The Reasoning Show

The Reasoning Show - Reasoning through the AI Revolution

The industry's leading AI podcast, explores how leaders think through AI, technology, and transformation. Each week founders, investors, and operators unpack the decisions behind the systems shaping modern business.

Hosts: Aaron Delp and Brian Gracely

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The Reasoning Show

2022 Look Ahead, VC Funding

January 05, 2022 • Cloudcast Media

0:00 | 39:03

Aneel Lakhani (@aneel, Venture Partner @crane_vc) talks about the modern state of Tech VC investing, the changing pace of investment horizons, portfolio thesis, and helping founders.

SHOW: 580

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SHOW NOTES:

Topic 1 - Welcome back to the show. You’ve changed roles. Tell us about what you’re working on these days.

Topic 2 - You’ve worked at startups, been an advisor to startups, and an angel investor in the past. In 2022, what does a Venture Capitalist do? How has that evolved over the last 5 years?

Topic 3 - It not only seems like there is a lot more money flowing into startups, but a lot more early. Is there sort of a “homerun” mentality happening across the VC world, or is that just one of the headlines?

Topic 4 - How do you go about creating your investment thesis? Do you have a future horizon that you’re thinking about, or is it more about technology sectors, or founder personalities, etc.?

Topic 5 - How do you balance between investing in something completely new, and seeing something that is just a much better version of a current mousetrap?

Topic 6 - How involved do you get with the companies? How involved do you want to be? How much do the founders guide you vs. you guiding them?

Topic 7 - At the macro-level, what areas are you most interested in (investing) vs. just areas where you’re doing a lot of research (personal interests)?

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