Who Are the Customers?
Invest Like the Best with Patrick O'Shaughnessy
My guest today is Miles Grimshaw. Miles is in his ea...
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Jan 17 2023 1h 10m
Chapter 1 2 mins
[First question] His notion of the investor as a biologist or a physicistChapter 2 2 mins
Why he seeks out new companies with unique business modelsChapter 3 4 mins
How his investments are based on present and future needs in the marketChapter 4 1 min
Evaluating the genetics of a nascent or small companyChapter 5 3 mins
The half-life of information as it flows through a company or platformChapter 6 3 mins
Unpacking how software companies can survive re-evaluation periodsChapter 7 4 mins
The power of environment creation and facilitationChapter 8 34 sec
The importance of user conferencesChapter 9 4 mins
A company’s potential for a differentiated second act as a sign of good genesChapter 10 2 mins
Product quality, timing, and reinvention in tech startupsChapter 11 4 mins
Why it’s crucial for companies to avoid copying their heroesChapter 12 3 mins
Breaking down market perspective on pure API companiesChapter 13 2 mins
His views on software targeted to vertical versus horizontal marketsChapter 14 3 mins
Carefully leveraging relationships with core customersChapter 15 2 mins
Operational lessons from his experience with the companies he’s invested inChapter 16 45 sec
His maxim that software development is as much an art as a scienceChapter 17 1 min
His idea of a product magician in the software industryChapter 18 6 mins
Effects of new products and categories at the forefront of the spaceChapter 19 3 mins
How software founders should prepare for 2023Chapter 20 2 mins
How both market structure and product shape the genetics of a businessChapter 21 2 mins
The challenge of pricing and packaging for SaaS companiesChapter 22 59 sec
Cardinal sins in software investingChapter 23 2 mins
The kindest thing anyone has ever done for him