Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken

ℹ️ EPISODE INFO

Released

March 26, 2025

Duration

1h 24m

Channel

The Twenty Minute VC

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

Mitchell Green is the Founder and Managing Partner of Lead Edge Capital. Mitchell has led or co-led investments in companies including Alibaba, Asana, Benchling, ByteDance, Duo Security, Grafana, Mindbody, and Xamarin, among several others. ---------------------------------------------- In Today’s Episode We Discuss: 00:00 Intro 01:21 How Bessemer Taught Me The One Golden Rule of Investing 06:25 Why AI Infrastrcture is the Worst Investment to Make 08:11 Why it is Comical to think there will be $BN one person companies? 15:01 WTF Happens To The Cohort of SaaS Companies With Slow Growth, Not Yet Profitable and $50M-$200M in Revenue 18:20 What is the Biggest Problem with the IPO Market 23:04 When is the Right Time to Sell in VC and How a Generation F******* it Up 28:24 Biggest Advice to Smaller Emerging Managers 47:39 Why LPs are More Important than Founders 57:17 One Question Every LP Should Ask Their VCs 01:00:04 Why TikTok Does Not Matter to ByteDance and It Is a Screaming Buy 01:02:53 Why We Drastically Underestimate the Power of Chinese AI? 01:10:20 Quick Fire Questions 01:15:06 Why Social Media is the Most Dangerous Thing in Society ----------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Lead Edge Capital on X: https://twitter.com/LeadEdgeCapital Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #mitchellgreen #leadedgecapital #mp #founder #ai #saas #softwareengineer #deepseek #tiktok #ipo

🎤 SPEAKERS

• Mitchell Green

  guest

• Harry Stebbings

  host

🧾 EPISODE SUMMARY

In this episode of The Twenty Minute VC, featuring Mitchell Green and Harry Stebbings, Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken explores lead Edge’s Mitchell Green: Discipline, Liquidity, And Why VC’s Broken Mitchell Green, founder of Lead Edge Capital, argues that much of traditional venture capital is structurally broken: prices are irrational, exits too slow, and funds too focused on paper marks instead of cash back to LPs.

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