Insight certainty 4/5 debate potential 2/5

Rob Go: Accessing Top Companies Outweighs Strict Deal Terms in VC

Rob Go · Rob Go: The Ultimate Guide to Raising a Venture Fund | E1029 · 20VC with Harry Stebbings · Jun 23, 2023 · at 1:05:31

Rob Go is co-founder and Partner at seed firm NextView Ventures, offering a core heuristic on venture capital portfolio strategy.

0:00 / 0:03exact quote · 3.4s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“In a power law business, you just want to get into the best companies.”

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 Rob Go

Insight
Rob Go: Endowments Are Often the First LPs to Flee in Downturns
“You know, there was a time when folks used to say that, like, endowments and foundations are the most robust long-term partners that exist on the planet. It is just not true. I've heard so many cases where markets turn, things change, and the first ones to lea…”
Rob Go Jun 23, 2023 ▶ 19:04 Rob Go: The Ultimate Guide to Raising a Venture Fund | E1029 · 20VC with Harry Stebbings
Insight
Rob Go: Funds 2 and 3 Struggle to Convert Fund-of-Funds LPs
“Weirdly, when you're in the middle, you're neither new, nor are you so well known that you have, like, a great brand. Fund to funds are not as good. So what I found is that, like, funds, you know, Three-ish, two to three, it's actually harder to get a new fund…”
Rob Go Jun 23, 2023 ▶ 50:02 Rob Go: The Ultimate Guide to Raising a Venture Fund | E1029 · 20VC with Harry Stebbings
Prediction Open · timeframe Jun 2028
Rob Go Predicts Multistage VC Funds Will Eventually Abandon Seed Investing
“I don't think that it will persist because at some point the multistage funds will say, hey, it's not really worth, worth our time and effort to invest at this stage. And, you know, they'll, they'll turn their attention to later stage rounds where you write bi…”
Rob Go Jun 23, 2023 ▶ 57:28 Rob Go: The Ultimate Guide to Raising a Venture Fund | E1029 · 20VC with Harry Stebbings
Insight
Rob Go: Best Seed Opportunities Are Non-AI Companies and Non-Pedigreed Founders
“I think there's actually a lot of opportunity out there for non-consensus thinking. I think there are a lot of companies that aren't getting very much love because they're not AI. The teams aren't fancy founders that came from well-known companies that are jus…”
Rob Go Jun 23, 2023 ▶ 59:44 Rob Go: The Ultimate Guide to Raising a Venture Fund | E1029 · 20VC with Harry Stebbings
Prediction Held up
Rob Go: Late-Stage VC Investors Will Suffer Badly in Market Correction
“I think there are a lot of later stage investors that are gonna get their hands slapped pretty badly as you know, the value, the late stage valuations that work Get worked out in this market.”
Rob Go May 16, 2016 ▶ 10:19 20VC: Rob Go @ NextView on WTF Is Seed Investing Today and Why Raising Too Much Money Can Harm Your Startup
Disclosure
NextView Passed on DraftKings Due to Misjudging Market Size
“I knew he was special, and he walked into our offices to pitch DraftKings along with two other extraordinary co-founders, and we passed, not because of, like, regulation, but because we misunderstood the market size.”
Rob Go Jun 23, 2023 ▶ 0:11 Rob Go: The Ultimate Guide to Raising a Venture Fund | E1029 · 20VC with Harry Stebbings
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.