Timing in Innovation
Jamie discusses the importance of focusing on significant and inevitable trends in venture capital, highlighting the high loss ratio in traditional markets versus the potential rewards in the innovation economy. Eric emphasizes the dynamic nature of the American economy, noting the rapid changes among leading companies over time. Reflecting on past investments, Jamie shares how the pandemic accelerated innovation adoption, demonstrating that success often hinges on being in the right place at the right time.In this clip
From this podcast

Capital Allocators – Inside the Institutional Investment Industry
Jamie Montgomery – March Capital (Manager Meetings, EP.26)
Related Questions
How are startups cyclical?
How should I think about hiring the right people for a growth stage investment fund, based on the insights from the episode 20VC: Figma Founder Dylan Field on The Biggest Mistakes Young Founders Most Often Make, How To Go Slow To Go Fast With Venture Dollars & How The Design Process Will Fundamentally Change Over The Next 5-10 Years and the clip Hiring Top Talent?