2022年5月9日

Fabrice Grinda是FJ實驗室的創始合夥人，擁有700多筆投資，有250多個退出，建立的投資組合包括阿裏巴巴、Coupang、Airbnb、Instacart、Flexport和Delivery Hero等。在加入FJ Labs之前，Fabrice曾擔任三家跨國公司的首席執行官;包括OLX，世界上最大的網站之一，每個月有超過3億的獨立訪問者。由於他不可思議的投資成功，法布裏斯被福布斯評為世界第一天使投資人。在Fabrice Grinda今天的節目中:偉大始於小事:法布裏斯是如何從創立公司進入投資界的?Fabrice對創始人通過外部有限合夥人籌集資金有什麼看法?為什麼法布裏斯覺得天使投資讓他成為了更好的CEO?2)。法布裏斯是如何評估今天市場上發生的事情的? What is causing the massive public market drops we are seeing? How do inflation rates and interest rates have such an impact on where we are? How much of this is a result of COVID, the shift to goods from services and supply chains? 3.) The Optimistic Case: What could the Fed do to enable this optimistic outcome to take place? What would need to happen in geo-politics and Russia for this to happen? What is the probability today of this optimistic case happening? 4.) The Great Stagnation: What are the core drivers of this? Why is this the most likely outcome of all? What is the probability of this happening? 5.) The Catastrophe: What level of interest rate change would cause this outcome to occur? Why does Fabrice think that Switzerland is a “House of Cards”? What would this mean if Switzerland fell? What other European countries does Fabrice think are vulnerable? 6.) What this Means for Venture: How will LPs respond to these differing situations? How does this impact how Fabrice thinks about his rate of deployment? What segment of the market is Fabrice most excited for; early or growth? Mentioned in Today’s Episode with Fabrice Grinda: