Special: Ho Nam from Altos Ventures — A Different Approach to VC

2021-06-21 · 104 min · 16 entities

episode page audio

Asserted relationships

→ references Sam Walton Made America book

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evidence rules-v4
Link in episode "Special: Ho Nam from Altos Ventures — A Different Approach to VC": https://amazon.com/Sam-Walton-Made-America/dp/0553562835
→ hosted by Ben Gilbert and David Rosenthal person

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evidence rules-v4
Feed author/publisher: Ben Gilbert and David Rosenthal
→ discusses Technology concept

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evidence rules-v4
Feed category: Technology
→ discusses Business concept

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evidence rules-v4
Feed category: Business
→ discusses Investing concept

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evidence rules-v4
Feed category: Investing
→ references Foxes And Hedgehogs person

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evidence rules-v4
Link in episode "Special: Ho Nam from Altos Ventures — A Different Approach to VC": https://altos.vc/blog/foxes-and-hedgehogs
→ references Howdoyouknow website

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evidence rules-v4
Link in episode "Special: Ho Nam from Altos Ventures — A Different Approach to VC": https://altos.vc/blog/howdoyouknow
→ references Venture Lotto person

0.38

evidence rules-v4
Link in episode "Special: Ho Nam from Altos Ventures — A Different Approach to VC": https://altos.vc/blog/venture-lotto

Entities found in this episode

persons 6

mentioned Ben Gilbert and David Rosenthal person

0.70

evidence rules-v4
Feed author/publisher: Ben Gilbert and David Rosenthal
hosted by Ben Gilbert and David Rosenthal person

0.55

evidence rules-v4
Feed author/publisher: Ben Gilbert and David Rosenthal
mentioned Foxes And Hedgehogs person

0.45

evidence rules-v4
Link in episode "Special: Ho Nam from Altos Ventures — A Different Approach to VC": https://altos.vc/blog/foxes-and-hedgehogs
mentioned Venture Lotto person

0.45

evidence rules-v4
Link in episode "Special: Ho Nam from Altos Ventures — A Different Approach to VC": https://altos.vc/blog/venture-lotto
references Foxes And Hedgehogs person

0.38

evidence rules-v4
Link in episode "Special: Ho Nam from Altos Ventures — A Different Approach to VC": https://altos.vc/blog/foxes-and-hedgehogs
references Venture Lotto person

0.38

evidence rules-v4
Link in episode "Special: Ho Nam from Altos Ventures — A Different Approach to VC": https://altos.vc/blog/venture-lotto

concepts 6

mentioned Technology concept

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evidence rules-v4
Feed category: Technology
mentioned Business concept

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evidence rules-v4
Feed category: Business
mentioned Investing concept

0.50

evidence rules-v4
Feed category: Investing
discusses Technology concept

0.40

evidence rules-v4
Feed category: Technology
discusses Business concept

0.40

evidence rules-v4
Feed category: Business
discusses Investing concept

0.40

evidence rules-v4
Feed category: Investing

books 2

mentioned Sam Walton Made America book

0.90

evidence rules-v4
Link in episode "Special: Ho Nam from Altos Ventures — A Different Approach to VC": https://amazon.com/Sam-Walton-Made-America/dp/0553562835
references Sam Walton Made America book

0.77

evidence rules-v4
Link in episode "Special: Ho Nam from Altos Ventures — A Different Approach to VC": https://amazon.com/Sam-Walton-Made-America/dp/0553562835

websites 2

mentioned Howdoyouknow website

0.45

evidence rules-v4
Link in episode "Special: Ho Nam from Altos Ventures — A Different Approach to VC": https://altos.vc/blog/howdoyouknow
references Howdoyouknow website

0.38

evidence rules-v4
Link in episode "Special: Ho Nam from Altos Ventures — A Different Approach to VC": https://altos.vc/blog/howdoyouknow

Episode description as stored

What do you get when you combine Berkshire Hathaway's approach with early-stage venture capital? Altos Ventures. We're joined by Altos's wonderful Ho Nam to discuss their highly unusual approach to VC, which has resulted in them becoming significant shareholders in great companies like Roblox, Coupang, Woowa Brothers and Krafton (makers of PUBG). This episode is an absolute must-listen for anyone in our industry — Ho is one of the best and most under-the-radar thinkers in Silicon Valley, and has many lessons to offer us all! Sponsors: Vanta: https://bit.ly/acquiredvanta ServiceNow: https://bit.ly/acquiredservicenow26 Legora: https://bit.ly/acquiredlegora Statsig: https://bit.ly/acquiredstatsig26 More Acquired! Get email updates with hints on next episode and follow-ups from recent episodes Join the Slack Subscribe to ACQ2 Merch Store ! © Copyright 2015-2026 ACQ, LLC Topics covered: Altos's 13-year+ journey with Roblox, and how they deployed over $400m into the company out of an $86m fund Altos's heritage in Jack McDonald's Investments class at Stanford GSB, and the influence of Jack, Phil Fisher and Warren & Charlie How Altos successfully "value invests" in venture capital, and reconciling cashflow potential with growth "Good fundraisers" vs. "bad fundraisers" and correlation with returns Altos's unique fund structure and how they're architected to stay with companies longer than a typical venture capital firm Ho's Twitter presence and how (and why) he went from de minimus followers to one of the top FinTwit accounts in a few months Links: Ho's amazing Twitter presence: https://twitter.com/honam Ho's "Foxes and Hedgehogs" post: https://altos.vc/blog/foxes-and-hedgehogs Ho's "How do you know?" post: https://altos.vc/blog/howdoyouknow Ho's "Venture Lotto" post: https://www.altos.vc/blog/venture-lotto Sam Walton's Made in America: https://www.amazon.com/Sam-Walton-Made-America/dp/0553562835