-
VC Selection Edge vs. Startup Fraud, Local Expertise & Whaling Power Law - E521
- 2025/01/10
- 再生時間: 28 分
- ポッドキャスト
-
サマリー
あらすじ・解説
Jeremy Au discussed the nuanced challenges faced by venture capitalists in assessing startups, emphasizing the importance of local expertise and first-principles thinking. For example, he shared how his understanding of Singaporean founders—gained through years of personal interactions—provided him with an edge over Silicon Valley VCs. He highlighted the risks of fraud in Southeast Asia, citing cases like Zilingo and comparing them to global examples such as Theranos and FTX, which underscore the need for robust due diligence. He explained how VCs use strategies like hiring fraud analysts or leveraging local networks to address these risks. Drawing parallels to the 19th-century whaling industry, Jeremy illustrated how power law dynamics dominate VC returns, with only about 6% of investments producing 60% of total returns, as seen in analysis from Horsley Bridge. This perspective frames VCs as high-performance scouts navigating a market where a single unicorn, like Grab or Gojek, can make or break a fund’s success. Watch, listen or read the full insight at https://www.bravesea.com/blog/vc-edge-vs-fraud Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts
activate_buybox_copy_target_t1