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20VC: The AI Boom Will Create Enormous Roadkill: Who Wins & Loses | Why Founders Should Never Take Multi-Stage Money at Seed | Why Triple, Triple, Double, Double is Good Enough
David Frankel is one of the great seed investors of our time. As the Co-Founder of Founder Collective he has backed the likes of Uber, Coupang, Suno, PillPack, Airtable, Whoop, Shield AI and many more. In a world of expanding fund sizes, David and Founder Collective are one of the only successful franchises to truly stick to small, boutique funds.
AGENDA:
00:00 The Bubbles Are Getting Bigger—and There Will Be a Lot of Roadkill
05:21 The Worst-Performing Funds Will Be the $50M–$100M Seed Funds
25:06 "We're Greedy for Returns, Not Management Fees"
30:10 "Pro Rata Is the Original Sin"
32:59 "A…
The skinny
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