“Two things are allowed to be true at the same time, which is our space has too much capital and it's allowed to be, and it's actually less competitive for great companies.”
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More from Neil Mehta
Opinion
Mehta: Factory-style venture capital fails the top 10 to 15 elite founders
“I think that's actually the right end state for a vast majority of our industry. I think, like, 90 something plus percent of our industry should work that way. But I think for, like, the 10 to 15 best founders each year, that's precisely the wrong way to work.”
Neil MehtaApr 15, 2025▶ 33:29Finding the Next Figma, Wiz, & Stripe Before It's Obvious | Neil Mehta Interview · Invest Like The Best
Insight
Mehta: Greenoaks actively seeks founders who micromanage, stay in weeds, fire fast
“Some of those characteristics are exactly what we look for in a founder. We like micromanagers. We like people that are in the weeds. We like people that fire fast.”
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Opinion
Mehta: No venture capital firm has more than a few good investors
“I've never met a firm that's had more than a few good investors.”
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Opinion
Mehta: DST Global founder Yuri Milner is the greatest investor of all time
“I think it's Yuri Milner.”
Neil MehtaApr 15, 2025▶ 1:31:03Finding the Next Figma, Wiz, & Stripe Before It's Obvious | Neil Mehta Interview · Invest Like The Best
Insight
Mehta: A company's most critical metric is employee optimism about the future
“If you pulled everybody at this company and you asked them, are your best days ahead of you or behind you? What would the proportion of people say? And especially the most important people. It's not like year over year growth. It's not margins. It's not like s…”
Neil MehtaApr 15, 2025▶ 28:06Finding the Next Figma, Wiz, & Stripe Before It's Obvious | Neil Mehta Interview · Invest Like The Best
Opinion
Mehta: Frontier AI model companies are poor businesses due to recurring capex
“So when we talk about the model companies, my feeling has been, and by the way, I've been wrong. If you look at the valuations of these businesses but the investment that you have to make versus the payoff you get, and then the fact that you have to make that …”
Neil MehtaApr 15, 2025▶ 54:06Finding the Next Figma, Wiz, & Stripe Before It's Obvious | Neil Mehta Interview · Invest Like The Best
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