
About this episode
Geoff is the Founder & Managing Partner of Bedrock Capital, a technology investment firm currently managing approximately one billion dollars. He’s served on the Board of Directors for companies including Lyft, Nubank, and RigUp. He led the Series C round for Wish in 2014. Bedrock is credited with coining the phrase ‘narrative violations’ to describe the most compelling technology investment opportunities. Prior to founding Bedrock, Geoff served as a Partner at Founders Fund for several years. He began his career as a technology entrepreneur in 2009.
[0:59] - Geoff's winding path to professional investing
[7:49] - Early entrepreneurial experiences and Geoff's love for drawing
[11:09] - High vs. low intensity periods in life
[14:09] - How Geoff arrived at Clarium Capital
[20:31] - Geoff's rock bottom turning point
[23:56] - The "narrative violation" investing strategy
[27:51] - The false narrative of dystopian technology
[32:12] - Additional systems for identifying investments and Geoff's opinion on Bitcoin
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