Today's episode explores three ideas that caught my attention: It’s weird we measure data centers measured in gigawatts – John’s observation that we tend to discuss data centers based on their power consumption vs their computational output was fascinating – it’s like buying a car based on annual fuel consumption instead of its true utility. Geography drives energy politics – John’s "where you stand depends on where you sit" framework for understanding global energy p...
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Today's episode explores three ideas that caught my attention: It’s weird we measure data centers measured in gigawatts – John’s observation that we tend to discuss data centers based on their power consumption vs their computational output was fascinating – it’s like buying a car based on annual fuel consumption instead of its true utility. Geography drives energy politics – John’s "where you stand depends on where you sit" framework for understanding global energy p...
Episode 49: "It's a Volume Game" | Redbud VC's Brett Calhoun on Generalist Investing Philosophy, the Missouri Startup Ecosystem, and Why Gritty Industry Veterans Make Compelling Founders
The Diligent Observer Podcast
33 minutes
3 months ago
Episode 49: "It's a Volume Game" | Redbud VC's Brett Calhoun on Generalist Investing Philosophy, the Missouri Startup Ecosystem, and Why Gritty Industry Veterans Make Compelling Founders
Today's episode explores three ideas that caught my attention: The Missouri ecosystem is wild - I’ve 100% been sleeping on it. Names like Zapier, Equipment Share, Veterans United, and so many more all started there. It’s so easy to miss entire innovation hubs outside the usual suspects.Volume as competitive advantage - 300 LinkedIn messages weekly for five years straight. Sustaining this hustle is simple but NOT easy, and inevitably becomes a sourcing moat through sheer persistence.VCs pivot ...
The Diligent Observer Podcast
Today's episode explores three ideas that caught my attention: It’s weird we measure data centers measured in gigawatts – John’s observation that we tend to discuss data centers based on their power consumption vs their computational output was fascinating – it’s like buying a car based on annual fuel consumption instead of its true utility. Geography drives energy politics – John’s "where you stand depends on where you sit" framework for understanding global energy p...
