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Why I Stopped Losing Deals To Big VC Firms

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Money is a commodity now. Every fund has it, which means the competition isn’t about who writes the check anymore. I don’t lose deals to bigger firms, and the reason is that Lobster is a content company sitting inside a fund. I only invest in YC companies. 6.5% of them become unicorns, which is the highest concentration of outcomes in any closed ecosystem I know of. I’ve spent since 2019 going from outsider to insider there, using the playbook YC itself runs: make content, attract founders, earn the right to be in the room. What I get into: Why 2026 funding looks like 2021 on paper but the opportunities underneath are different Why money being a commodity changes what a fund actually competes on What it took to go from outside YC to inside it, starting in 2019 Why venture runs on trust, and why long-form content is the fastest way to build it at scale How founders know who we are before we ever meet What we give founders beyond the check, and why that’s what wins the deal TIMESTAMPS: 00:00 Money Is A Commodity 00:22 Is 2026 Another 2021? 01:11 A Once In A Decade Shift 01:23 How Do You Differentiate? 01:44 Paris, 2019, And A Realization I Had Late 02:18 The Name That Kept Coming Up 02:41 Getting Into A Closed Ecosystem 02:52 Shots On Goal, And Why 6.5% Matters 03:17 Venture Runs On Trust 03:36 Why Long Form Content Builds It 04:18 “I Followed You Before I Knew What YC Was” 04:35 Why We Don’t Lose Deals Anymore 05:06 A Content Company Inside A Fund 05:24 YC’s Own Playbook -- Disclaimer: The information provided in this video is for general informational purposes only and is not intended to be financial advice. I am not a licensed financial advisor. Any actions you take based on the information presented are at your own risk. Please consult with a qualified financial professional before making any investment decisions.

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