2 Jun 2026etn. Live at Panathenea | ETN Espresso
30:493 min
Mene Capital: Backing Unpattern-Matchable Founders + Factory Tour Hot Take
Mene of San Francisco's Mene Capital explains investing in unconventional, untracked young talent, citing founders who pivoted three times in ten weeks at YC and raised an angel round because no VC could pattern-match them. The guest argues against thesis-driven early-stage investing: every great business, team and product is premised on a secret, and the best companies of each era weren't the current hot thing — the right time for OpenAI, Unreal or SpaceX was years ago. For the closing hot take, the guest predicts Silicon Valley won't lead physical AI and robotics manufacturing, announces the "Everything is Factory Tour" (five cities, five factories, five days, filmed as a doc), and the show signs off from Panathenia in Athens.