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)
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