VC Sunday School: first-tier investor behavior + Climate: Dangerous Ventures' Mike Lin | E1385

Jason and Molly begin this double-header Sunday show with a VC Sunday School segment on top-tier VC behavior (01:38). You will learn: 1. How first-tier VCs compare to second-tier VCs 2. When VCs should intervene in a portfolio company 3. The difference between micromanaging and good governance 4. Jason's framework for ensuring alignment: Mission, Plan, Strategy, Tactics 5. Why good Board Members remain calm and positive Then, Molly is joined by Mike Lin from Dangerous Ventures for a This Week in Climate Startups segment (22:00). You will learn: 1. What Mike learned from working at Makani Power (acquired by Google X) 2. The potential of "muscle-powered" energy and its limits 3. Lessons from the failed Potenco generator & One Laptop Per Child project 4. How Mike got himself fired from Apple for insubordination 5. Why Dangerous Ventures is backing "Dunkirk" climate solutions Show Notes: (00:00) Jason and Molly tee up the show, Top VC vs. Second-tier VCs, Mike Lin from Dangerous Ventures (01:38) The behavior difference between a top tier VC and a second tier VC (09:23) Where VCs should actually intervene in a portfolio company, micromanaging vs. good governance (11:47) First Republic Bank - Discover what a long-term financial relationship can do for you. Visit https://firstrepublic.com/startup today to learn more. (12:50) What needs to be in alignment Mission, Plan, Strategy, Tactics (14:58) Why good Board Members are calm and positive (19:30) Jason and Molly intro the This Week in Climate Startups segment (20:40) Superside - Go to https://superside.com/twist to get $3000 or more in credits when you sign up for an annual subscription (22:00) Mike Lin from Dangerous Ventures discusses his previous startup experience at Makani Power (26:09) Can muscle-powered energy come back? (27:57) Pulling Power from the Sky: The Story of Makani (30:56) Notion - Go to https://Notion.so and use promo code TWIST to get $250 off its annual team plan (32:28) Lessons from Mike's time as the founder of Fenix, which was bringing power to low income economies, and the lessons from the failed Potenco generator & One Laptop Per Child project (36:35) How Fenix rose out of the ashes of his previous startup, Fenix's smart battery (39:55) Why Mike Lin was fired as an Apple contractor for insubordination (43:39) Who is going to actually solve the climate crisis? (46:15) Mike's ambition at Dangerous Ventures and why they are backing "Dunkirk" climate solutions (53:43) Managing a micro-fund and using SPVs to build initial momentum Check out Dangerous Ventures: https://www.dangerous.co/ FOLLOW Mike: https://twitter.com/tweetmikelin FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood