The Ledger
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Startups with capital and product-market fit should aggressively pursue market share
“If you have access to capital and the product idea fundamentally makes sense, then I would say it overall is the right thing to do to be pretty aggressive early on and try and take as much market share as possible.”
Creating new user behaviors often causes temporary unit economic inefficiency
“If you're creating a new user behavior, it can be unit economics inefficient for some time.”
Poor deal selection damages a venture firm's future access to elite founders
“You would not be able to pick the best company unless you have access to it, so you need to have access first, and if you've made a lot of type one, type two errors in picking, then you wouldn't have The same access to high quality founders in the future eithe…”
Local footprints suit early-stage VC, while global scale suits late-stage VC
“For early stage, being local is a competitive advantage, as you're, you know, actually involved in building the product, hiring the engineers, etc. The later stage, global becomes, becomes a competitive advantage as well.”
Scaling founders cannot delegate building relationships with regulators and ecosystem partners
“As a large company, you cannot have blind spots, and corrective course of action becomes tougher as you become bigger, so you're better off basically investing in the team ahead of time, and second, I would say investing time in building a relationship with th…”