Victor Orlovski
Founder and investor at R136 Ventures who reflects on anti-portfolio lessons and emphasizes assessing teams over early product skepticism.
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Feb 9, 2026 • 9min
Investor Stories 458: Anti Portfolio Lessons: Netflix by Mail, Palantir at the Wrong Price, and the Cost of Price Sensitivity (Madera, Bussgang, Orlovski)
Victor Orlovski, founder and investor at R136 Ventures, shares reflections on anti-portfolio lessons and prioritizing team assessment. Jeff Bussgang, general partner at Flybridge and former entrepreneur, recounts pursuing but losing the Veeva opportunity. They discuss passing on Netflix by mail, valuation-driven hesitations with Palantir, and the cost of price sensitivity in investing.
