Venky Ganesan is a Partner at Menlo Ventures, whose portfolio includes Anthropic, Lovable, Legora and Higgsfield, alongside earlier hits Uber and Roku. Venky's own investment track record includes Palo Alto Networks, Upwork, Poshmark and Rover. He is a three-time Forbes Midas List investor and former Chair of the National Venture Capital Association. ----------------------------------------------- Timestamps: 00:00 Intro 1:15 - Venky’s 90% Loss That Changed His Investing 4:21 - Venky On Whether Venture Capital Is Broken 5:28 - Should You Keep Playing When The Market Is Crazy? 6:59 - The New Rules Of Venture Investing 7:55 - Is Seed Investing Still Possible? 9:19 - Can AI Revenue Metrics Be Trusted? 11:20 - Does “King Making” Really Work? 12:47 - What Could Finally Crack The Market? 14:11 - Innovators, Imitators And Idiots 19:17 - Venky On When It’s Worth Paying Up 20:24 - Venky’s Most Expensive Missed Investment 23:13 - What Makes A Great Founding Team? 25:09 - Venky On Whether Owne...