Investor Stories 488: Losing Conviction, Overpaying for Discounts, and Selling Too Early — Lessons from Volition, Acadian, and Interplay (Cheng, Black, Peter Davis)
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Investor Stories 487: Legal Battles, Founder Fraud, and High-Stakes Conflict — Lessons from Investors at Acadian Ventures, Interplay Ventures, and OneBrief (Demaree, Black, Peter Davis)
514. AI's Effect on the Demand Curve, Investing in Durable Barriers, Large Cap vs. Small Cap Seed Deals, and Building an Internal AI Machine (Mark Peter Davis)
Investor Stories 486: The Traits of Visionary Founders: Ecosystem-Scale Thinking, Data-Driven Truth-Seeking, and Relentless Customer Experience Design (Blank, Demaree, Cheng)
Investor Stories 485: Inside VC Anti-Portfolios: Missing Whatnot, Facebook & MongoDB (Dillon, Cheng, Black)
513. Opening Late-Stage Venture to Everyone, Beating 10-Year Lockups, Why Logos Don't Equal Alpha, and Building Power Law as a Public VC Fund (Ben Black)
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