515. 3 Multi-Billion-Dollar Exits in 1 Year, Lessons from Airbnb, HashiCorp, Slack, and Square, The VC Case for Staying Small, and the Battle Between Open-Weight vs. Closed Models (Glenn Solomon)
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Episode Description
Glenn Solomon of Notable Capital joins Nick to discuss 3 Multi-Billion-Dollar Exits in 1 Year, Lessons from Airbnb, HashiCorp, Slack, and Square, The VC Case for Staying Small, and the Battle Between Open-Weight vs. Closed Models. In this episode we cover:
- Identifying Unique Investment Opportunities
- The Impact of Fund Size on Investment Strategy
- Challenges of Overfunding and Market Dynamics
- Growth and Real Success in the AI Era
- The Role of Hyperscalers and Frontier Labs
- Public Market Sentiment and IPO Considerations
- Future of Venture Capital and Notable's Strategy
- Investing in Anthropic and Market Dynamics
Guest Links:
The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
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