Special: Ho Nam from Altos Ventures — A Different Approach to VC
Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio
I feel like I know you guys'cause I listened to you guys on your podcasts and It's really fascinating because I think the the three part series on Berkshire is kind of like is your signature piece.'Cause I think you guys said it's like oh jeez, you know, you never thought you could go beyond two hours. And I know you guys have to cut a whole bunch of stuff out. just to fit it into six hours, right? No. But there's nobody who goes into the depth like you guys. And so it's it's great to talk to you guys here. Welcome to this special episode of Acquire. the podcast about great technology companies and the stories and playbooks behind them.
I'm Ben Gilbert, and I am the co founder and managing director of Seattle based Pioneer Square Labs and our venture fund, PSL Ventures. And I'm David Rosenthal and I am an angel investor based in San Francisco. And we are your hosts. On today's show, we have a guest that both David and I have looked up to for years. Ho Nam from Altos Ventures.
Without giving too much away in this early intro, I will say that this episode could be summed up as What if you tried to be a value investor with Berkshire Hathaway's principles But for early stage technology companies. This episode is the perfect cousin to everything that we talked about on the Berkshire trilogy. Now before we dive in
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