Keith Rabois
speaker
761 appearances
1 recordings
1 series
first heard Mar 2025
last heard Mar 2025
Keith Rabois’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsNo recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.
Appearances
Well, the reason why I think it's wonderful to be a pre product market investor is very few people can do it.
So like as you point out, as companies grow up, as founders mature
Many, many investors can figure out that these people are excellent, this company's excellent, the PL's amazing, et cetera.
So in venture, the returns are mediocre across the venture industry.
So the only way to produce great returns that are impressive to LP is is you have to have an alpha.
You have to have a comparative advantage, competitive advantage of some sort.
And so mine is to find founders when they have nothing but a keynote deck, because there is nothing else for people to
Go on.
There's no other, there's not maybe even a product.
So they can't even look at the product.
There's almost surely not product metrics and absolutely not financial metrics.
So I think this is the most amazing thing for me because what do other investors do except throw up their hands and kind of barf?
Um, so you want to compete, like you know, kind of a Peter Tillism, compete where there's no competition.
Truthfully, there's virtually no competition on a keynote deck in founders for undiscovered founders.
Once you've created, you know, exponential.
Dollar company, you're gonna start your next company, sure.
There's competition.
You're gonna start another company.
I'm sure there'll be competition to invest in around.
But if you're talking about people starting their first company from scratch and they just have a keynote deck and a co-founder, that's awesome because almost nobody else wants to do what I do.
Showing 1–20 of 761 · page 1 of 39
Next →