Rob Go

speaker

281 appearances 1 recordings 1 series first heard Nov 2025 last heard 12 Nov

Rob Go’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Nov 2025 with 1.

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Venture Unlocked: The playbook for venture capital managers · Unpacking "A Crisis Moment In Seed" · 12 Nov 2025 podcast

multi-decker corner bust, surely there's a way to make money investing in companies at a sub $100 million valuation that exit in the $1 to $5 billion range.

And perhaps there's going to be an emergence of funds that target opportunities like that, or partners at different funds who play more in that mode, right?

So I think you might just see like a

a broadening of the type of downstream capital that exists.

That's sort of number one.

I think the second, and this is something that we think a lot about with the companies we work with that we invest in that are knowingly outside of like the white hot center, you need to like make money real quick.

And you want to be in a position where by the time you raise your next round,

Maybe you're not profitable, but it's pretty clear what your line of sight is to control your own destiny.

And if that's the case, then you can raise a ton of money.

You can go down the super compounder path.

You can not raise a lot of money or wait things out for you to get to a more significant scale.

So I think that's something that we've seen in a couple of cases in our portfolio, right?

These businesses, in some cases, they've scaled very quickly from a seed round to like $5 million in error, even up to $10 million in error.

And

They don't really need outside capital.

And so it kind of doesn't matter if they're in the white hot center of the market because they can scale on their own.

Or if somebody sees the promise in this off the beaten path sector, then you can really go for it at that point.

So I think that optionality is the most practical thing for our founders to take advantage of.

Yeah, so a couple of things.

One is we're really trying to go all in on reinventing our own operations as a firm using data and data software and AI tools.

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