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Pick The Jockey, Not The Idea

Everyone talks about venture capital like it is a scoreboard. Exits, valuations, returns. The problem is that those outcomes arrive late, while the real work happens early, when the information is incomplete and the story is still forming. If you are a startup founder, a tech leader, or an early stage investor, you need a better way to judge people, markets, and technical shifts before the market agrees. In this episode of The Tech Trek, Ashok Krishnamurthi joins the show. He is Managing Partner at Great Point Ventures, with a background that spans engineering, building companies, and venture capital. That mix matters because his perspective is rooted in how systems work, not just how decks sound. We dig into founder evaluation and why picking the jockey beats picking the idea. Ideas get polished fast. Execution under pressure does not. Ashok breaks down how venture capital decisions get made in the early stage, what an investment thesis looks like when it is grounded in first principles, and how to avoid getting trapped by surface level objections. We also connect first principles thinking to healthcare data and cancer, where falling costs and digitization create new ways to find signal at scale. Then we apply the same lens to artificial intelligence. AI is not only compute. AI inference is where value gets captured, and energy efficiency and cost shape which products and companies can scale. Chapters 00:00 Legacy as a VC 00:38 What Great Point Ventures does 02:28 Engineer to founder to investor 11:16 Picking the jockey 14:21 First principles and thesis building 19:47 Satisfaction beyond returns 23:24 How to think about AI shifts 27:31 Tech cycles and evolution 29:11 AI and what comes next 30:15 How to reach Ashok #VentureCapital #Startups #Founders #ArtificialIntelligence #VC