Momentum investing in VC + Convective Capital’s Bill Clerico | E1627
This Week in Startups
Jason Calacanis
4.2 • 1.4K Ratings
🗓️ 4 December 2022
⏱️ 46 minutes
🧾️ Download transcript
Summary
J+M are back for another edition of VC Sunday School. This week, they discuss momentum investing in venture capital! (1:35) Then, Molly interviews Convective Capital’s Bill Clerico on investing in firetech startups. (27:58)
(0:00) Molly tees up Sunday’s segments!
(1:35) VC Sunday School: Momentum investing: fair strategy, or sign of a bubble?
(12:56) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(14:30) Contrarian investing in VC
(26:28) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(27:58) Molly is joined by Convective Capital’s Bill Clerico and talks about investing solely in firetech startups
(35:30) Bill breaks down the different types of firetech startups that he’s investing in
FOLLOW Bill: https://twitter.com/billclerico
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
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Transcript
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| 0:00.0 | Hey, everybody. It is Sunday. We hope you had a great week. We're kicking off the next week with our |
| 0:05.1 | liminal space kind of show the Sunday episode. We have a great V.C. Sunday school coming up on momentum |
| 0:10.8 | investing. This concept is somewhat over now that there's not a lot of momentum happening, but there was an interesting |
| 0:16.8 | Twitter thread that kicked off this conversation about when to follow the crowd and when to maybe not. |
| 0:23.5 | Then on this week in climate startups, a really interesting conversation with Bill Clarico of convective |
| 0:29.4 | capital, a firm that exists specifically to invest in fire tech startups. It's a fascinating |
| 0:36.5 | conversation. It's going to be a great show. Stick with us. This week in startups is brought to you by |
| 0:41.7 | Open Phone. As a startup founder, a lot of mistakes are easy to roll back, but using your personal |
| 0:47.4 | cell phone number as your company number isn't one of them. Open Phone makes it easy to get business |
| 0:52.0 | phone numbers for you and your team right on top of your existing devices. Visit openphone.com slash |
| 0:58.7 | twist to get 20% off your first six months. And the Microsoft for startups founders hub helps all |
| 1:06.3 | founders build a better startup at a lower cost from day one. Open to anyone with an idea, you'll get |
| 1:13.6 | up to $150,000 in Azure credits, technical advisory, access to mentors and experts, free dev tools |
| 1:22.9 | and so much more. There is no funding requirement and it only takes minutes to join. Sign up today |
| 1:29.2 | at aka.ms slash this week in startups. All right, Molly. You have some questions. It's a VC Sunday |
| 1:37.8 | school. I noticed some fans of the show are making a notion instances code instances blog posts, |
| 1:43.4 | medium posts about VC Sunday school. You have my permission to do that. You can even monetize it |
| 1:47.0 | if you like. Just, you know, just say you're doing it as a fan of the show. It's fine with me. |
| 1:51.7 | It's so great, though, because it really is turning into like a little as they all put it together |
| 1:56.2 | like that. It's like curriculum. Look at that. Oh, interesting. Found a university VC university |
| 2:02.7 | just saying we might be creeping closer to yet another podcast. Just kidding. Sorry, don't panic. |
| 2:08.2 | Don't panic, Kristianek. Found a university podcast is doing great. By the way, |
... |
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