Going All In On OpenAI, Rippling and Others | Bedrock Capital's Geoff Lewis On How How He Makes Investments | Ep. 6, IO Pod

The IO Podcast: Investor + Operator

Geoff Lewis is a titan in the VC world as both the lead investor and founder of Bedrock Capital, the firm backing some of the world best-known tech companies. Geoff joins Tyler and Sterling on the podcast to share his insights on venture capital and what it takes to consistently make money for LPs. Geoff discusses the unique decision to raise Bedrock's fund size in a time when other funds are downsizing, the importance of assessing founders and their unique qualities, and the challenges and rewards of starting a venture capital firm. He also shares his thoughts on the future of social media, the venture capital industry, and the power of authenticity in building strong partnerships.

Chapters

00:04:10 - Why Bedrock Is Upsizing Their Fund Structure.

00:06:54 - How Geoff Assesses Entrepreneurs and Raises Capital.

00:10:10 - Building Relationships Brings Smart Investments

00:14:13 - Achieving Work-Life Integration For Entrepreneurs.

00:17:49 - Why The Best Founders Are Authentic

00:21:29 - Different Investment Styles in VC

00:26:44 - When To Double Down

00:38:04 - The OpenAI Situation

00:40:37 - Geoff's Hot Takes

00:57:08 - Rapid Fire and Wrap-up

We think you'll love this conversation. Don't miss hearing from one of the industry's top investors and operators.