Behind The Scenes: Real VC Pitch (Lux Capital)
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LINK TO FULL PODCAST
https://open.spotify.com/episode/60HH...
VC
Shaquille Vayda, Partner at Lux Capital
/ shaquillevayda
https://www.luxcapital.com/
FOUNDER
Hoa Mai
Founder, Feather Robotics
/ whoishoa
TIMELINE
00:07:20 - The go-to-market insight: focus on third-party developers, not full-stack solutions.
00:12:50 - Shaq challenges the founder on value capture and defensibility of hardware.
00:19:35 - Founder lays out why they’re not worried about competition – it’s a supply bottleneck.
00:27:45 - Shaq’s breakdown: the 3 bullet points founders must convey in a pitch.
00:31:00 - Why great founders obsess over history, competition, and the entire value chain.