Hussein Kanji breaks down exactly how world-class investors spot billion-dollar companies before anyone else - from identifying new categories to understanding when technological, cultural, or regulatory shifts create once-in-a-generation opportunities.
👉 If you enjoyed this clip - make sure to watch the full episode with Hussein Kanji!
📌 Chapters
00:00 – How Hoxton chooses the right companies to back
00:25 – What creates new markets: cultural, tech, and regulatory shifts
01:18 – Predictive markets, Polymarket
02:37 – Why the bridge back to Silicon Valley really matters
03:15 – Europe vs US: can Europe produce the global winner?
03:35 – Winner-take-most markets (Bebo, Myspace, Meta)
04:39 – Spotify, Apple Music, Amazon — and why Spotify won
05:31 – Why European tech is the exception — and how winners emerge
05:52 – How Spotify actually cracked the market
06:23 – Where VCs get it wrong
06:49 – Relaxing constraints vs sticking to your framework
06:50 – The painful misses: Monzo and Revolut
07:08 – How pattern-matching can mislead investors
👍 Why subscribe? Real, unfiltered lessons from the world’s top founders and investors - no hype, no fluff, just what actually drives companies to break out.
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