This week, Connie and Alex are joined by the founder of <a href="https://leadedge.com/">Lead Edge Capital</a>, Mitchell Green, to discuss his firm’s $5 billion portfolio, its eight-point investment criteria, and their playbook for discovering early stage startups in less popular markets. He also weighs in on Bytedance’s future, the aspects of AI that he thinks may be overhyped, and the tougher IPO market.00:00 - Introduction03:52 - Investing in global markets06:17 - Identifying opportunities in bootstrap businesses11:49 - Balancing venture investments with private equity13:06 - Insights into Bytedance and international markets17:59 - Thoughts on AI and its long-term potential23:47 - Exploring creative financing strategies28:09 - The state of the venture capital industry

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