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Show Notes

[00:02:23] - [First question] - Her surprising and unique background

[00:04:31] - To what she attributes her drive and ambition

[00:05:25] - Her big move from Poland to the US at 16 years old

[00:07:42] - Challenges in adapting to American culture

[00:08:57] - Her analysis of the world as a game

[00:10:44] - How she approaches both failure and risk

[00:14:10] - Her time with a group of all-female card-counting blackjack hustlers

[00:16:14] - Her most memorable blackjack game

[00:17:29] - Getting a start in consumer investing at Bain Capital

[00:20:24] - Criteria she looks for in consumer investment targets

[00:23:27] - Analyzing the stickiness of identity-driven consumer brands

[00:25:58] - Using customer demographics to pinpoint long-lasting brands

[00:28:18] - Why she goes after cheap partnership arbitrage

[00:29:44] - The push-pull between exclusivity and mainstream success of a brand

[00:31:38] - Her transition from Bain Capital to striking out on her own

[00:34:13] - Why she chose to pursue early-stage VC investing

[00:36:57] - What drew her to Web3-integrated consumer products

[00:40:02] - Her focus on mainstream adoption of crypto and blockchain tech

[00:43:00] - How both traditional brands and crypto natives are impacting the space

[00:46:34] - The gestation period of a crypto-native brand compared to traditional big brands

[00:48:46] - Venture pitch deck characteristics she’s seeing in 2022 and 2023

[00:52:22] - The eccentric non-crypto-native people that back her fund

[00:54:14] - How she managed to close her fund right before the FTX collapse

[00:57:35] - Her philosophies for handling both early adopters and mainstream consumers

[01:00:28] - Her current hot takes on the venture market

[01:01:42] - How LPs are handling committing their capital in 2023

[01:03:57] - What she looks for when evaluating founders

[01:06:06] - Why a founder might want to avoid picking her as an investor

[01:06:46] - What she’s most excited to see built over the next six months and six years