Oct 30 2024 35 mins
This week, we sat down with Teddy Himler, General Partner at Optimist Ventures. Optimist is an early-stage fund backing founders focused on critical technologies at the inflection stage. We explore his experiences investing in SE Asia, taking less PMF risk in emerging markets, and signals that led him to start his own fund. Teddy also shares his perspectives on technology's secular and cyclical trends, the importance of owning your domain, and AI breakthroughs in healthcare, insurance, and robotics.
During the episode, we reference Thomas Laffont's All-In Summit presentation
Episode Chapters:
- Investing in internet 1.0 - 1:55
- Historian investing style - 5:35
- Valuations in emerging markets - 7:50
- Launching a fund - 12:00
- Betting on the next 30 years - 16:14
- Differentiation as an emerging manager - 19:10
- Market adoption of AI - 22:39
- LP learnings - 25:35
- Quick fire round - 31:20
As always, feel free to contact us at [email protected]. We would love to hear ideas for content, guests, and overall feedback.
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