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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Yeah, so what I saw was essentially like four very significant forces that was making life much more challenging for seed investors.

And I'd heard bits and pieces of it, but I'd never heard anybody really pull it together.

And so that was the impetus for the post.

So the first was what I alluded to, right?

The industry was maturing.

Just like every single industry out there, venture capital is no different.

And so it's gone going from a cottage industry to a more mature industry.

And so the potential for profits get eroded as industries tend to mature.

So that's number one.

The second was actually two things.

It's sort of the rise of two very formidable categories of competitors.

And most simply, one was accelerators.

But I think YC is really the most prominent one, where YC represents a huge portion of the market that essentially starts

It gets companies on a path that is somewhat orthogonal to what seed investors want to do.

Because the seed investors have institutionalized, there's much more of a focus on check sizes, ownerships, ownership in order to drive fund returns.

But a lot of YC companies kind of get...

startups on a path that isn't exactly like Simpatico with what seed investors are trying to do.

So that's sort of force number one, and that represents a big chunk of the market.

Force number two are the megafunds and the way that they participate in the seed market, and they do so in two ways.

One is through scale efforts, so similar to Speedrun, similar to YC, in fact, so you have that.

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