Investor Interviews

Interviews and lessons from studying investors

Investor InterviewsFounder InterviewsTopic Deep DivesMarket MapsNewsDeal FlowInvestment MemosBusiness Recaps
Investor InterviewsInvestor Interviews
📶 Bryce Roberts (Founder @ INDIE) on efficiency, the pursuit of revenue-per-employee, and escaping the venture rat race

📶 Bryce Roberts (Founder @ INDIE) on efficiency, the pursuit of revenue-per-employee, and escaping the venture rat race

Efficiency and growing revenue-per-employee, automating the back office vs. front office, why creators are bad at pursuing the right ways to monetize their audience, and how seedstrapping changes venture math

Investor InterviewsInvestor Interviews
📶 Kevin Novak (GP @ Rackhouse) on new business models and AI-first businesses

📶 Kevin Novak (GP @ Rackhouse) on new business models and AI-first businesses

Founder errors of the past and present, second-order effects of intelligence becoming cheaper, how to think about investment time horizons in today's world, and why infrastructure matters more than algorithms

Investor InterviewsInvestor Interviews
📶 Leo Polovets (GP @ Humba Ventures) on what makes a great LP, attributing luck to seed investing, and using transparency to your advantage

📶 Leo Polovets (GP @ Humba Ventures) on what makes a great LP, attributing luck to seed investing, and using transparency to your advantage

What GPs look for from their LPs, making the case for venture investing vs. other asset classes, and some philosophy around reserves and follow-on investments

Investor InterviewsInvestor Interviews
📶 Sean Doolan (GP @ Virtue) on healthcare complexities, scaling a fund, and a fork in the road for junior investors

📶 Sean Doolan (GP @ Virtue) on healthcare complexities, scaling a fund, and a fork in the road for junior investors

Healthcare vs. SaaS investing, getting to conviction quickly, and filling a gap in the funding market

Investor InterviewsInvestor Interviews
📶 Ashley Smith (GP @ Vermilion Cliffs Ventures) on operators-turned-investors, the evolution of engineering roles, and how GTM is changing in 2025

📶 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
📶 Zoe Weinberg (GP @ ex/ante) on agentic tech and reasons to be optimistic about AI

📶 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
📶 Jeff Morris, Jr. (GP @ Chapter One) on growing your internet surface area

📶 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
📶 Charley Ma (GP @ Pathlight) on how to think as a thematic GP

📶 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
📶 Mack Healy (GP @ KdT Ventures) on the non-glamorous parts of venture

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

📶 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
📶 Tim Chen (Managing Partner @ Essence) on the infrastructure opportunity

📶 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
📶 Rex Woodbury (Founder & Managing Partner @ Daybreak) on the trends changing the world

📶 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