Mitchell Green

Mitchell Green, growth equity investor and founder of Lead Edge Capital, who backed ByteDance and Toast, explains why SaaS incumbents won’t vanish. He argues AI empowers sales and ops, warns about stock-based comp dilution, and predicts China’s strengths in AI. He also critiques too many VCs and shares rules for buying, selling, and sizing growth bets.

Mitchell Green, Founder and Managing Partner of Lead Edge Capital, shares insights from his extensive investment background in companies like Alibaba and ByteDance. He discusses the flaws in traditional VC models post-2021 and emphasizes the crucial role LPs play over founders. Green reveals why AI infrastructure is a poor bet and critiques the IPO market. He also argues TikTok's challenges won't impact ByteDance's value and warns of social media's dangers on youth mental health, calling for urgent regulation.

Mitchell Green, co-founder of Lead Edge Capital, a growth equity investor, shares how cold calling 10,000 companies shaped a disciplined investing machine. He gets into pattern recognition, an eight-point filter, creative deal structures, LPs as a sourcing edge, selling with forward IRR discipline, resilient software incumbents, firm culture, and why AI may reshape markets unevenly.

Mitchell Green, founder and managing partner of Lead Edge Capital, discusses the innovative strategies of his growth equity firm, which invests in tech-enabled businesses. He shares how they leverage a vast network of over 700 LPs to connect portfolio companies with valuable resources. The conversation covers his journey through finance, the significance of strategic networking, and the rigorous diligence process for early-stage investments. Green also highlights the vibrant culture at Lead Edge, emphasizing passion for work and the importance of gratitude.

Nicolas Sharp, CEO of Attio, on conversational CRM tools. KJ Dhaliwal, CEO of Lotus Health AI, on AI-powered primary care and monetization. Simon Hørup Eskildsen, CEO of Turbopuffer, on serverless vector search for agents. Mitchell Green, investor at Lead Edge, on software valuations and markets. Dara Khosrowshahi, Uber CEO, on supply-led growth and autonomy. Gergely Orosz, engineer and writer, on AI’s impact on engineering. Mati Staniszewski, ElevenLabs CEO, on voice agents and enterprise adoption.

Martin Shkreli, provocative former pharma executive, and Max Marchione, Superpower co-founder in health tech, clash over peptides, gray markets, and regulation. Mitchell Green, Lead Edge Capital investor, talks sticky software and venture bets. Shane Hegde, Air CEO building tools for creatives, explores AI for creative work. Robin Vince, BNY Mellon CEO, covers AI in banking. David Senra, Founders creator, talks builder mindset and AI disruption.

Mitchell Green of Lead Edge Capital discusses the Moneyball approach to investing, effective cold calling, and managing 700+ strategic LPs. The podcast highlights the firm's unique model combining PE and growth strategies, emphasizing strategic evaluations and LP relationships. The episode explores the value of being a contrarian investor and embracing risk in the venture capital landscape.

Alicia Levine, BNY Wealth strategist focused on asset allocation and EM opportunities. Mitchell Green, Lead Edge Capital founder who watches AI CapEx, data-center risk and China tech moves. Keith Lerner, Truist CIO specializing in sector rotation and market technicals. They debate tech’s re-rating, AI CapEx frenzy and data-center power limits, sector rotation into cyclicals and defensives, and emerging market allocation themes.

Mitchell Green, Founder at Lead Edge Capital, and Tony Wong, T. Rowe Price's Science and Tech Portfolio Manager, dive into the turbulent U.S.-China tariff tensions and their ripple effects on the tech sector. Green maintains a bullish stance on China despite concerns over ByteDance's complex ownership, while Wong discusses the challenges tech giants face with manufacturing shifts and profit margins. The conversation also explores how these geopolitical dynamics are reshaping investment strategies and the future landscape of technology.

Eamon Javers, CNBC's senior Washington correspondent, analyzes the Supreme Court's unanimous decision to uphold the TikTok ban and its political ramifications. Julia Boorstin, a technology correspondent, discusses how the ban could affect other social media platforms like Meta and YouTube. Mitchell Green, a ByteDance investor, shares insights on the potential future ownership of TikTok, while Glenn Gerstle, a former NSA advisor, highlights national security implications. The conversation dives into U.S.-China tensions and the broader market reactions to these developments.