Ash Fontana and Leo Polovets on Data Moats and the Future of Venture Capital


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Ash Fontana (@ashfontana), General Partner at Zetta, and Leo Polovets (@lpolovets), General Partner at Susa Ventures, join Erik on this episode. They Discuss:
- What does the future of venture capital look like?
- Which firms are leading venture capital and who will be the top venture firms 10 years from now?
- Being a generalist investor versus a specialist
- Portfolio structure and the role of follow-on funding as part of a firm's strategy
- Is it important to have one portfolio company that can return the entire fund?
- Are there moats in venture capital?
- The role of pricing power in venture capital
- How is venture similar and different to company building?
- Compounding Data Moats
- Request for Startups
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Venture Stories is brought to you by Village Global, and is hosted by co-founder and partner, Erik Torenberg.

286 episodes