This week on StrictlyVC Download, TechCrunch EIC Connie Loizos is joined by Drive Capital co-founder Chris Olsen. Chris explains how Drive's contrarian approach to fund size, ownership stakes, and geographic focus is generating returns where others firms are right now struggling. Plus: why Silicon Valley billionaires are choosing Columbus, and what the "venture reckoning" means for the industry.
Chapters:
00:00 - Introduction
01:28 - The $500M Distribution Week Strategy
03:08 - Why Venture Math is Broken for Mega Funds
05:00 - Thoughtful Automation Exit and Portfolio Returns
10:00 - Fund Strategy and Family Office Trends
12:00 - Secondary Sales and Series B Liquidity
15:00 - Post-Mark Kwame Evolution and Geographic Expansion
17:30 - Building Infrastructure Across Six Cities
18:30 - Beyond Pure Tech: AI in Traditional Industries
20:00 - Syndicate Strategy and Solo VC Approach
22:46 - 30% Ownership Stakes and Pricing Philosophy
25:00 - Silicon Valley Exodus to Columbus
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