Published Jun 17, 2024

20VC: Index's Danny Rimer on Investing Lessons from Hits like Figma, Discord and Etsy to Missing Snapchat, Airbnb, Facebook & Spotify | Why Valuation is a Trap and Market Sizing, Signalling and Sector/Geo-Specific Funds are all Noise

Danny Rimer of Index Ventures challenges traditional venture capital approaches by critiquing valuation obsessions, while sharing vital lessons from successful and missed investment opportunities in companies like Figma, Discord, and Airbnb. He offers rare insights on maintaining focus, the significance of strong partnerships, and thriving as an industry outsider across global markets.

Episode Highlights

Topics covered

Venture Capital Critique
01
Partnership and Firm Building
02
Investment Lessons
03

Episode Highlights

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Dexa/Harry Stebbings

20VC: Index's Danny Rimer on Investing Lessons from Hits like Figma, Discord and Etsy to Missing Snapchat, Airbnb, Facebook & Spotify | Why Valuation is a Trap and Market Sizing, Signalling and Sector/Geo-Specific Funds are all Noise

Topics covered

Popular Clips

Building Partnerships

Embracing Focus

Building in San Francisco

Emotional Investing Insights

Market Timing Insights

Decision Making Dynamics

Navigating Failure and Success

Investment Strategies Unpacked

Scaled Artisanship

European Entrepreneurial Resilience

Trusting Instincts

Investment Forks

Compassionate Leadership

Brand Relevance and Exits

Embracing Failure Lessons

Episode Highlights

Venture Capital Critique

Partnership and Firm Building

Investment Lessons

Related Episodes

20VC: Index's Danny Rimer on His Biggest Lessons On Price, Ownership, Board Dynamics & Building Consumer Businesses from Backing The Likes of King, Skype, Farfetch, Glossier and more...

20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

20VC: Why Small Markets are Better Than Big Markets, The Biggest Delusion of Early Stage VC, Why AI Investing is like a Horserace and Why The Most Ambitious Companies Growing the Fastest are not the Best Investments with Adam Fisher, Partner @ Bessemer

20VC: Investing Lessons from Fred Wilson and Why Small Funds Outperform Large Funds | Why the Secret to Winning in Venture is Splitting Deals |Learnings From the Biggest Hits and Biggest Losses | Why Anyone That Always Does Their Pro-Rata is Wrong with Mo

20VC: Lessons From 2x $Bn Exits in Trulia and lastminute.com, 3 Leading Indicators That Suggest Potential Marketplace Success & Why We Are Going To See A Fundamental Change To The World of VC with Pete Flint, Managing Partner @ NFX

20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

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20VC: Index's Danny Rimer on Investing Lessons from Hits like Figma, Discord and Etsy to Missing Snapchat, Airbnb, Facebook & Spotify | Why Valuation is a Trap and Market Sizing, Signalling and Sector/Geo-Specific Funds are all Noise

Topics covered

Popular Clips

Episode Highlights

Venture Capital CritiqueDanny Rimer challenges conventional wisdom in venture capital, critiquing the focus on valuations and market timing. He emphasizes the importance of conviction in investments and the evolving dynamics of signaling risk.

Venture Capital Critique

Partnership and Firm Building

Investment Lessons

Related Episodes