Tag: Kauffman Fellows

May 14, 2020

In venture capital, the increasing disruption by mega-funds is driving many VCs into the classic innovator’s dilemma: I need to raise bigger funds to survive, but doing so will eventually dilute my returns which will ultimately kill me. The now-classic example is SoftBank who’s founder Masayoshi Son raised $100 billion dollars to invest “unlimited cash” in innovation-crazed companies. Based on my experience navigating three different innovator’s dilemmas, I see two main reasons for this disruptive trend and three ways VC firms might respond. As we’re all navigating towards a new normal, post-COVID-19, these responses will define a new industry direction, and I believe the natural endpoint will be increased fund consolidation activity.

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