20VC Exclusive: Why Mega Platforms Will Win in VC | Why You Cannot Do VC If You Do Not Do Pre-Seed | Why Market Sizing is BS | Where Will Foundation Models Build/Buy Apps vs Where Will They Not with Bucky Moore
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The best companies always feel expensive. If you look at like just how unique these companies are on a top-line basis, I mean, we're talking about billions of dollars of run rate growing in excess of 100% year over year. I don't think we've ever seen that before, right? We're talking about going from talking about $30 to $50 billion outcomes to multi-trillion dollar outcomes in the form of SpaceX or OpenAI or anthropic.
The act of sizing a market is just, at least from my experience, so imprecise that it it borders on being a fool's errand. This is 20 VC with me, Harry Stebbings, and today we have an exclusive for you, a big move announcement for the venture world. An old friend Bucky Moore is announcing his latest move following his departure from Kleiner Perkins where he's spent an incredible seven years working with the legend that is Mamun Hamid to build one of the best early stage practices in Venture. Now this was such a joy to do and I'm so thrilled that Bucky chose 20 VC to announce his move on.
But before we dive into the show's day, I love seeing the team come together to make this show happen. What I don't love is trying to keep track of all the information, the data and the projects that we're working on across dozens of platforms products and tools. That's why we use Coda, the all-in-one collaborative workspace that's helped 50,000 teams all over the world get on the same page, offering the flexibility of docs with the structure of spreadsheets. Coda facilitates deeper teamwork and quicker creativity.
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