S28 Capital's Ho on Finding Long Term Opportunities

The transcript discusses the transition of businesses to digital platforms, emphasizing the importance of enterprise services and cloud tools. It highlights key metrics for investment, focusing on the significance of founders and market opportunities. The investment strategy is centered around the power law, aiming for high returns from a few successful ventures. The impact of a potential recession on valuations and venture capital selectivity is also examined. Finally, the influence of family on entrepreneurial spirit and risk-taking is explored, drawing from personal experiences.

What are the key metrics for identifying the right companies to invest in?

Why is it important to prioritize people over business plans when investing?

How does the ability to pivot impact a founder's success?

What should companies focus on during a recession according to the text?

What entrepreneurial qualities did the speaker inherit from their family?

What lessons did the speaker learn from their father's entrepreneurial journey?

How did the speaker's great grandfather's experiences shape their perspective on risk?