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Transparent Venture Capital by Tribe Global Ventures

Tribe Talkin' Ep 79: CTV Q1. Low Growth Worthlessness. Where The Value Accrues. AI Rabbit Holes. Robots Are Here. Sharts. We Are Sorry For This Episode.

Transparent Venture Capital by Tribe Global Ventures

Tribe Global Ventures

Investing, Business:investing, Business, Entrepreneurship

51 Ratings

🗓️ 2 May 2025

⏱️ 78 minutes

🧾️ Download transcript

Summary

Transcript

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0:00.0

I think it was Solomon Beard that said it, like the best time to sell is when you don't want to sell and the worst time to sell is when you have to sell.

0:15.0

I think founders often confuse like a funding round, multiples that you'll get which is really

0:21.5

artificial versus an M&A. How long before we have AI to replace the founder like just

0:28.7

be able to sit here and just say rather than I build a product but they are

0:31.6

actually build a business so I have this idea go and validate it for me I have this

0:35.1

idea to go and build the product stack I have this idea to go and build the

0:37.4

marketing engine.

0:39.8

When we talked about having

0:41.3

a podcast for a VC fund, I'd never

0:43.3

thought we would be using the lines.

0:45.3

Wax a butthole.

0:48.8

Even though

0:49.3

a lot of performance feels like that at times.

0:59.2

I'm Probably performance feels like that at times. Good morning, lads. How are we?

1:01.4

Bloody awesome. How are you both?

1:03.1

Very good. Jack?

1:04.8

Yeah, I'm going good. They're pretty cold, but besides that.

1:07.4

Now, Ashes at sunrise, having a great time by the sounds of things. She said there was less

1:12.2

of a technology conference more of like a philosophy class. So I'm fascinated what they talked about

1:19.0

then. So she won't be joining this episode, which has meant of maybe gone a little wilder

1:24.6

on the schedule. She's the normal.

1:30.0

It also is that this schedule is quite a long schedule.

...

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