Venture Stories

Jerry Neumann on Technological Revolutions, Picking Winners, and VC Returns

Jerry Neumann (@ganeumann), founder of Neu Venture Capital, joins Erik on this episode. They discuss: - Carlota Perez’s work and the implications for investors and founders, including what would change if VCs took her ideas seriously. - What people misunderstand the most about moats. - Why he wants to invest in situations where there is uncertainty, and…