This Week in Startups Portfolio construction, Sequoia's transition & Fast with Acquired.FM + The Dropout: This Week in Streaming with Lon Harris | E1429
Apr 8, 2022
Ben Gilbert, Managing Director at Pioneer Square Labs, and David Rosenthal, Co-founder of Kindergarten Ventures, delve into effective portfolio construction and the recent transition at Sequoia Capital. They discuss the downfall of Fast.co and what it means for the venture capital landscape. Lon Harris, a streaming media expert, analyzes the gripping finale of 'The Dropout,' sharing insights into its narrative and the broader implications for future seasons. This rich conversation blends venture capital strategies with engaging media analysis.
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Episode notes
Building Winning Positions
- Invest early and consistently in promising companies.
- Build positions in winners over time to maximize returns.
Grin Investment
- Jason Calacanis built a large position in Grin by starting with a small investment.
- His initial investment was under 1%, which grew to over 12%.
Securing Pro-Rata
- Secure pro-rata rights in investments.
- Leverage your value-add as an LP to negotiate for these rights.
