$2.4 млрд за 40 человек. Google убрал Windsurf. Разбор с Резинкиным

Andrey Rezinkin is an angel investor. We talked about how decisions are actually made in venture capital: who gets funded, who gets rejected, and why. In the conversation: — What funds look for in a founder (and what they ignore) — Mistakes that kill a startup even before a round — How to raise your first money — What is smart money and why is it needed — Why some projects raise millions, while others quietly shut down Where to find Andrey: https://t.me/startup_venture/218 Community: https://vmste.org Telegram channel: https://t.me/productminds Personal Telegram: https://t.me/wegorelax Website: https://malkevich.com We delved into AI startups, the US and Indian markets, cap tables, and real-world cases. 00:00 - Who is an angel investor and how does venture capital work? 04:01 - Who is an investor and how is venture different from regular business? 07:32 - Why investors are looking at India, Brazil, and the US? 12:01 - Angels, funds, and syndicates: how the investment market works 18:30 - How investment rounds work and how much equity do founders give? 25:28 - How a $15 million fund works and why follow-on investments are necessary 29:54 - How startups should look for funds and build a fundraising strategy 32:52 - Cap Table: founders' main mistakes when distributing equity 38:32 - Analysis of the Windsurf, OpenAI, and Google deal 48:47 - Which markets and niches should founders pursue in 2026? 55:01 - How investors evaluate founders and teams 01:01:01 - Investor FOMO and why even top funds make mistakes 01:07:20 - Why large funds invest differently than small ones 01:12:52 - Where to find Andrey Rezinkin and his materials for founders