Ash Fontana and Leo Polovets on Data Moats and the Future of Venture Capital

Ash Fontana (@ashfontana), General Partner at Zetta, and Leo Polovets (@lpolovets), General Partner at Susa Ventures, join Erik on this episode. They Discuss:- What does the future of venture capital look like?- Which firms are leading venture capital and who will be the top venture firms 10 years from now?- Being a generalist investor versus a specialist- Portfolio structure and the role of follow-on funding as part of a firm's strategy- Is it important to have one portfolio company that can return the entire fund?- Are there moats in venture capital?- The role of pricing power in venture capital- How is venture similar and different to company building?- Compounding Data Moats- Request for StartupsThanks for listening — if you like what you hear, please review us on your favorite podcast platform.Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.Venture Stories is brought to you by Village Global, and is hosted by co-founder and partner, Erik Torenberg.