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1) GV has $2bn under management, plus it is a corporate VC.

2) No, no or yes, yes - totally agree about training, it is still a USP. But as markets are much more public, it´s easy to follow the development even without being invested. Most of the data can be assumed from what´s publicly available (app store ranks, alexa ranks, disclosures of competitors, headcount etc.)

Admittedly I worked in VC myself - so certainly I look as well differently at news and have maybe a different analytical tool belt.

Interesting is your remark / question, about “how do we find them?” - will think about that part :-)



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