Charles HudsonFounder and Managing Partner, Precursor Ventures

Staying True to Investment Models #fundraising #siliconvalley #ai #investing

5 Apr 2025 · 1 min

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A short transcript excerpt from a YouTube conversation (Charles Hudson and another speaker) about sticking to an investment model. Hudson explains that even if AI or other "hot" trends are attractive, they may not fit his firm's model, so they will do fewer such investments and avoid building a fund concentrated in that area. The other speaker asks whether pricing decisions or anchoring have caused them to miss exceptional founders.

Chapters

But it also might mean that whatever the hot thing is doesn't fit our model and we should do less of it than everybody else. And that's sort of how I've been thinking about AI. I'm like, there's a lot of companies I've met that are interesting, but at 50 posts I'm like that's not really our strategy or model. So it doesn't mean we'll do none of those, but we're certainly not going to do a fund full of them.
Yeah, I feel like I know the answer, but could you think of a time when you met a founder who was really wonderful and very spectacular and their business model was very unique and you had an idea of the price in your brain and it went a bit over? Do you feel like if you had anchored yourself at a different price you would have gotten over the line or do you feel like it didn't matter in the end.