Show Notes

(00:02:19) - (First question) - Ho’s early life and formation leading up to Altos Ventures

(00:09:00) - How seeing his parents at work shaped his career and investing perspectives

(00:12:53) - Developing a habit of hard work before finding the thing you love

(00:17:53) - The inter-title organisms and what drew him to Harvey Mudd

(00:22:56) - Working on a summer project with Henry Singleton; The Outsiders

(00:24:06) - Early career experiences that shaped the kind of investor he is today

(00:37:10) - Why getting into Stanford was yet another “sliding door” moment

(00:40:54) - The decision he took that lead to founding Altos and becoming an entrepreneur

(00:45:42) - Whether or not their initial mission aligned with what Altos eventually became

(00:55:54) - How critical points of differentiation came together and where the courage came to double down on them

(01:01:40) - An overview of the hedgehog concept

(01:07:29) - How to adhere to the hedgehog concept in light of so much noise today writ large

(01:11:40) - What makes an Altos investment and where it starts

(01:25:32) - How he works with entrepreneurs and helps them along the way

(01:34:24) - The importance of conviction rather than convention

(01:40:12) - Reflections on what he hopes to get out of the rest of his life