Rob Go

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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

There are some, right?

And like you said, the cost of building these applications using AI has come way down, but the green field is really broad.

And so I think being able to focus on those areas is pretty important for us.

Yeah.

We have a mantra internally at NextView, which is to be disciplined, but not dogmatic.

And I think that a lot of our mistakes over the years have stemmed from being too dogmatic about something, right?

Because especially as a new manager,

When you're a new manager, you feel a lot of pressure to do what you said you were going to do, follow the model that you created, follow the advice that really smart LPs gave you.

And I think over and over again, I have found that being disciplined at a portfolio level generally is really good, but a lot of the opportunity exists in the exceptions.

So I can give a couple examples of that.

When I started in venture, I was, as you mentioned, I was at Spark Capital.

And one of the things that you get drilled into your head when you join a fund, especially at that time period, not just Spark, but anywhere, is like, you've got to be doing Series A investing, right?

And at the time, actually, there's this whole Twitter conversation I had with about this.

But at the time, the idea was that Series B is the sucker room.

You don't want to invest in the Series B. Of course, probably the best investment that Spark made at the time was the Series B of Twitter.

probably the best investment they've made recently is a Series C of Anthropic, right?

And so, like, whatever that...

dogmatic view about like series A's where it's at.

What happened was that things changed.

It turns out the whole power law was underestimated and like investing in the right company at the BRC was going to be pretty darn successful.

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