Mitchell Green is a legendary growth equity investor and the Founder and Managing Partner of Lead Edge Capital, a firm with over $5 billion in assets under management.
Known as a relentless “money maker”, Mitchell has led or co-led investments in companies including Alibaba, Asana, Benchling, ByteDance, Duo Security, Grafana, Mindbody, and Xamarin, among several others.
———————————————–
Timestamps:
00:00 Intro
01:17 Is the SaaS Sell-Off Justified or an Overreaction?
08:10 ByteDance Is the Most Underrated AI Company in the World
10:10 Should You Be Investing Right Now or Waiting?
12:00 AI Won’t Kill Software
16:35 Legacy Software Isn’t Going Anywhere
18:08 AI & Jobs: People Overestimate the Speed of Change
26:35 Why Mitchell Thinks China Wins the AI War
31:11 Buying Is Glamorous, Selling Is the Job
36:00 There Are 50% Too Many VCs in the Market
37:54 DPI Is Math, Marks Are Opinions
41:30 How Investors Destroy Value for Founders
44:55 Gross Dollar Retention: The Most Important Metric
46:42 What Happens to Private Equity’s Leveraged SaaS Portfolios?
48:35 The Meme-ified Stock Market Is Making the Liquidity Problem Worse
01:00:10 Quick-Fire Round
———————————————–
Subscribe on Spotify:
https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466
Subscribe on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465
Follow Harry Stebbings on X:
https://twitter.com/HarryStebbings
Follow 20VC on Instagram:
https://www.instagram.com/20vchq
Follow 20VC on TikTok:
https://www.tiktok.com/@20vc_tok
Visit our Website:
https://www.20vc.com
Subscribe to our Newsletter:
https://www.thetwentyminutevc.com/contact
———————————————–
#20vc #harrystebbings #investing #venturecapital
source
