The Narrative Monopoly

#16 - Geoff Lewis, Vibe Capitalist

Episode Summary

A conversation with vibe capitalist Geoff Lewis

Episode Notes

Bio

Geoff Lewis is the Founder & Managing Partner of Bedrock, a technology investment firm currently managing approximately one billion dollars. He’s served on the Board of Directors for companies including Lyft, Nubank, and Workrise. He’s also invested in Wish, Vercel, Anduril, and more. Prior to founding Bedrock, Geoff was a Partner at Founders Fund and was the co-founder and ceo of the technology company Topguest

Times

• 1:15 - Intro to Geoff
• 2:15 - What makes a vibe capitalist?
• 3:45 - Impact of money printer on Venture
• 6:30 - Deal markups & entertainment funding vs venture funding
• 12:45 - What drives Geoff as an investor
• 16:30 - A few investors that Geoff admires
• 18:45 - Temp Checks that struck a chord
• 21:45 - Algorithmic governance
• 25:30 - Geoff moved to Austin, how about Miami?
• 27:15 - How does the real estate footprint impact the types of companies in each city? And other drivers
• 33:15 - City culture and the impact on startups
• 39:15 - Predictions for algorithmic governance
• 42:00 - Inflation
• 48:30 - Cohesive world views
• 54:45 - Performative lunacy vs performative sanity
• 1:01:00 - Reality Dysphoria Industrial Complex
• 1:04:00 - What is the Narrative Monopoly?

Links

Bedrock letter

geofflewis.org

Temp Checks on YouTube

Geoff's twitter

Jeff's twitter

Narrativemonopoly.com