Investor Interviews

Interviews and lessons from studying investors

Investor InterviewsFounder InterviewsTopic Deep DivesNewsDeal FlowBusiness Recaps
Investor InterviewsInvestor Interviews
๐Ÿ“ถ Ashley Smith (GP @ Vermilion Cliffs Ventures) on operators-turned-investors, the evolution of engineering roles, and how GTM is changing in 2025

๐Ÿ“ถ Ashley Smith (GP @ Vermilion Cliffs Ventures) on operators-turned-investors, the evolution of engineering roles, and how GTM is changing in 2025

Non-traditional paths to become a GP, secondary effects of AI co-pilots, hiring the unhireable, and why you can't take a one-size-fits-all approach to GTM strategy

Investor InterviewsInvestor Interviews
๐Ÿ“ถ Zoe Weinberg (GP @ ex/ante) on agentic tech and reasons to be optimistic about AI

๐Ÿ“ถ Zoe Weinberg (GP @ ex/ante) on agentic tech and reasons to be optimistic about AI

Pre-seed capital, signaling risk, and what changes as it becomes easier to spin up an MVP, the threats and opportunities in AGI (and why a lot of the noise is overhyped), and how alpha is created through unique lived experiences

Investor InterviewsInvestor Interviews
๐Ÿ“ถ Jeff Morris, Jr. (GP @ Chapter One) on growing your internet surface area

๐Ÿ“ถ Jeff Morris, Jr. (GP @ Chapter One) on growing your internet surface area

Publishing on the internet, building leverage through teambuilding, and scaling a fund into an institution

Investor InterviewsInvestor Interviews
๐Ÿ“ถ Charley Ma (GP @ Pathlight) on how to think as a thematic GP

๐Ÿ“ถ Charley Ma (GP @ Pathlight) on how to think as a thematic GP

The choice to be a thematic investor, the challenge of thinking over long time horizons with the pace at which the world is changing today, takeaways from moving upstream and warranting more ownership, how the role of emerging managers will change over the next ten years

Investor InterviewsInvestor Interviews
๐Ÿ“ถ Mack Healy (GP @ KdT Ventures) on the non-glamorous parts of venture

๐Ÿ“ถ Mack Healy (GP @ KdT Ventures) on the non-glamorous parts of venture

Incubating companies while operating a fund, common misconceptions about running a venture fund, questions he wishes founders would ask more often, overlooked opportunities

Investor InterviewsInvestor Interviews
๐Ÿ“ถ Maya Bakhai (GP @ Spice Capital) on true signal, seed fund portfolio construction, and the opportunity for being non-consensus

๐Ÿ“ถ Maya Bakhai (GP @ Spice Capital) on true signal, seed fund portfolio construction, and the opportunity for being non-consensus

Avoiding venture groupthink, gaining conviction at pre-seed, investing in "scar tissue" zones, math on why you're probably not as good at picking as you think

Investor InterviewsInvestor Interviews
๐Ÿ“ถ Tim Chen (Managing Partner @ Essence) on the infrastructure opportunity

๐Ÿ“ถ Tim Chen (Managing Partner @ Essence) on the infrastructure opportunity

Reasons to be bullish on developer tools, advantages and disadvantages of being a solo GP, and the right time to approach institutional capital

Investor InterviewsInvestor Interviews
๐Ÿ“ถ Rex Woodbury (Founder & Managing Partner @ Daybreak) on the trends changing the world

๐Ÿ“ถ Rex Woodbury (Founder & Managing Partner @ Daybreak) on the trends changing the world

Trends on where the world is heading, unconventional investment theses, pairing a newsletter alongside a fund, and some hard truths about VC

Investor InterviewsInvestor Interviews
๐Ÿ“ถ Nik Milanovicฬ (GP @ The Fintech Fund) on turning media into equity

๐Ÿ“ถ Nik Milanovicฬ (GP @ The Fintech Fund) on turning media into equity

Converting a media brand into an investment firm, the opportunity zones for fintech over the next decade, and some non-consensus bets that heโ€™s placing

Investor InterviewsInvestor Interviews
๐Ÿ“ถ Outlier frameworks: How tier-one investors think

๐Ÿ“ถ Outlier frameworks: How tier-one investors think

96 mental models used by investors at Sequoia, Benchmark, Accel, and others

Clay Norris
Clay Norris
Investor InterviewsInvestor Interviews
๐Ÿ“ถ 13 Lessons from Elad Gil (Angel Investor in Notion, Coinbase, Airbnb)

๐Ÿ“ถ 13 Lessons from Elad Gil (Angel Investor in Notion, Coinbase, Airbnb)

How to choose a career, what makes a great executive, and why you should back "revenge" founders

Clay Norris
Clay Norris
Investor InterviewsInvestor Interviews
๐Ÿ“ถ 25 Lessons from Jeremy Giffon (Managing Partner @ Tiny)

๐Ÿ“ถ 25 Lessons from Jeremy Giffon (Managing Partner @ Tiny)

The irony of outlier expectations, why audiences are still underrated, the best types of business, and discovering God's purpose for you

Clay Norris
Clay Norris