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 can call it whatever you want.

And the idea here is that the main inefficiency is actually people underestimate the best companies.

And so the name of the game is to invest in the thing that is working and do so at any price because ultimately the best companies are even better than you expect, right?

Yeah.

And I think that for a lot of reasons that we already talked about, that worldview has really has sort of dominated actually in the last few years.

And so I think that we have these two worldviews at work.

And so that results in a real narrowing in terms of the types of companies that people invested because the Series A, the Series B investor, a lot more capital has gone into the market over the last few years, but it's gone into a very small number of companies, right?

Right.

And it tends to be these companies that have a certain profile.

It enables them to grow at a particular rate very quickly.

And everything outside of that white hot center kind of gets left behind.

And so then that creates an incentive for the earlier stage investors to say like, well, in order for me to survive and to get the markets I'm looking for, it really has to fit whatever that really narrow set of companies looks like.

And so that's where I'm going to hunt, right?

And so it becomes this like weird recursive thing where everybody's kind of trying to invest in the same kind of company just like one step earlier.

And I think that...

To some degree, there are going to be some really good, great companies who come out of that.

But I think that what used to be like a very narrow edge of potentially interesting companies that missed that gets much, much broader.

But there isn't really a capital market for these businesses downstream.

And so I think that my bet is that things are going to rotate back towards more classic venture behavior because there is a failure mode to this super compounder strategy, right?

Yeah.

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