Micah Rosenbloom | Founder Collective - On firm building, the end of vibes investing, and why it's fricking random

Micah Rosenbloom is a General Partner at Founder Collective, one of the original true seed funds, founded in 2009 before seed was even a recognized category.Before he was a VC, Micah co-founded three companies, including Brontes Technologies, which was acquired by 3M. He then spent four years inside 3M running the acquired business, which gave him something most investors don't have: a real operator's view of what a startup looks like after it lands inside a 65,000-person company. Founder Collective has backed Uber, The Trade Desk, WHOOP, Shield AI, Verkada, Suno, and Airtable across five intentionally small funds.In this episode, we cover why fund size drives every strategic decision that follows, the shift from cottage industry to firm-building and what operators-turned-VCs get right that others are still learning, why the best investments in the portfolio were always that way in the early days and what that means now, the founder psychology required to survive hardware's valley of death, and what staying small when everyone else scaled actually costs, and why Micah would do it again.