NextView Ventures’ Rob Go on investing in underrepresented Founders, the transition from FOMO to FOLD, and changes to the consumer business model.


Rob Go, General Partner, NextView Ventures

Key Takeaways:

1. E-com businesses that have subscription-like unit economics will begin to be treated more favorably as this crisis unlocks a new consistent consumer base.

2. Dislocation between economic realities and public markets exists, but early stage company valuations are still predominantly driven by their competition.

3. Reference checks are a critical and useful way to check on a founder in a remote environment.