Episode 37: Jackie Vullinghs from Airtree
from Frazis Capital Podcast Hosted by Michael Frazis
Jackie Vullinghs @ Airtree 0:11 - Introducing Jackie 0:54 - University in Australia vs the UK 3:08 - Interviewing at Oxford and Cambridge 3:56 - Approach to VC interviews with company founders 5:55 - Jackie discusses AirTree's key portfolio focus (digital health, fintech, consumer) 6:48 - Companies are staying private for longer, is that good or bad? 8:38 - How sustainable are the accelerations of digital health and ecommerce? 9:57 - Low relative penetration of ecommerce in Australia 11:25 - Equity derivatives in London 13:39 - Jackie's shift to start-up, Listable, Kalo 14:50 - August tech runup & option trading 20:46 - Alex Danco: are founders allowed to lie when selling a vision? 21:58 - Short reports and long-term growth of heavily shorted companies 24:27 - Interviews are a valid test for start-up hopefuls 26:14 - Creative arts and consumer tools to monetise creative pursuits 27:58 - Online writing & Jackie's substack (https://jax.substack.com/) 31:00 - As a collective, do retail investors make money? 33:03 - Snowflake IPO 34:26 - A Cloud Guru 37:15 - B2B SaaS playbook 39:08 - Jackie discusses AirTree 40:19 - The rise of new VC funds 41:45 - Listed vs. unlisted companies 42:50 - Comparing investment memos 45:08 - Customer love, competition and growth 49:16 - Pricing and flexibility of managed funds 51:26 - External descriptions of market shifts 52:21 - Spaceship voyager & superannuation 55:33 - Real Estate investment
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