20VC: Inside Accel's $4BN Growth Investing Machine | Cursor is Dead is Total BS: Here is Why | What Missing Rippling and ElevenLabs Taught Us | Are $2BN-$10BN IPOs Dead | Why Now is a Great Time to be Thoma Bravo with Miles Clements

Sometimes getting overly fixated on the financial metrics in this environment can leave you just like with an unsatisfying taste in your mouth. Growth can obscure and blind you to a lot of underlying ills in the business. I think you can actually be successful in this market investing in consensus. Investing is an art and a science. The science is understanding how to properly value a company and the art is understanding when to break the rules.

Focus on hitting singles and doubles and let the home runs take care of themselves. This is 20 VC with me, Harry Stebbings. Now today I'm thrilled to welcome a dear friend to the show, Miles Clemens. Miles helps lead Excel's growth investing practice where he's buying some of the best in the business, including Atlassian, Linear, Cursor, and many more incredible companies. Now Miles is an old friend, and so this was a very, how do I put it?

No holds bar. discussion. I think he put up with a lot of very pressing and prime questions, and I don't think you've ever heard an Excel partner be quite as open and honest as this, which was just fantastic. Mars really was very special to have on. But before we dive into the show today, over 80% of Fortune 100 companies are running their businesses with Airtable.

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