Inside the Logan Bartlett Show, Investing Through Market Cycles + Bubbles, Dissecting VC Frameworks
The Peel with Turner Novak
Turner Novak
4.6 • 11 Ratings
🗓️ 15 August 2024
⏱️ 92 minutes
🧾️ Download transcript
Summary
Logan Bartlett is a Managing Director at Redpoint.
If you like startups and you listen to podcasts, you’re probably familiar with his podcast, the Logan Bartlett Show. We talk about how it first got started, plus all his tricks for growing the podcast, including his canonical episodes in 2022 that helped pop the web3 bubble.
We also talk market cycles and bubbles, and what Logan’s seeing in the data today, especially in AI, plus Logan’s philosophy’s on venture capital as an asset class, his favorite under the radar investors, and advice for his younger self.
Timestamps: (00:00) Intro (01:33) Not getting invited to Michael Rubin’s white party (04:29) Meeting on Twitter during COVID (11:09) How Logan and I benefited from Twitter (16:55) Early days of the Logan Bartlett Show (22:10) Why podcasts are so hard to grow, and how Logan did it (24:50) Learning YouTube’s the best for podcast growth (29:51) Inside Logan’s web3 episodes with Zach Weinberg (32:07) Lessons from studying history and market cycles (33:15) Producer Ben fact checking Logan's historical railroad statistics (39:42) How to invest in and around bubbles (51:00) Market data from Redpoint’s 2024 AGM update (55:12) Differences between companies valued at 100x and 5x ARR (1:00:04) The Barbell Theory of asset management and why Logan disagrees it will happen in VC (1:09:40) Ways VCs can actually add value (1:12:27) Redpoint’s founding story + greatest hits (1:18:14) The most underrated investors and founders (1:21:35) Advice for young people: pick a niche, go deep, stay focused
If you enjoy this conversation and you’re not already, make sure to like, comment, follow, and subscribe to my newsletter in the show notes to get future episodes in your inbox every week.
Referenced: Clearspace https://www.getclearspace.com/ Acquired’s TikTok episode https://www.acquired.fm/episodes/tiktok Gorilla Game https://www.amazon.com/Gorilla-Game-Picking-Winners-Technology/dp/0887309577 Redpoint’s AGM Update https://docs.google.com/presentation/d/1T3kGf-n4cmd6_UqOQNb79ZXFL723b9HdZyTnk9sLOlM/edit
Where to find Logan: Twitter: https://x.com/loganbartlett LinkedIn: https://www.linkedin.com/in/loganbartlett/
Where to find Turner: Twitter: https://twitter.com/TurnerNovak LinkedIn: https://www.linkedin.com/in/turnernovak/ Newsletter: https://www.thespl.it/
Transcript
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| 0:00.0 | Welcome to the PEO, where we explore the world's greatest startup stories. |
| 0:04.0 | I'm your host, Turner Novak, founder of Banana Capital, and I'm excited for this conversation |
| 0:07.5 | with Logan Bartlett, managing director at Red Point Ventures. |
| 0:11.6 | If you like startups and you listen to podcasts, you're probably already familiar with the |
| 0:15.6 | Logan Bartlett Show. |
| 0:16.8 | We talk about how it first got started, plus all his tricks for growing the podcast into one of the most listened to podcasts and tech, including his canonical episodes in 2022 that help pop the Web 3 bubble. |
| 0:28.8 | Initially, I thought, get the biggest guess you possibly can and then it'll grow. |
| 0:32.5 | And the problem with that strategy is you suck when you first get going. |
| 0:36.7 | Like, I mean, you're really bad. We also talk market |
| 0:40.6 | cycles and bubbles and what Logan is seeing in the data today, especially in AI. And bubbles generally |
| 0:45.8 | lay infrastructure for enabling technologies. Bubbles can be very true. The internet was a bubble. |
| 0:53.2 | And I don't think anyone would argue that it wasn't ultimately correct. |
| 0:57.7 | It's just at the moment of time, it wasn't a great investment. |
| 1:01.2 | Plus, Logan's philosophy on venture capital as an asset class, his favorite under the radar |
| 1:05.5 | investors and advice for his younger self. |
| 1:08.3 | There's the barbell approach of venture, which is you must be very small or very large. Anything in the middle is going to die. It was an over-extrapulation that I think people pitched as a justification to raising bigger and bigger funds. I just don't think it's true. If you enjoy this conversation and you're not already, make sure to like, comment, follow, and subscribe to my newsletter in the show notes to get future episodes in your inbox every week. Let's jump in. |
| 1:33.6 | I feel like we're wearing the exact same outfit. It's good. It stands out. Yeah, it's |
| 1:38.2 | we found one time we were on this couch and I wore like white and I think the guest did too and we were like totally |
| 1:46.6 | melted into it. It was just like a terrible look. So Ben here and Rashad have insisted that I wear |
| 1:53.7 | dark colors when I do it on this couch just to give me better contrast. So I pop a little bit more. |
| 1:58.9 | Amazing. Yeah. It's like the um the white party |
| 2:03.0 | michael yeah yeah the michael ribbon party yeah yeah one day one day there's uh i saw i saw uh i |
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