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In Today’s Episode You Will Learn:
1.) How Tim made his way from supply chain consulting to providing navigation for an automated future with Swift?
2.) Why does Tim believe that Silicon Valley is no longer optimised for deep tech creation and investing? Why does Tim believe we have seen the transition in Silicon Valley from technology innovation to business model innovation? Is this a problem?
3.) Tim has said before “there is a big lie to Silicon Valley”, what is that lie? How does Tim assess unit economics with regards to deep tech businesses? How does he look to evaluate the viability of a deep tech business model? What are the core components?
4.) From the VC perspective, does Tim believe deep tech is an attractive investment opportunity for the current investor class? How does Tim respond to the longer exit cycles and higher capital intensity of deep tech? Does this create inherently frothy environments for valuations given the dilutive element?
5.) How does Tim view the working together of incumbents and deep tech startups? Is this an environment of consolidation, partnership or over arching disruption? What are the core questions founders must ask when considering a partnership?
Items Mentioned In Today’s Show:
Tim’s Fave Book: Meditations by Marcus Aurelius
Tim’s Fave Blog: First Round Review
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