Link to podcast + transcript. 1 February 2023.
Venture is our craft and Marc Andreessen is one of its shokunins. So when the Shokunin speaks, you stop everything and listen, or in my case, read (the transcript). Dwarkesh Patel asks some very good questions to PMarca in this wonderful podcast. I particularly enjoyed reading PMarca’s riff on managerial capitalism vs bourgeois capitalism, and venture as the managerial firm that …
Link to podcast. Published 3 February 2023.
I found it an interesting listen given Intudo is the leading local VC of Indonesia; a la Aleph for Israel, and I daresay Blume for India:) Hence I was curious to learn more about them. I found the following utterly fascinating – their concentrated deployment strategy (only 26 cheques in six years of existence), their sourcing strategy (actively engage with and woo …
Vasanth Kamath and the smallcase team have been very intentional, deliberate operators building a well-crafted and thought-through product in smallcase. The use of lower case alphabet is deliberate (again that word!) as Vasanth and the team want everyone to think of smallcases as a common noun (like mutual funds) and not a proper noun; which of course is the opposite of how a Xerox or traditional marketer thinks! In …