Investor Stories 470: Passing on Uber, Perplexity, and Fintech's Breakout Winners — The Stories Behind the Misses (Orthlieb, Callaghan, Byunn)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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Reflection on Leadership Requirement
Jon explains their firm preference for a protagonist CEO and how they later gained Uber exposure elsewhere.
Play episode from 03:34
Transcript
