Asparouhov: Khosla filters for tech moats; Founders Fund filters for contrarianism
Delian Asparouhov · Varda's Landing, Peter Thiel, & the Future of El Segundo, Delian Asparouhov, Founders Fund · Sourcery with Molly O'Shea · Mar 15, 2024 · at 35:45
Delian Asparouhov contrasts the core foundational questions asked during deal evaluation at Khosla Ventures versus Founders Fund.
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“KV generally the first question was you know, what is the technological differentiation that this you know, company has versus, you know, a founder's fund you know, typically the very first question that we ask is, you know, sort of why are we going to appreciate this company and others mode? Right. I mean, it's sort of, you know, filtering for, you know, let's say technical moat and barrier and the KV, you just have things versus let's say level of contrarian on the FF side of things.”
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