Mitchell Green is the Founder and Managing Partner of Lead Edge Capital. Mitchell has led or co-led investments in companies including Alibaba, Asana, Benchling, ByteDance, Duo Security, Grafana, Mindbody, and Xamarin, among several others.
In Today’s Episode We Discuss:
04:31 How Bessemer Taught Me The One Golden Rule of Investing
06:48 Why AI Infrastrcture is the Worst Investment to Make
08:51 Why it is Comical to think there will be $BN one person companies?
09:26 WTF Happens To The Cohort of SaaS Companies With Slow Growth, Not Yet Profitable and $50M-$200M in Revenue
16:12 What is the Biggest Problem with the IPO Market
23:24 When is the Right Time to Sell in VC and How a Generation F******* it Up
27:37 Biggest Advice to Smaller Emerging Managers
40:13 The One Question That Tells You if a Business is Good
43:01 Why LPs are More Important than Founders
45:03 One Question Every LP Should Ask Their VCs
46:03 Why TikTok Does Not Matter to ByteDance and It Is a Screaming Buy
51:30 Why We Drastically Underestimate the Power of Chinese AI?
55:18 Why Social Media is the Most Dangerous Thing in Society
01:00:07 Quick Fire Questions