The first conversation I hosted with Keith Rabois and Frank Rotman received such positive feedback that we decided to do a back-to-back follow-on (see what I did there?).
Frank and Keith cover a lot of ground in this one, and there are plenty of topics that I think are particularly relevant to anyone who participates in the VC / entrepreneur ecosystem. I continue to learn from these two and have already found myself referencing their knowledge in my day-to-day conversations.
Give it a listen if you want to know what they think about:
How the future of the VC industry will play out
Banks entering the M&A landscape and the implications for investors and entrepreneurs
How investors reference for their portfolio companies that are "middle of the pack" during diligence
Why "Oh Shit!" board meetings are becoming more commonplace
The unbundling of capital and advice and how to win as a VC
And a lot more!
While the last conversation stuck to one theme (i.e. the valuation environment and its driving factors), we weaved around a lot of different areas that I think most investors and entrepreneurs will appreciate.
https://open.spotify.com/episode/603RbOZ3BUh48LqjX3BOOz?si=055887e106ea4a03