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

The power law was kind of this novel thing.

And, oh, people underestimate the potential of the best companies.

And it's very counterintuitive to think about the power law dynamics of this industry.

But I feel like the industry has kind of internalized this.

and taking it to the extreme.

So back to the megafunds, right?

If you operate with this sort of power law mode, then if there is a founder who looks like he or she may be a true outlier founder, the megafunds can just invest in those companies, in those founders' companies at pretty much any price with the belief that if that company ends up being a super compounder,

It doesn't really matter what your entry price was because at some point, the biggest companies are so extraordinary that you're going to profit either way.

And so that effect is pretty pronounced and drives some of that behavior for the megaphones.

Yeah, so it was industry maturation, YC and mega funds, power law is consensus, and then the AI platform shift.

Which is good news, generally, because that creates a huge amount of opportunity for everybody.

But what's odd is that this is a platform shift that everyone is ready for, and nobody... It's essentially a consensus innovation.

And so this kind of pushes all the other factors to 11, right?

Like...

People believe in the power law.

They believe in the power law even more because of how disruptive AI is going to be, right?

And the effects you're seeing in terms of how YC or megafunds prosecute this market is more extreme because of this consensus around the AI innovation wave.

Yeah, I think that's such a good point, right?

Because that's another one of the factors.

It's that where a lot of the action was most exciting, I think, over the prior four or five years was in the infrastructure side of things, which doesn't really lend itself that well to the seed model broadly.

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