Episode 1340

What is a Vibe Capitalist? Bedrock's Geoff Lewis on investing, crypto, defense & AI | E1340

Dec 7, 20211:07:05Watch on YouTube

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00:00 Cold Open

01:25 Geoff Lewis of Bedrock Capital, lessons from entrepreneurship

10:14 NordVPN - Go to https://nordvpn.com/twist to get 73% off your 2-year plan plus a bonus gift for free.

11:44 How Geoff assesses founders

18:36 Why skipping follow-on investments leads to massive misses

20:26 Disruptive Advertising. Get $1000 off your first month of service at https://disruptiveadvertising.com/twist

21:32 Pro-rata discussion

23:15 Why Geoff invested in a company trying to build a new city-state

26:05 Valuations in venture

29:56 Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist

31:17 Geoff's answer to the Peter Thiel contrarian question

32:05 How important are Ivy League credentials in tech?

35:21 Why Geoff doesn't like categories

39:30 Geoff's policy on investing in competitive companies

43:39 NFT discussion

51:12 Why investing in defense technology isn't wrong

57:23 Is AI evil?

1:00:00 Which large companies will stand the test of time?

Check out Bedrock Capital: https://www.bedrockcap.com

FOLLOW Geoff: https://twitter.com/goefflewisorg

FOLLOW Jason: https://linktr.ee/calacanis

Thanks to our partners:

Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist

Disruptive Advertising. Get $1000 off your first month of service at https://disruptiveadvertising.com/twist

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