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

You kind of have to do it in order to keep pace, but it's not going to completely change the game.

But like the technology is there and there's a lot of opportunity.

And so I feel like that's going to be really important.

I think the other is seed investors, when you go back six years ago or so, where everybody got into trouble is everybody's investing in the same kind of company.

I remember Sam Lesson, I think, had this post about how it's the era of the factory model of venture capital.

And it's a factory model because you're basically a supply.

You're just a piece of the supply chain.

You're trying to figure out what the Series A and Series B investors like.

And you just invest in those companies and you supply the downstream funders and then you'll get a great markup and things will be great.

And like, I just don't think that works.

I think you got to be like way weirder in terms of the kinds of things that you invest in or you're going to be stuck in the like white hot center and that gets priced to perfection.

Right.

And so maybe that's fine.

And you're just going to be able to compete really successfully in the white hot center, paying a high price with proven founders, or proven opportunities, or you got to be willing to like really go on the edges, invest in stuff that's really unusual and be wrecked, which is where that which is where the skill I think really comes into.

Yeah, it's funny.

So the way I described it, I think this will get to your question, and this was in my third post, is there's emerged essentially like two different worldviews in terms of how VCs attack the market.

There is the classic worldview, which is the goal is to invest in the unproven, right?

Find founders who are working in the weird areas and try to invest before things take hold.

And that's the mode through which most VCs have historically operated.

The second, though, is a different worldview, which I've called it the super compounder worldview.

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