about this episode
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00:00 Cold Open
01:25 Geoff Lewis of Bedrock Capital, lessons from entrepreneurship
10:14 NordVPN – Go to https://nordvpn.com/twist to get 73% off your 2-year plan plus a bonus gift for free.
11:44 How Geoff assesses founders
18:36 Why skipping follow-on investments leads to massive misses
20:26 Disruptive Advertising. Get $1000 off your first month of service at https://disruptiveadvertising.com/twist
21:32 Pro-rata discussion
23:15 Why Geoff invested in a company trying to build a new city-state
26:05 Valuations in venture
29:56 Ourcrowd – Check out the deal of the week at https://ourcrowd.com/twist
31:17 Geoff’s answer to the Peter Thiel contrarian question
32:05 How important are Ivy League credentials in tech?
35:21 Why Geoff doesn’t like categories
39:30 Geoff’s policy on investing in competitive companies
43:39 NFT discussion
51:12 Why investing in defense technology isn’t wrong
57:23 Is AI evil?
1:00:00 Which large companies will stand the test of time?
Check out Bedrock Capital: https://www.bedrockcap.com
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