Rob Go is a co-founder and Partner at NextView Ventures. He reflects on NextView's decision to pass on DraftKings when co-founder Jason Robins pitched them.
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…”
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…”
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…”
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…”
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.”
Insight
Rob Go: Energy and Hustle Give Young VCs a Competitive Advantage
“But I really believe venture is a young person's game. Like the amount we were talking about this before you started recording, right? Like the amount of like energy and hustle that you're able to deploy as a young person is truly a competitive advantage.”