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

But they also cherry pick, effectively, the proven founders and invest at extremely high prices because they can't, right?

And

that ends up eliminating a smaller portion of the market by number, but also makes it... But for those categories of founders, it becomes really difficult for the seed investors to compete.

And so there's a little bit of this squeezing on those two ends for the seed managers.

Yeah, so YC has the deal that they offer to entrepreneurs, and it's pretty attractive for, I guess, pretty attractive for entrepreneurs, pretty attractive for YC.

It somehow works out quite well.

And the typical YC company exits and tries to raise their next round of capital at relatively high prices.

And I would say typically those prices are in a zone that is beyond the kind of center of the strike zone for most seed investors.

The other thing they're trying to do is for some subset of the IC companies, they're hoping to raise a Series A directly.

And again, that ends up being at a price and a scale that is beyond what seed investors typically target.

And so it's not that seed investors don't invest in YC companies.

It's just that it ends up being a subset.

Or you have some seed investors who intentionally decide to...

have a separate YC strategy, right?

It's like, okay, we're going to invest in X number of YC businesses.

Our typical mode is to invest X amount of dollars for Y ownership.

But for YC, we're going to do something completely different, which is sort of a valid strategy, but it is sort of orthogonal to what is the core strategy of the seed funds.

Yeah.

Well, I actually think that what is happening here is related to the third observation, which is everyone has gotten religion around the power law.

And that's one of the things that I remember when Peter Thiel was giving his lectures and then wrote the book Zero to One, right?

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