The Operator Approach to Venture Capital with Chris Van Dusen (Part Two)
Manage episode 433749637 series 2902835
محتوای ارائه شده توسط Forbes Books and Gregory Shepard. تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Forbes Books and Gregory Shepard یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
In the second part of their conversation, Greg and Chris delve into insightful discussions around investing in the post-COVID era, the AI hype cycle, and how to evaluate opportunities in today's market. Chris provides a candid perspective on the valuation excesses of 2021 and why prudent valuations are critical for preserving investor capital. He shares his cautious views on the AI gold rush, emphasizing that Solyco is taking a measured approach by applying AI for operational efficiency within portfolio companies rather than betting on unproven AI platforms. The conversation transitions to how Chris's investor base of family offices, institutions, celebrities and more value the transparency and tangibility of Solyco's deal-by-deal syndicate model. Chris explains how being able to "touch and feel" the specific companies resonates better than opaque, traditional funds. As the episode closes, he expresses excitement about recent portfolio additions like an AI scouting company, as well as opportunities Solyco is evaluating in areas like alternative investment platforms and logistics. Overall, Chris provides a refreshingly balanced founder/investor perspective shaped by his embrace of the entrepreneurial struggle.
…
continue reading
82 قسمت