How VCs size their bets + Ben Birnbaum of TeraWatt and Keyframe | E1620

On VC Sunday School, Jason and Molly discuss how VCs size their investments (1:40). Then, Molly is joined by Ben Birnbaum of Keyframe and TeraWatt! (13:17) (0:00) Molly tees up today's topics! (1:40) Jason breaks down how VCs think about bet sizing! (11:43) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist  (13:17) Molly welcomes Ben Birnbaum of TeraWatt and Keyframe to discuss his background and why he started TeraWatt! (27:07) Odoo - Get access to all of Odoo's apps, services, and maintenance for under $25 at https://odoo.com/twist  (28:15) Ben explains the current state of commercial EVs and TeraWatt's progress (34:05) How TeraWatt spawned Keyframe, where Ben is an investment partner (38:20) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20 (39:47) Ben explains how and why he started an investment firm to fund his own startup (and startups like it!) Check out TeraWatt: https://terawattinfrastructure.com Check out Keyframe: https://www.keyframecapital.com FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1