Gigascale Capital
3 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 29, 2024 by Mike Schroepfer · said 2 times in 1 episodes since 2024 · across every show →
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Everything said about Gigascale Capital, oldest first
May 29, 2024
Schroepfer: Passing on great founders in weak initial markets caused biggest misses
“The biggest like misses I've made Is sort of trying to outsmart the entrepreneur, and that's basically, ooh, I love that entrepreneur. They're so good, but like, I don't really like the market they're in, and then they pivot into a different market that I real…”
May 29, 2024
Schroepfer: Investment memos should focus on key success assumptions
“I think of like my deal memo is like, what do I have to believe for this company to be wildly successful? Right? And so it's like, and it's usually like a one, two, three. It's like, I have to believe this. I have to believe that. I believe this happens. This …”
May 29, 2024 negative
Schroepfer: Avoid investing in startups reliant on future legislative changes
“If your business is premised on some future law being passed, then, like, you know, that's a binary outcome that is completely outside of your control, and unless I have some information that makes me bullish that that's gonna happen, we're probably not gonna …”