About this episode
How do you compete with Sequoia and Andreessen while running a $650M fund and still expect to outperform?
In this episode, I sit down with Glenn Solomon, Managing Partner at Notable Capital, to break down how focused early-stage investing can outperform mega-platform venture funds. Glenn explains why 70%+ of venture dollars now go into mega-rounds over $100M, why Notable stays disciplined at seed and Series A, and how delivering “unscalable” founder support creates real edge. We also go deep on Anthropic, the so-called “software apocalypse,” AGI narratives, and where durable alpha exists in an AI-dominated world.
Highlights:
Why $350B in venture funding hides a barbell market structure
How focusing on sub-$100M rounds creates structural edge
Why size is often the enemy of return
Building a 42-person team to serve 8–10 new founders per year
The case for consistent top-quartile vs. volatile top-1% returns
Anthropic’s enterprise-first positioning and labor market opportunity
Why AI is attacking multi-trillion-dollar labor markets—not just software
The pendulum effect behind the “software apocalypse”
Why distribution and proprietary data still matter in SaaS
AGI as a phase, not a binary event
Where net-new opportunity sits above infrastructure
The danger of chasing “shiny objects” without conviction
Guest Bio:
Glenn Solomon has been a venture capitalist for nearly 30 years and has spent the last 18 years building what is now Notable Capital, the U.S.-focused team that previously operated as GGV Capital before separating in 2023. Glenn invests in early-stage software companies across enterprise infrastructure, cybersecurity, data, and AI. A Stanford graduate and former three-time NCAA national championship tennis team member, Glenn brings a disciplined, team-first mindset to venture investing. He is known for deep sector expertise, strong founder relationships, and a focus on delivering consistent, high-conviction returns through concentrated early-stage ownership.
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Sponsor:
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