Ep13: Is Early-Stage VC Broken? The Future With Jeff Becker

Ep13: Is Early-Stage VC Broken? The Future with Jeff Becker - Antler

2M ago 49:15

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The startup funding game is changing fast, and so is the early-stage VC model. So… is it time for a reset?

In this episode of Startups Decoded, I sit down with Jeff Becker — investor, entrepreneur, and partner at Antler, the fastest-growing global VC firm, to unpack what’s really going on in early-stage venture capital.

We explore everything from the decline of the traditional fund model to the rise of rolling capital agreements, counter-cyclical strategies, and new ways of backing durable founders. Jeff shares lessons from his journey at LinkedIn through hyper-growth, his hands-on experience building startups, and Antler’s bold mission to launch 10,000 companies in the next decade.

We also dig into the “hidden years of inception”, how AI is reshaping go-to-market, why resilience is the ultimate founder trait, and how Antler is rewriting the global venture playbook — with community, culture, and capital all under one roof.

If you’re a founder or investor trying to make sense of today’s VC market, this one’s unmissable.

Jeff Becker

Jeffrey Becker is a venture investor, entrepreneur, and builder of businesses that scale. Starting his career valet parking and interning at startups, he honed his sales skills at Xerox before joining LinkedIn, where he played a role in its explosive growth—from 100M to 770M members, IPO to Microsoft acquisition, and $600M to $10B in revenue. Alongside, he co-founded a DTC brand that served 250,000 customers and partnered with Best Buy and Daymond John.

Since 2016, Jeffrey has focused on angel investing in companies driving health, wealth, and happiness. By 2018, he was mentoring at emerging funds, setting the stage for his career in VC. Now at Antler, he’s on a mission to help launch 10,000 companies in a decade, fueling the next generation of entrepreneurs and business leaders.

Chapters

00:00 Introduction to Early Stage Venture Capital
03:05 The Hidden Years of Inception
05:58 The Role of Founders in Early Stage Investing
08:50 Culture and Community in Startups
11:57 Resilience and Solution Orientation in Founders
15:07 The Dichotomy of Building: Fast vs. Durable
18:02 Navigating the AI Landscape in Venture Capital
25:19 Outsourcing and AI in Business Growth
29:01 Trends in Venture Capital and Founders' Perceptions
30:36 Counter-Cyclical Investment Strategies
34:12 Identifying Durable Founders and Their Vision
39:03 Follow-On Strategies and Rolling Capital in Early Stage Investing
48:13 Navigating the Antler Application Process

Music Credit: "Neptuno" - Phondupe (Album: Onykia)

22 episodes