E23: Tomasz Tunguz on the Theory Behind Theory Ventures

"Turpentine VC" | Venture Capital and Investing

In this episode of Turpentine VC, Tomasz Tunguz, General Partner at Theory Ventures, joins Erik Torenberg to discuss the Theory Ventures model, the coming contraction in investable VC dollars, the parallels between PE and VC, and much more. If you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/turpentine

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X / TWITTER:

@ttunguz (Tom)

@Theoryvc (Theory Ventures)

@eriktorenberg (Erik)

@cjgustafson222 (CJ)

@TurpentineVC

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TIMESTAMPS:

(00:00) Episode Preview

(01:02) The Theory Behind Theory Ventures

(05:23) Advice for Emerging Managers

(08:29) How to Play AI as a VC

(11:02) Sectors/Technologies Tom Finds Appealing

(12:47) Biggest Data Trends in VC

(18:13) Replacing Founders

(22:54) The Journey of a Founder to IPO

(28:15) Qualities of a Great CFO

(31:14) Sponsor - Netsuite and Shopify

(34:13) The Universe of LPs

(36:56) The Future of Multi-Stage Venture Firms

(39:02) The Future of Venture Capital Industry

(41:45) Tom's Economic Outlook

(48:23) The Future of Theory Ventures

(51:12) The Future of Accelerators

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