Village Global Podcast

Amit Mukherjee (@AmitMukherjee) of NEA and Kyle Doherty (@kydoh) of General Catalyst join Erik on this episode:They discuss:- How data is being used in private market investing, how it differs from the approaches used in public markets, and how it will evolve in the future.- Crossover investing between public and private-oriented firms and why public investors are moving to earlier stages. - The advantages and disadvantages of going public and whether in the future there will be companies that never go public.- The importance of founder vs. team vs. market at the early stages versus the later stages.- Whether VC firms will expand into other specialized practices like real estate, crypto, biotech, and others.- Their predictions for how VC firms will evolve in the next ten years.- Their lessons from investing in food companies.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Delian Asparouhov (@zebulgar), principal at Founders Fund, joins Erik on this episode.They discuss:- Delian’s essays on what he’s learned from working with Keith Rabois at Founders Fund, and why he says “osmosis is the best way to learn.”- How they evaluate talent in general, and specifically founders.- Why he says that the more technical the company, the better the founder has to be at fundraising and storytelling.- Why they are more excited about lending these days.- Companies that help you improve your sleep with personalized solutions.- What the “business equation” means for a company and Keith’s rules of thumb for figuring out whether it’s viable or not.- What to look for when interviewing executives, and the difference between value-creating and value-protecting positions.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Ajay Agarwal (@ajay_bcv) and Kevin Zhang (@kevinzhang) of Bain Capital Ventures join Erik on this episode.They discuss:- The history of enterprise software and how the way it has been sold has changed over time.- How SaaS, cloud-based software and changing customer expectations have transformed enterprise software.- The ways that investors are investing differently in software in a bottom-up world.- The most interesting places where bottom-up software can go next.- Why Ajay says that supply chain innovation has been and will be the key to long-term success.- Some of their requests for startups in the space.- Predictions for the next 5-10 years.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Byrne Hobart (@ByrneHobart), creator of The Diff (diff.substack.com), joins Erik on this episode.They discuss:- The fox/hedgehog dichotomy- Is it better to be a specialist or generalist?- Do institutions drift leftward over time?- How will the culture war evolve over time?- How are financial bubbles created?- What we can learn from financial bubbles?- The future of K-12 and higher education- The future of identity and anonymity- Why filter bubbles are good- The future of journalism- Why we’re polarized- What should be the role of government and Wall Street?- The value of social capital and how to think about it- Are financial bubbles necessary- The tyranny of the long generationThanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Byrne Hobart (@ByrneHobart), creator of The Diff (diff.substack.com), joins Erik on this episode.They discuss:- The role of cost disease in healthcare, education, and construction- The future of globalization- Can bitcoin become a reserve asset- Is Wall Street good for society- How interest rates will change over the next 5-10 years and the role of negative interest rates - Mental models for thinking about financial bubbles- Betting on the future of Silicon Valley- Reasons for the Tech Lash and how it will evolve over the next decade- Future of the US-China relationshipThanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Joining Erik on this episode are:- Dan Hockenmaier (@danhockenmaier), founder of Basis One- Casey Winters (@onecaseman), Chief Product Officer at Eventbrite- Lenny Rachitsky (@lennysan), former founder as well as former growth PM at AirbnbThey discuss:- How marketplaces have evolved over the last several years.- The trend towards owning more of a user’s experience, and the pros and cons of that approach.- The possibilities for new vertical marketplaces.- Where they would be investing if they were running a fund focused on the space.- Why some of the biggest companies in the space were initially overlooked.- How to think about building liquidity in a marketplace.- Some of the interesting debates in the field, and their takes on them.- The most surprising learnings they’ve had while working in the space.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Don Stalter (@westsides) of Global Founders Capital and Ryan Darnell (@ryan_darnell_) of Max Ventures join Erik on this episode.They discuss:- Where are the opportunities in the ISA space and the new businesses ISAs will enable- How ISAs will enable new forms of homeschooling- The downsides of ISAs- The evolution of Digital Health and where it’s going- The evolution of digital commerce- The potential in the Vertical SaaS space- The future of U.S. and international innovation- Long or short Silicon ValleyThanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Jerry Neumann, founder of Neu Venture Capital, discusses Carlota Perez's work and its implications, the misunderstandings of moats, investing in uncertainty, predicting technological revolutions, the power law in venture capital, follow-on investments, venture capital and poker, and the reasons for the unchanged structure of venture funds.

Daniel Gross (@danielgross) of Pioneer and Brett Berson (@brettberson) of First Round join Erik on this episode.They discuss:- The different types of founders and the different companies they eventually end up building.- Creating positive feedback loops for aspiring entrepreneurs.- The psychology of founders, and why at the end of the day they are status and hierarchy maximizers, and why it’s important to find the right hierarchy to maximize within.- The advice that you can’t truly appreciate until you experience it firsthand.- The three most harmful structures that keep people from starting companies.- The best interview questions.- Why peculiar ways of running a company are celebrated early on, and whether companies succeed because of or in spite of those peculiarities in management.- Structural changes that could increase the number of founders.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Andreas Klinger (@andreasklinger), founder of Remote First Capital, joins Erik on this episode.They discuss:- What has led to the rise of remote work- The recent acceptance of remote work by Silicon Valley VCs- What companies can now be built because of remote work- How private equity is driving the transition to remote workThanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.