Trae Vassallo, founding partner at Defy.vc, outlines the market thesis behind investing in smart dashcam startup Owl Cam.
0:00 / 0:06exact quote · 6.7s
720p mp4 · rendered on demand · StarZero watermark
“Uber Lyft drivers having something like this in their car, its impact on insurance rates is going to be important.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Trae Vassallo
Opinion
Venture Capital Decision-Making Does Not Scale Beyond Five Partners
“And so one of the learnings for myself was that I wasn't so sure that venture scaled well. Of making hard decisions. It's different when you have five people around a table versus 10 people around the table.”
Trae VassalloJun 4, 2018▶ 9:4920VC: What John Doerr Taught Me About Great Investing, Why Not All A Rounds Are Post-Traction and Why Despite Overfunding, There Is Still Gaps In Venture Financing with Trae Vassallo, Founding Partner @ Defy.vc
AssertionSupported
Billion-Dollar VC Funds Have Abandoned $3M-$4M Checks for $10M-$15M+
“A lot of the venture firms that used to be early stage focused venture firms have gone from, you know, having 304 hundred million dollar funds to billion dollar funds. And these billion dollar funds are not likely investing three to four million dollars at a t…”
Trae VassalloJun 4, 2018▶ 13:2320VC: What John Doerr Taught Me About Great Investing, Why Not All A Rounds Are Post-Traction and Why Despite Overfunding, There Is Still Gaps In Venture Financing with Trae Vassallo, Founding Partner @ Defy.vc
Insight
VC Fee Structures Create Adverse Incentives to Outsource Back-Office Operations
“And I will add the reason why a lot of people end up outsourcing it is because it becomes a fund expense. When you outsource it to hire someone that comes out of the management fee pool. And so there's a weird adverse incentive to want to hire the right people…”
Trae VassalloJun 4, 2018▶ 21:5120VC: What John Doerr Taught Me About Great Investing, Why Not All A Rounds Are Post-Traction and Why Despite Overfunding, There Is Still Gaps In Venture Financing with Trae Vassallo, Founding Partner @ Defy.vc
Insight
Vassallo: Tech diversity requires active participation from white male allies
“I mean, things aren't going to change unless middle class white guys are part of what's helping change what we're doing.”
Trae VassalloJun 4, 2018▶ 25:3120VC: What John Doerr Taught Me About Great Investing, Why Not All A Rounds Are Post-Traction and Why Despite Overfunding, There Is Still Gaps In Venture Financing with Trae Vassallo, Founding Partner @ Defy.vc
AssertionSupported
Good Technology Was Sold to Motorola for $500 Million
“We ultimately sold that company to Motorola for five hundred million”
Trae VassalloJun 4, 2018▶ 7:1520VC: What John Doerr Taught Me About Great Investing, Why Not All A Rounds Are Post-Traction and Why Despite Overfunding, There Is Still Gaps In Venture Financing with Trae Vassallo, Founding Partner @ Defy.vc
Opinion
Vassallo: The venture capital industry is overfunded
“The venture industry is overfunded. I mean, I don't think anyone would argue that there's, you know, not too much capital in the venture industry.”
Trae VassalloJun 4, 2018▶ 12:2120VC: What John Doerr Taught Me About Great Investing, Why Not All A Rounds Are Post-Traction and Why Despite Overfunding, There Is Still Gaps In Venture Financing with Trae Vassallo, Founding Partner @ Defy.vc
Made with StarZero
Turn any episode into a week of clips.
This entire site, over 1,200 episodes transcribed, diarized, checked and made playable,
runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the
moments worth sharing, cuts them, captions them, and reframes them for every feed.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.