl will say they like to invest in certain industries.
Like: "I invest in B2B!"
As a founder, I would then pitch such investor who seemed like a match & then hear, "Oh, this is not my area."
I found this to be confusing & here's why >>
1/ On Solving Problems On-Chain
So, conventionally, this is about the time I'd start a podcast.
But I prefer bold experiments so I've been chasing partners and people all summer to try something that has never been done before
What is that?
“Christianity is not only one of the destroyed religions but it is the destroyer of all religions. The death of God is a Christian phenomenon. In its modern sense, atheism is a Christian invention.” —René Girard
Today’s tweet storm is on raising money from corporates.
When I first started my investing career (and certainly when I was a founder), I would’ve said raising from corporates was a terrible idea and had low probability of success. But these days, it’s a bit different.
More >>
The Japanese stock market peaked in 1989 and still hasn't recovered. They were the world's #2 economy.
Many countries today are very similar to Japan in the 90s.
So why hasn't Japan been able to recover and what can we learn from them on investing moving forward? 🧵 1/5
Possible reasons why a startup is rejected:
1. Not a live product.
2. Inability to scale.
3. Inability to articulate the gap in the market/ the size of the problem.
Investor calls are like dating, you might or might not fall in love but you sure are to meet many different personalities. The arrogant, the simp, the shy, the catfish and the perfect one.