This week, Connie and Alex are joined by the founder of Lead Edge Capital, Mitchell Green, to discuss his firm’s $5 billion portfolio, its eight-point investment criteria, and their playbook for discovering early stage startups in less popular markets. He also weighs in on Bytedance’s future, the aspects of AI that he thinks may be overhyped, and the tougher IPO market.

00:00 - Introduction

03:52 - Investing in global markets

06:17 - Identifying opportunities in bootstrap businesses

11:49 - Balancing venture investments with private equity

13:06 - Insights into Bytedance and international markets

17:59 - Thoughts on AI and its long-term potential

23:47 - Exploring creative financing strategies

28:09 - The state of the venture capital industry

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