Why VCs Are Splitting Into Two Worlds

those thanks for having me on appreciate the time i think when we started the fund and what we realized is the evolution of how ventures started to change is that there's really become two worlds there's the multi-stage fund that's able to do be a generalist kind of a series c plus really all with ipo and what it's been requiring is emerging managers like myself as well

and i know you guys as well to really specialize and pick where you can really go early and have conviction before a lot of those players because you can take on more technical risk or more domain related risk because you understand these spaces and you live and breathe these and so that's what the fund has become and so mission one has really been focused on becoming a

specialist firm around three real pillars the first one being energy you know obviously as we talk about the power