20VC: Inside Coatue's $70BN Machine: Why Price Matters Least | Why Mega Markets are the Most Important | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher

I think price does matter, but I think it matters least. Margin matters, but early, it can be a misleading indicator. Data is a prerequisite. It is not the answer. One of the places where we don't spend time, these pre-revenue companies are really high valuations.

I don't think the king the king making concept is a real thing. Who's gonna wanna help you and who's gonna wanna hurt you? This is 20VC with me, Harry Stebbings. Now I am bored. I am bored of recycled guests.

Interviews that have been done over and over again. Today's guest is rarely ever on a podcast, Lucas Swisher. He co-leads the growth fund at Co2, and they've backed some of the best companies of the last few years, like OpenAI, Harvey, Deal, Canva Anthropic, and many more. He also Previously worked at Klein and Perkins with the one and only Mamoun Hamid, and this is one of his few appearances where we really delve deep into the investment process at Co2 and what they look for in great, great companies and founders.

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