20VC: The Contentful Memo: Point Nine's Christoph Janz on The Cold Email That Led to a Unicorn Investment, How To Approach Market Sizing and Timing & The Pros and Cons of Pre-Emptive Rounds, When To Do Them vs When Not To?

20VC: The Contentful Memo: Point Nine's Chris...

Harry StebbingsHarry Stebbings

Up next

20VC: Anthropic Wipes Billions Off Markets | Citrini Research: The Ultimate Breakdown: Agents, "Ghost GDP", Consumer Spend etc. | Figma Earnings Beat & Four Public Stocks to Buy | Jack Altman Joins Benchmark

AGENDA: 03:55 Anthropic Security Product Wipes Billions Off Public Markets 11:17 Do Agents Turn SaaS Incumbents into Valueless Databases 22:07 Anthropic Secondary Sale Makes Hundreds Decamillionaires 23:20 Citrini Research Piece: Everything You Need To Know 26:04 Will DoorDash Be ...  Show more

 . 1h 20min
20VC: Inside Coatue's $70BN Machine: Why Price Matters Least | Why Mega Markets are the Most Important | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher

Lucas Swisher co-leads the growth fund at Coatue where he has partnered with iconic companies like OpenAI, Harvey, Deel, Canva, Openevidence, Anthropic, and others. Prior to Coatue, he was on the investment team at Kleiner Perkins, where he focused on growth stage software busine ...  Show more

 . 1h 6min

Recommended Episodes

The View From Europe with Flex Capital
Private Equity FunCast

We welcome back our friends Christoph and Peter from FLEX Capital in Berlin, Germany. Our conversation covers everything you would expect . . . how is the tech market holding up in Europe, how is deal flow, are deals getting done, are founders selling or holding on, where are val ...  Show more

 . 59min 34sec
E6: Chris Schroeder shares valuable advice on entrepreneurship and venture investing
with Loulou

Chris Schroeder is a global angel investor & advisor to tech startups with a keen interest in emerging markets. Chris is the co-founder of Next Billion Ventures, a venture capital fund focused on the next billion digital consumers across global emerging markets, he is a Network P ...  Show more

 . 50min 39sec
When will the paper unicorns fold?
Equity

This week, Alex sat down with GGV Capital's Jeff Richards, an investor who has perspective on the last venture boom and the resulting dénouement of that particular saga that we've been covering since the end of 2021. Richards has been an investor since 2008, so he's seen a busine ...  Show more

 . 36min 57sec
Fall Preview for Investors
Motley Fool Money

With four months left in 2022, what should investors be focusing on? (0:30) Emily Flippen and Jason Moser discuss: - Getting ready to "eat the volatility" - Why they're watching holiday shopping and the Fed's language - Meta Platforms and Lululemon need a strong end to the year ...  Show more

 . 39min 26sec