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Logan Bartlett

Professional based in New York

Logan Bartlett is a Managing Director at Redpoint Ventures, a venture capital firm he joined in 2020. He has a significant track record in investing, focusing on early-growth technology companies. His portfolio includes notable investments in companies such as Ramp, Monte Carlo, Crossbeam, Workato, and FloQast, among others. In addition to his investment activities, he serves as a board member for Crossbeam and AcuityMD, and as a board observer for FloQast and Materialize.123

Before joining Redpoint, Bartlett was an investor at Battery Ventures and worked as an investment banking analyst at Deutsche Bank. He holds a Bachelor of Science degree from Washington and Lee University and is recognized as a Forbes 30 Under 30 recipient.246

Bartlett also hosts a podcast called "The Logan Bartlett Show," where he discusses various topics related to venture capital and technology.24 His insights into the venture capital landscape are often shared through presentations and reports, including the annual "State of the Market" report, which analyzes trends and developments in the industry.56

Highlights

Sep 10 · linkedin

Had a great chat with Kevin Ryan, Zach Weinberg, and Keith Rabois on our new podcast series This Won’t Last (because we're not sure how long we'll do it), where we banter on the hottest topics in tech and VC.

A few standout topics:

→ Should VCs be investing so heavily in AI?

My take: I’m skeptical. Some funds might be using AI investments to justify larger AUM and fees, hoping to land the next Amazon of AI to cover risk. Starting a separate "AI fund" could allow VCs to sidestep overarching scrutiny.

Keith: Disagrees and thinks an AI-specific fund is a bad idea due to adverse selection. AI is real, but it takes true expertise to make the right investments.

Kevin: Sees it as a sector bet. Firms like Sequoia are betting huge on AI. If AI becomes transformative, they’ll win by backing the hottest companies.

Zach: AI investment is good for humanity, but he’s skeptical about investor returns, given the massive capital expenditure required, which could limit financial upside.

→ The French government accusing Telegram of facilitating illegal activities:

My take: Telegram isn't fully encrypted beyond its secret chats, so Telegram likely had access to illegal activity. There’s probably a technological limit they should have solved if they wanted to operate laissez faire.

Kevin: Telegram is seen as secure messaging, but ironically, it’s not fully encrypted like Signal or WhatsApp. The Russian government could even have access to Telegram’s data, given their flip-flopping on the platform. “Either they got religion on free speech, or they have access.”

Keith: Europe may be suppressing free speech and Telegram may have real issues.

→ A possible unrealized capital gains tax? We agree it’s a terrible idea and won’t happen, but we tossed around some interesting solutions for fixing the US deficit. Worth a listen.

→ Will AI really revolutionize biotech?

Zach: Skeptical of AI hype in biotech, particularly the idea of AI independently designing drugs. AI can help reduce costs and improve processes but won't revolutionize drug discovery anytime soon due to limited training data.

My take: Biotech’s long, costly feedback loops make validation slower compared to digital industries. AI’s role in biotech will be more about improving efficiency than creating groundbreaking solutions.

Keith: In any hype cycle, people overlook revenue quality. Investors should focus on disruptive technologies rather than sustaining technologies that only help incumbents.

Kevin: AI can be a game-changer, especially in reducing costs for white-collar industries. However, there’s a risk of commoditization.

Give it a listen:

Aug 23 · linkedin

Co-founder and Managing Partner of Lux Capital Josh Wolfe is a master at understanding complex, emerging technologies. In our conversation, Josh shared how he identifies the next big thing, his contrarian views on nuclear energy, biotech, and robotics, as well as his thoughts on the state of the venture capital market today. Here are some key takeaways:

→ Obsessions Fuel Breakthroughs Josh often dives deep into a particular technology for many weeks, even years, juggling 10-12 of these obsessions at once. For example, his decade-long focus on using technology to replicate and understand smells seemed fruitless for years until the right technological breakthrough occurred. When you believe something is inevitable but aren’t sure of the timeline, continuing to pursue an idea can eventually lead to big rewards when timing and technology align.

→ How Josh Masters New Domains Josh dives deep into scientific research (not just page one) to quickly become knowledgeable in new fields, and he connects with top scientists to learn about breakthroughs before they’re public. By the time he talks to experts, he’s already well-informed, allowing him to spot trends early and make investment decisions off the beaten path. For example, when the venture world was fixated on solar, wind, and biofuels, Josh turned his attention to his well-informed thesis on nuclear energy.

→ De-Risking Investments to Maximize Returns Josh Wolfe emphasizes the importance of de-risking early investments by identifying key risks to the business and providing resources to mitigate them. Later investors will then be willing to pay a higher price because they face less uncertainty. His approach is not about being contrarian for its own sake, but about being ahead of the curve (much like moving to Brooklyn before it became mainstream). You want others to agree with you, just later.

→ Josh’s Harsh Take on the Future of VC Josh predicts that 30-50% of venture firms may not survive the next few years, particularly those that are unable to adapt to changing market dynamics. Josh believes the firms that will thrive are those that can be nimble, make smart capital allocations, and avoid the pitfalls that come from following the herd in overhyped sectors.

More insights for anyone in tech or venture capital in the full episode:

Related Questions

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Logan Bartlett
Logan Bartlett, photo 1
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Experience

Redpoint Ventures

Education

Washington and Lee University

Location

New York, New York, United States