Bob Davis (Highland Capital) – Investing in Disruptive Technologies

Bob Davis, the founder of Lycos and General Partner at Highland Capital Partners joins the show. In this episode we discuss:

  • Bob’s entrepreneurial journey, from taking Lycos from founding to IPO in 9 months, to an eventual $5.5 billion exit
  • Perspectives on the venture industry and the impact of COVID-19 on the capital formation environment
  • Comparisons of the blockchain industry to the early internet era
  • General thoughts on Bitcoin’s macro narrative and the evolution of the market infrastructure to support this asset

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