The Full Ratchet (TFR) 382

382. Why Optimizing for Ownership is a Trap, The Future of Seed Investing, and The Opportunity in Consumer Social (David Tisch)

Podcast
Datum
08/05/2023
Episode #382 mit:
David Tisch
Managing Partner
BoxGroup
General Partner
New Stack Ventures
Principal
New Stack Ventures
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David Tisch of Box Group joins Nick to discuss Why Optimizing for Ownership is a Trap, The Future of Seed Investing, and The Opportunity in Consumer Social. In this episode we cover:

  • Dealing with decisions that feel like tweener.
  • Over-rotating on short-term fake signals.
  • What is their portfolio construction philosophy?
  • Regretting not investing in the right companies.
  • Where do you think prices will go in 2020?
  • Differences between social media and venture capital.
  • The opportunity to capture the hearts and minds of consumers.

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