#61 - GEOFF LEWIS

Published: May 6, 2021, noon

Geoff is the Founder & Managing Partner of Bedrock Capital, a technology investment firm currently managing approximately one billion dollars. He\u2019s served on the Board of Directors for companies including Lyft, Nubank, and RigUp. He led the Series C round for Wish in 2014. Bedrock is credited with coining the phrase \u2018narrative violations\u2019 to describe the most compelling technology investment opportunities. Prior to founding Bedrock, Geoff served as a Partner at Founders Fund for several years. He began his career as a technology entrepreneur in 2009.

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[0:59] - Geoff's winding path to professional investing

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[7:49] - Early entrepreneurial experiences and Geoff's love for drawing

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[11:09] - High vs. low intensity periods in life

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[14:09] - How Geoff arrived at Clarium Capital

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[20:31] - Geoff's rock bottom turning point

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[23:56] - The "narrative violation" investing strategy

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[27:51] - The false narrative of dystopian technology

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[32:12] - Additional systems for identifying investments and Geoff's opinion on Bitcoin

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