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The Rise of Secondaries in Venture with Hunter Walk

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Manage episode 478893421 series 3660759
Content provided by Eric Tarczynski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Tarczynski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Over the last decade, startup exit timelines have stretched, cap tables have grown more complex, and LPs have become more focused on liquidity. That’s why Homebrew co-founder Hunter Walk says it’s time for early-stage VCs to embrace secondaries—not as a last resort, but as part of the playbook.

In this episode, Hunter breaks down why the traditional “buy and hold” mindset is breaking down, how the dynamic between small funds and mega-AUM firms is reshaping investor behavior, and what responsible secondaries can look like for both founders and early backers.

We also covered Windsurf’s new pricing war with Cursor, Datadog’s latest acquisition, Perplexity’s iPhone assistant rollout, and Tesla’s robotaxi pilot in Austin.

  continue reading

19 episodes

Artwork
iconShare
 
Manage episode 478893421 series 3660759
Content provided by Eric Tarczynski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Tarczynski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Over the last decade, startup exit timelines have stretched, cap tables have grown more complex, and LPs have become more focused on liquidity. That’s why Homebrew co-founder Hunter Walk says it’s time for early-stage VCs to embrace secondaries—not as a last resort, but as part of the playbook.

In this episode, Hunter breaks down why the traditional “buy and hold” mindset is breaking down, how the dynamic between small funds and mega-AUM firms is reshaping investor behavior, and what responsible secondaries can look like for both founders and early backers.

We also covered Windsurf’s new pricing war with Cursor, Datadog’s latest acquisition, Perplexity’s iPhone assistant rollout, and Tesla’s robotaxi pilot in Austin.

  continue reading

19 episodes

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