investing

18 statements across 16 episodes · 5 bullish · 1 bearish · 16 people on the record · first statement Jul 13, 2015 by Jonathan Libov · across every show →

Everything said about investing, oldest first

Jul 13, 2015 positive
Insight
Kuhn's Paradigm Shift Concepts Directly Apply to Venture Investing
“And I think that's actually, you know, I hate to sound too grandiose, I think some of those ideas are actually applicable in investing, where, you know, you bring with you a certain framework for looking at the world and then the, then that framework breaks do…”
Jonathan Libov Jul 13, 2015 ▶ 19:54 20 VC 053: Inside Union Square Ventures with Jonathan Libov @ Union Square Ventures
Feb 22, 2017
Insight
Operator VCs must evaluate founders assuming they won't build the product
“And so you really need to make a decision when investing, assuming that, that you're not going to be able to kind of work day in, day out and help them build the product. Do you still believe that they can get there right with you as a mentor coach, not you as…”
Ben Blumenfeld Feb 22, 2017 ▶ 18:24 20VC: Why Venture Is A Service Product? Why There Is No Such Thing As Product Market Fit & Why Startups Need To Be More Design Orientated with Ben Blumenfeld, Co-Founder & General Partner @ Designer Fund
Apr 16, 2018
Insight
Zal Bilimoria Says Extreme Curiosity Is the Most Important Investing Trait
“And then the second thing I learned at A-Six-Z is how to be an insanely curious person, and why that's the most important thing about investing.”
Zal Bilimoria Apr 16, 2018 ▶ 5:29 20VC: How a16z Uses NPS To Create Better Founder Experiences, Why Intellectual Curiosity Is The Most Important Investor Trait & Creating A Fund To Last Through The Ages with Zal Bilimoria, Founding Partner @ Refactor Capital
Jul 3, 2020
Insight
DeWahl: Operating and investing complement each other through distinct operational views
“Operating and investing are incredibly complimentary. Investing encourages you to be up there at that 30,000 foot view, seeing patterns across industries, comparing business models, looking at macro trends to see where those next pockets of opportunity might b…”
Julia DeWahl Jul 3, 2020 ▶ 30:26 20VC: Biggest Lessons From Opendoor's Scaling Journey, How To Implement Systems for Growth & The Right Way To Structure Customer Discovery Processes with Julia DeWahl, Angel Investor
Jul 13, 2020 neutral
Insight
Palihapitiya: Investing is an infinite game where survival is the only success
“If you think about investing more broadly speaking, it's an infinite game. And the only real competitor is yourself because the only thing you're really fighting is not really market gyrations, but it's your own psychology. And if you can manage your own psych…”
Chamath Palihapitiya Jul 13, 2020 ▶ 29:31 20VC: Chamath Palihapitiya on Why IPOs and Direct Listings Are Broken, Turning Social Capital Into A Combination of Berkshire Hathaway, Koch Industries and The Red Cross, Why Forecasts Are Worthless, What Creates True Defensibility & Why You Have To Be Pr
Oct 1, 2020
Insight
Boyle: Great Investing Requires Balancing Reason and Revelation
“I very much believe that investing is this unique combination of reason and revelation, and that understanding that mix is sort of the key to being a great investor, and I think it's also the key to being a great journalist.”
Katherine Boyle Oct 1, 2020 ▶ 7:45 20VC: What Is Founder Narrative Fit and How to Detect and Invest In It, How To Avoid Consensus Thinking When Investing, Price Sensititivity; When To Pay Up vs Stay Disciplined & From New York Times To General Catalyst; Why Venture and Journalism are Not S
Oct 1, 2020
Insight
Boyle: Venture Capital Resembles a Multiplayer Strategy Game
“And so I think the big takeaway from my thinking there is that, you know, he was the first person to tell me that investing is much more like a multiplayer strategy game than it is like any other asset class.”
Katherine Boyle Oct 1, 2020 ▶ 11:46 20VC: What Is Founder Narrative Fit and How to Detect and Invest In It, How To Avoid Consensus Thinking When Investing, Price Sensititivity; When To Pay Up vs Stay Disciplined & From New York Times To General Catalyst; Why Venture and Journalism are Not S
Feb 4, 2021
Insight
Fishner-Wolfson: Investors must focus on decision-making process over short-term outcomes
“And I think the lesson from poker that I think very much applies to investing is to focus on process and not outcomes, right? Outcomes matter over a long period of time, but there's a lot of noise. And the better you can focus on making the process, you know, …”
Justin Fishner-Wolfson Feb 4, 2021 ▶ 8:04 20VC: Why VCs Should Care More About Cost of Capital and Less About Ownership, Investing Lessons from working with Peter Thiel at Founders Fund, Why Liquidity Aligns Incentives Between Founders and Investors & Why It Is The Last Double That Matters in Ven
Mar 4, 2021 positive
Opinion
Tenev: Retail investing is now as culturally relevant as sports and music
“Investing is as culturally relevant as music and the arts and sports”
Vlad Tenev Mar 4, 2021 ▶ 27:12 20VC: Robinhood Founder Vlad Tenev on His Biggest Lessons Managing Through A Crisis, The Events of The Congressional Committee, Raising $2.4Bn Fast and Why It Was Necessary & Why It Is Ludicrous To Suggest Robinhood Put The Business Ahead of it's Customer
Mar 4, 2021 bullish
Prediction Partly held up
Tenev: The shift toward direct individual retail investing is permanent
“I think it's a permanent shift. I think there's a movement in this country that has started and is continuing to have more of the investing done by individuals directly.”
Vlad Tenev Mar 4, 2021 ▶ 19:33 20VC: Robinhood Founder Vlad Tenev on His Biggest Lessons Managing Through A Crisis, The Events of The Congressional Committee, Raising $2.4Bn Fast and Why It Was Necessary & Why It Is Ludicrous To Suggest Robinhood Put The Business Ahead of it's Customer
Aug 2, 2021 neutral
Opinion
Lazerow: Growing a tech startup is far harder than investing
“And although investing seems different, I would never compare it to how difficult it is to growing a tech startup.”
Mike Lazerow Aug 2, 2021 ▶ 5:37 20VC: Mike Lazerow on Why How You Operate As a VC Is More Important Than Who You Are and What You Have Done, Why Boards Are More Important for the Entrepreneur than Investor & How The Best Entrepreneurs Prep Their Boards & Extract Value From Them
Jun 8, 2022 negative
Opinion
Ian Lee: Investing Feels One or Two Derivatives Removed From Building
“When I got exposed to investing, it for me was very removed, I guess, from the process of building. It was like at least one or two derivatives off From the actual work that was happening.”
Ian Lee Jun 8, 2022 ▶ 2:00 Ian Lee: Why DAOs Will Replace Venture Capital; Biggest Threat to Web3 | 20VC #893 · 20VC with Harry Stebbings
Nov 4, 2022 neutral
Insight
Mauboussin: Strong investment track records often stem purely from systemic randomness
“When you think about investing, there may be a lot of randomness in the system, and some people are going to be in the position to be lucky, and hence, they'll, their track record, for example, may look good as just beneficiaries of a random system.”
Michael Mauboussin Nov 4, 2022 ▶ 2:39 Michael Mauboussin: The Single Biggest Mistake Investors Make In Decision-Making | 20VC #945 · 20VC with Harry Stebbings
Dec 6, 2022
Insight
Casado: Venture investing suffers from a subconscious principal-agent career problem
“You need to realize that there's a real principal agent problem in investing. And it's not even conscious. It's like, if you have a team or whatever, people are going to do like subconsciously do what's best for their careers or whatever.”
Martin Casado Dec 6, 2022 ▶ 54:18 a16z GP Martin Casado: How I Went from Engineer to VC; Lessons from Chris Dixon | 20VC #956 · 20VC with Harry Stebbings
Mar 4, 2024
Insight
Tangen: The More Uncomfortable an Investment Position Feels, the Better It Is
“But the thing is that the more uncomfortable you feel, the better it probably is. And so as long as you know that, that takes away some of that uncomfortable feeling.”
Nicolai Tangen Mar 4, 2024 ▶ 26:16 Nicolai Tangen: Managing the Largest Sovereign Wealth Fund in the World | E1122 · 20VC with Harry Stebbings
Mar 27, 2024 positive
Insight
Dixon: Venture capital and hiring should focus on strength, not lack of weakness
“Invest in strength, not lack of weakness.”
Chris Dixon Mar 27, 2024 ▶ 1:02:46 Chris Dixon: Who Will Win the Next Generation of Venture? | E1132 · 20VC with Harry Stebbings
Mar 7, 2026 neutral
Insight
Mitchell Green: Buying is glamorous, but selling is the real job
“Buying is glamorous. Selling is the job.”
Mitchell Green Mar 7, 2026 ▶ 31:39 Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
Apr 18, 2026 positive
Opinion
Jake Paul Would Choose to Be Number One in Investing Over Boxing
“Investing. Actually, yeah. Yeah, a hundred percent. It's, I think, the, something that I can do forever, like, and it's really enjoyable, and I really love, like, Being a part of the cutting edge things in technology, and like, advancing society, and human evo…”
Jake Paul Apr 18, 2026 ▶ 55:03 Jake Paul: Traditional VC is Toast & Attention is More Valuable than Cash · 20VC with Harry Stebbings
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