On Thursday night, this editor hosted nearly 200 investors and entrepreneurs who came together in San Francisco to hear several guest speakers, including Heidi Roizen, a former entrepreneur, a longtime VC, and a Stanford alum who has taught entrepreneurship at the university for more than a decade.
Roizen thinks the boom-boom tech economy we’ve been living through in recent years has officially turned the corner. She also thinks there are still plenty of great investing opportunities. (So do the LPs of her firm, DFJ, apparently; the Sand Hill Road outfit just closed a $350 million fund.)
Indeed, among other things, we talked about how today’s newer companies might avoid the various mistakes of their predecessors. Here’s part of that chat, edited for length.
TC: In recent…