Investor Stories 471: Missing Great AI Bets, Losing Conviction, and Overweighting Founders — Lessons from Redpoint, a16z, and Outside VC (Effron, Austin, Simpson)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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Losing a High‑Potential Company
Ethan Austin recounts losing a company due to an LP veto and vows not to lose target deals again.
Play episode from 02:45
Transcript
