20VC: Why Your Fund Model Should Not Rely on $10BN+ Outcomes, Why the Large Funds Got Too Large, The Rise of Solo GP's; The Pros and Cons & Is Consumer Subscription Even a Good Sector to Invest in with Nico Wittenborn @ Adjacent
This podcast episode discusses the consumer subscription market, the optimal time to invest in startups, the investment strategy of a seed-stage VC firm and the future of venture capital. The speakers emphasize the importance of understanding the industry, investing early, building a strong conviction in one's investment decisions, and finding common denominators when investing in startups.