The Official AWS Podcast is a podcast for developers and IT professionals looking for the latest news and trends in storage, security, infrastructure, serverless, and more. Join Simon Elisha and Hawn Nguyen-Loughren for regular updates, deep dives, launches, and interviews. Whether you’re training machine learning models, developing open source projects, or building cloud solutions, the Official AWS Podcast has something for you.
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The $20B LP View: AI Valuations, Solo GPs, and What's Really Happening in Venture
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Content provided by Connie Loizos & Alex Gove, Connie Loizos, and Alex Gove. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Connie Loizos & Alex Gove, Connie Loizos, and Alex Gove 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.
This week on StrictlyVC Download, TechCrunch Editor-in-Chief Connie Loizos and Alex Gove of StrictlyVC speak with Lara Banks, who leads venture investing at Makena Capital Management. They discuss her firm's $3 billion venture allocation across 30 manager relationships, how she evaluates everything from solo GPs to the AI rollup trend sweeping traditional service businesses, and why she thinks AI companies' "astronomical" revenue growth justifies their sky-high valuations despite massive infrastructure costs. Banks also shares what LPs really learned from 2021's boom-bust cycle and how the secondary market is creating new liquidity opportunities as companies stay private longer.
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Manage episode 499888013 series 3652527
Content provided by Connie Loizos & Alex Gove, Connie Loizos, and Alex Gove. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Connie Loizos & Alex Gove, Connie Loizos, and Alex Gove 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.
This week on StrictlyVC Download, TechCrunch Editor-in-Chief Connie Loizos and Alex Gove of StrictlyVC speak with Lara Banks, who leads venture investing at Makena Capital Management. They discuss her firm's $3 billion venture allocation across 30 manager relationships, how she evaluates everything from solo GPs to the AI rollup trend sweeping traditional service businesses, and why she thinks AI companies' "astronomical" revenue growth justifies their sky-high valuations despite massive infrastructure costs. Banks also shares what LPs really learned from 2021's boom-bust cycle and how the secondary market is creating new liquidity opportunities as companies stay private longer.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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The Official AWS Podcast is a podcast for developers and IT professionals looking for the latest news and trends in storage, security, infrastructure, serverless, and more. Join Simon Elisha and Hawn Nguyen-Loughren for regular updates, deep dives, launches, and interviews. Whether you’re training machine learning models, developing open source projects, or building cloud solutions, the Official AWS Podcast has something for you.
…
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continue reading
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continue reading
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Risky Business is a weekly information security podcast featuring news and in-depth interviews with industry luminaries. Launched in February 2007, Risky Business is a must-listen digest for information security pros. With a running time of approximately 50-60 minutes, Risky Business is pacy; a security podcast without the waffle.
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