early stage investing
7 statements across 7 episodes · 3 bullish · 3 bearish · 6 people on the record · first statement Jan 7, 2019 by Scott Belsky · across every show →
Everything said about early stage investing, oldest first
Jan 7, 2019
Jan 25, 2021 negative
Libin: Early-stage VC incentives force startups to take damaging shortcuts
“The incentives are when you're investing, especially if you're doing early stage investing, just like me, you're not looking for things that are likely to succeed, right? You're looking for things that have a plausible chance of succeeding, even if it's not a …”
Dec 6, 2021 positive
Apr 28, 2023 bearish
Guo: Tiger Global's index-style early-stage strategy will perform poorly
“Short on a multi-stage fund. I think early in growth investing is more different than it appears. And so I think there are firms that like, you know, tried the early stage investing route with like a blanket based approach. And like, I don't know if that's goi…”
Sep 6, 2024 positive
Chirls: Early-stage venture returns require investing in ignored sectors
“If I've learned, I don't know, one thing over the last 12 years or 13 years investing is that the only way that I personally have ever made money, and I think this is probably true for most of early stage investing, is to invest in something that no one cares …”
Jul 10, 2025 bullish
Oct 23, 2025 bearish
Calacanis: AI vibe coding renders classic early-stage VC software evaluation obsolete
“If in six months, all this stuff can be vibed by anybody, right? Like then how the hell can we tell those early stage investors? We can still judge founders. Don't get me wrong. Right. But when a 19 year old founder walks into 20 VC and the product is really, …”