20VC: Why Traditional VC is Broken: How VCs Learned Nothing from 2021 | Why LPs are More Important than Founders & Advice to Emerging Managers | Bull Case for Bytedance & Why TikTok's Ban Doesn't Matter with Mitchell Green, Lead Edge Capital

I think investing in AI infrastructure today is like investing in websites in nineteen ninety seven. The incumbents usually win. It's customer distribution. The idea of a single person AI company, I think, is like comical at best. I think the venture industry was about to be in for a rude awakening and then AI showed up. People didn't learn a damn thing from 20 and 21. It's like shocking. This is 20 VC with me, Harry Sebings. Now honestly, I think there are very few truly great investors in Vanchester. Honestly, I think much of the industry is a Ponzi scheme. One big firm upholds the numbers of another big firm, and they both hope that the music does not stop. And then there are real players who make money reliably for their partners. They do the work. They're most often in silence, which is why it's such a great joy when I can tell their story on the show. One of those individuals is Mitchell Green, co founder of Lead Edge, one of the most direct, no BS, and brilliant investors. And guess what? He makes a shit ton of money for his investors. This was such a joy to do, and I think you will love it. But before we dive in today, here are two fun facts about our newest brand sponsor, Kajabi. First, that customers just crossed a collective eight

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