Ed Suh (@edsuh) / X

Ed Suh

3,911 posts

Ed Suh

@edsuh

Founder & Partner asymmetrymgmt.com

linkedin.com/in/edsuh/

Joined October 2011

Ed Suh
@edsuh
May 29, 2025
I have a VC friend and a hedge fund friend who shadowed each other at their respective firms: attended IC meetings, diligence sessions, & team meetings. The VC left awed and impressed at how well run the hedge fund was. In his words, "these guys go to a level of detail &
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Ed Suh
@edsuh
Aug 2, 2025
There is a very strong chance Canva can IPO at well over $100B market cap: - $3.3B ARR (vs $900M for Figma) - 50% YoY growth rate (vs 46% for Figma) - Profitable - Relentless product execution As a comp, you could argue Canva is performing better than Figma even at almost 4x the
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Ed Suh
@edsuh
Feb 22, 2023
Heard a story of a cocky VC that disrespected an analyst at an endowment a long time ago. That analyst is now CIO of another large institution & blacklisted that GP, who is now struggling to raise another fund. Treat everyone with respect. You never know where they'll end up
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Ed Suh
@edsuh
Nov 22, 2023
There is a popular trope that venture investing is all about being contrarian. Every VC *wants* to be contrarian, but few truly are. There are longstanding structural & rational reasons why it's so hard to be. VC is an industry with immensely long feedback cycles (7+ years). But
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Ed Suh
@edsuh
Jul 21, 2024
When I see an MBA student who wants to work at a startup in a “strategy” role, I interpret that to mean “I want to be in the room where important decisions are made, but not do any real work myself”
Art Levy
@artlevy
Jul 19, 2024
PSA for junior VCs or MBAs looking to join a startup: there are no "strategy" or "corp dev" jobs You can join to either: → Sell (Sales/BD) → Build (Product) → Manage Burn (Finance)
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Ed Suh
@edsuh
Sep 24, 2025
Replying to @davidu
The more miserable something looks the more appealing it is for Asian tiger parents
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Ed Suh
@edsuh
Jun 17, 2025
The hardest day that a VC has, is still easier than 99% of the days that a founder has
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Ed Suh
@edsuh
Jul 9, 2025
I've noticed a common trait amongst the most elite venture firms that stay elite: the most senior partners continue to play the ground game. They do their own research, source companies directly, take prodigious notes, write memos, dive into data rooms. They continue to take
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Ed Suh
@edsuh
Apr 10, 2024
Replying to @ChrisJBakke
It was literally TikTok. What could have been… they also were in the running to acquire Instagram but couldn’t outbid Facebook
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Ed Suh
@edsuh
May 10, 2024
When I was just starting out in venture, a very experienced VC gave me the this advice: "Our best investments are the ones that don't squarely fit our model. They're too high priced, or low ownership, or off thesis, or maybe the founder doesn't reference well. The fact that we
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Ed Suh
@edsuh
Jun 20, 2024
All of the VCs I know who made *real* money made the majority of their lifetime returns on 1 investment, a deal so successful it’s career defining, and for many career ending (in a good way). That’s not to say they didn’t have other successes. Most did. But that one deal, the
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Ed Suh
@edsuh
Mar 21, 2024
When I first started recruiting for venture a decade ago, one firm gave me an interview question I still think deeply about: "Pick a startup you think is interesting and draft a cold email to the founder that would compel them to take a meeting with you". According to that firm
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Ed Suh
@edsuh
Dec 31, 2023
VC is a mainstream industry now. No longer a cottage business of a handful of small collections of partners in Menlo Park, it is transforming in a parallel path that its cousins in private equity, hedge funds, investing banking, all went through. With that come growing pains:
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Ed Suh
@edsuh
Oct 11, 2025
The same 10 VCs every week: “this is the frothiest market I’ve ever seen. Every round is preempted at insane valuations. I don’t know how anyone will make money in this environment. Nobody can compete with the big firms” The reality: they’re only being exposed to the most
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