Investing Strategies
Steve shares his thoughts on investing in both massive incumbents in smaller markets and decent sized players in huge markets. He discusses funding companies in competitive spaces and betting on someone to disrupt established markets.In this clip
From this podcast
20VC
20VC: From Seed To Series A: The Due Diligence, The Valuations, The Investment Decision Making Process with Steve Schlafman @ RRE Ventures
Related Questions
How does Harry Stebbings approach investments in startups as discussed in the episode 20VC: Lightspeed's Nicole Quinn on Why We Are Not In A Consumer Downturn, Why M\&A Has Not Been This Exciting For A Long Time & Why Amazon Is Never Your Friend and the clip Lessons from Early Commerce?
Does market size matter in investing?