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 · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Nov 2025 with 1.
Appearances
So that's sort of one example.
Another example is early in the life of NextView, we had a portfolio company founder that we loved who called us and was like, hey, you should take a look at this company.
It's coming out of YC.
I've never written an angel check before, but I'm going to write one here.
But hey, it's coming out of YC.
They've already raised some money.
It's probably going to be a little pricey, but maybe you should take a look.
And we were like, eh, there's no way we're going to hit our ownership targets with the check size we want.
Price is going to be high.
Didn't even take a meeting.
And that company ended up being Cruise.
And I always think to myself, like, how could we have not have at least taken a meeting?
We need to have some mechanism as a firm so that we have an incentive to at least meet with these companies and consider an outlier investment.
Because if we don't at least take a meeting, then we're not even going to be in the mix at all.
And so we've actually made some changes to the way we operate as a result.
But those are two examples where dogma kind of got in the way of good decisions.
Well, what I would say is, as a common VC phrase, you kind of want to go back to first principles thinking.
And the problem is when dogma replaces first principles thinking.
Because in a lot of these cases that I'm highlighting or that I think of, something was changing in the market that led to new truths emerging.
But if you are making decisions just because that's the way we've always done it or those are our rules, then you are going to be slow to react to those changes.
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