Navigating the Bubble

Greg reflects on the exhilarating yet chaotic period of the late nineties, highlighting the stark contrast between irrational valuations and the reality of the market. He shares a cautionary tale of a missed acquisition opportunity, emphasizing the challenges of maintaining principles amidst overwhelming enthusiasm. As a newcomer, he acknowledges the unique position of being unencumbered by past investments, which led him to make bold early-stage investments in a rapidly evolving tech landscape.