Why Lead Edge founder Mitchell Green keeps buying Bytedance shares

This week, Connie and Alex are joined by the founder of Lead Edge Capital, Mitchell Green, to discuss his firm’s $5 billion portfolio, its eight-point investment criteria, and their playbook for discovering early stage startups in less popular markets. He also weighs in on Bytedance’s future, the aspects of AI that he thinks may be overhyped, and the tougher IPO market. 00:00 - Introduction 03:52 - Investing in global markets 06:17 - Identifying opportunities in bootstrap businesses 11:49 - Balancing venture investments with private equity 13:06 - Insights into Bytedance and international markets 17:59 - Thoughts on AI and its long-term potential 23:47 - Exploring creative financing strategies 28:09 - The state of the venture capital industry Learn more about your ad choices. Visit megaphone.fm/adchoices