Finding Pattern Breakers & Winners from Seed to Growth with Mike Maples and Jai Das
Podcast: Origins - Inside Venture Capital, Hosted by a GP and an LPPublished On: Tue Oct 01 2024
Description: With a few dozen software exits under his belt (including Box, Square, Mulesoft & JFrog), nobody knows enterprise investing like Sapphire Ventures’ President + PartnerJai Das. Likewise, Floodgate co-founder + Partner Mike Maples Jr. is often credited with pioneering seed investing as we know it, with names like Twitter, Twitch and Lyft in his portfolio. Together, they join Nick Chirls, GP at Asylum Ventures, and Beezer Clarkson, LP at Sapphire Partners, to share how they pick winners at their respective stages. What does it take to spot someone who sees the future before it’s here? How do inflection points like AI impact an investor’s thesis? And are there more opportunities in the market for VCs today? Plus, Jai and Mike discuss the one throughline from seed to growth to lead to a successful exit: the management team.Learn more about Sapphire Partners: https://sapphireventures.com/sapphire-partnersLearn more about OpenLP: https://openlp.vcLearn more about Asylum Ventures: https://asylum.vcLearn more about Floodgate: https://floodgate.comSubscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox.CHAPTERS:0:00-Introduction & the Burning Question4:08-Intro to Sapphire Ventures6:02-Intro to Floodgate7:56-Setting the Stage at Seed10:30-Inflection Points: We're Going Through a Sea Change of Mass Cognition13:43-What’s Happening at the Growth Stage15:17-More Choice in the Market16:10-Importance of Management Team17:44-Mike’s New Book “Pattern Breakers”23:09-The Three Things Floodgate Looks for in a Founder25:25-Founder Future Fit & Pivots27:56-In Enterprise Software, You Don’t Always Have to Build a New Category29:52-AI: Over-Valued? Under-Valued?32:50-Is There Anything Left in AI Non-Consensus?34:37-How Sapphire Approaches GenAI Investing37:31-The Exit Market Today44:10-How to Approach Founder Liquidity
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