You're Looking at Networks Wrong | Albert Azout | Superclusters | S5E5
Description
“Networks are more persistent than performance.” – Albert Azout
Albert Azout is the Co-Founder and Managing Partner of Level VC, a technology investment firm built on software and data science and invests in both entrepreneurs and venture capital managers, including the likes of Air Street Capital, Emergent Ventures and Work-Bench, just to name a few. Prior to Level, Albert has been a serial founder, starting analytics businesses and even a social media company before Facebook.
You can find Albert on his socials here:
LinkedIn: https://www.linkedin.com/in/albertazout/
Substack: http://albertazout.substack.com/
OUTLINE:
[00:00 ] Intro
[02:36 ] The origin of Albert's blog
[04:45 ] How did Albert first start coding?
[07:43 ] Albert's interest in networks
[13:10 ] Entrepreneurship around Albert
[16:27 ] What is collaborative filtering?
[22:18 ] How complexity economics affect the networks of VCs?
[27:14 ] Fear and greed regimes
[28:51 ] Telltale signs that inform the kind of regime you're in
[30:31 ] Why it's the wrong time to be investing in defense tech
[34:53 ] What are most LPs missing about GP networks?
[37:31 ] How is Level VC looking at networks differently?
[44:42 ] Archetypes of GPs that Albert likes
[46:43 ] The 3 advantages GPs need to have
[55:02 ] How does Albert balance over- vs under-diligencing?
[57:15 ] Albert's view on luck
[57:47 ] Albert the "consciousness expert"
Follow David Zhou for more Superclusters content:For podcast show notes: https://cupofzhou.com/superclustersFollow David Zhou's blog: https://cupofzhou.comFollow Superclusters on X: https://x.com/SuperclustersLP