No, I don't think it's going to work.

I think it's going to end up with some serious catastrophe for many of the players.

The market is not balanced.

A lot of that cash that's flowing into the market would be wasted.

Venture is a game.

You know, we know very little when we get into investments.

We need to be selfish and we need to be greedy. Those are

good rates for an early stage investor. As an investor, you look at yourself and say, okay, I really

fucked up. I'm not in a business of babysitting founders. This is 20 VC with me, Harry Stebbings,

and what a guest we have in the hot seat for you today.

Gilly Renan, founder of Cybersdots, and one of the most successful seed investors ever in his

19 company portfolio of Fun One. Check this out. He invested in a decacorn, whiz, seven unicorns,

and he had three other companies acquired. That is an insane hit rate. Prior to

cybersostas, Gilly spent over 15 years as a general partner at Sequoia, where he invested in some

of the world's best cybersecurity companies. But before we dive into the show today, you know what's

wild? It's 2026 and so many product teams are still flying blind.

Buried in spreadsheets, chasing feedback across 10 different tools, trying to figure out what

actually will move the needle. I've spoken to with hundreds of product leaders and the best teams

all do one thing differently. They build a system to capture ideas, validate them with real data and focus their

roadmap on the right things. That's why product teams at Canvert, Deliveroo, Toast, DeCathlon,

use Gira product discovery. It pulls ideas and feedback into one place with built-in tools to

prioritize what will actually have the biggest impact. That's when a roadmap stops being an endless

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