Mitchell Green is the Founder and Managing Partner of Lead Edge Capital. Mitchell has led or co-led investments in companies including Alibaba, Asana, Benchling, ByteDance, Duo Security, Grafana, Mindbody, and Xamarin, among several others.
———————————————-
In Today’s Episode We Discuss:
00:00 Intro
01:08 How Bessemer Taught Me The One Golden Rule of Investing
03:54 Why AI Infrastructure is the Worst Investment to Make
07:00 Why it is Comical to think there will be $BN one person companies?
07:46 WTF Happens To The Cohort of SaaS Companies With Slow Growth, Not Yet Profitable and $50M-$200M in Revenue
15:02 What is the Biggest Problem with the IPO Market
23:04 When is the Right Time to Sell in VC and How a Generation F***** it Up
28:24 Biggest Advice to Smaller Emerging Managers
42:52 The One Question That Tells You if a Business is Good
46:03 Why LPs are More Important than Founders
48:23 One Question Every LP Should Ask Their VCs
49:15 Why TikTok Does Not Matter to ByteDance and It Is a Screaming Buy
56:10 Why We Drastically Underestimate the Power of Chinese AI?
01:00:04 Why Social Media is the Most Dangerous Thing in Society
01:10:20 Quick Fire Questions
———————————————–
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 Lead Edge Capital on X:
https://twitter.com/LeadEdgeCapital
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 #mitchellgreen #leadedgecapital #mp #founder #ai #saas #softwareengineer #deepseek #tiktok #ipo
source
