20VC: Lessons from Investing $2BN and Returning $8BN in Cash | Why Most Venture Partnerships are Broken | We Sold Salesforce Early and Lost Out on Billions | Are The Best Deals Always Expensive and Competitive with Jake Saper @ Emergence Capital | The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch | Podwise
20VC: Lessons from Investing $2BN and Returning $8BN in Cash | Why Most Venture Partnerships are Broken | We Sold Salesforce Early and Lost Out on Billions | Are The Best Deals Always Expensive and Competitive with Jake Saper @ Emergence Capital
This podcast features an interview with Jake Saper, a general partner at Emergence Capital, focusing on his venture capital investment strategies and experiences. The conversation covers his firm's investment in Zoom, the importance of market pull and founder capabilities in successful investments, the challenges of evaluating AI-driven companies, and the firm's unique collaborative diligence process. Saper highlights the importance of "what you have to believe" framework for evaluating investments and emphasizes the need for high net dollar retention alongside rapid growth in the current AI-driven market. Listeners gain insights into venture capital decision-making, including deal selection, due diligence, and exit strategies, with specific examples from Saper's portfolio. The discussion also touches upon the future of B2B pricing models and the potential impact of AI on various industries.
