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20VC: Why Fund Returners Are Not Enough Anymore | Why Sequoia Had the Best Strategy at the Worst Time | What it Takes to Be Good at Series A and B Today | Benchmark Leads Manus Round: Should US Funds Invest in Chinese AI
Manage episode 480026890 series 73567
In Today’s Episode We Discuss:
03:56 Why The Risk Lever Has Been Turned Higher than Ever in VC
06:04 Why IRR is the Hardest Thing to Control
09:36 Is Lack of Liquidity Short Term Temporary or Long Term Structural
12:17 Why Fund Returners Are Not Good Enough Anymore
16:03 Sequoia: The Best Strategy at the Worst Time
26:30 What it Takes to be Good at Series A and B Today
34:14 Only Three Company Types Survive AI
41:35 ServiceNow: 25% Pop, WTF Happened
45:29 Palantir and SAP Ripping: Do Incumbents Win AI
49:43 Are Benchmark Wrong to Invest in Chinese Made Manus
01:00:52 Geopolitical Risks in Investments
01:11:36 European vs. US Tech Culture
1301 episodes
20VC: Why Fund Returners Are Not Enough Anymore | Why Sequoia Had the Best Strategy at the Worst Time | What it Takes to Be Good at Series A and B Today | Benchmark Leads Manus Round: Should US Funds Invest in Chinese AI
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Manage episode 480026890 series 73567
In Today’s Episode We Discuss:
03:56 Why The Risk Lever Has Been Turned Higher than Ever in VC
06:04 Why IRR is the Hardest Thing to Control
09:36 Is Lack of Liquidity Short Term Temporary or Long Term Structural
12:17 Why Fund Returners Are Not Good Enough Anymore
16:03 Sequoia: The Best Strategy at the Worst Time
26:30 What it Takes to be Good at Series A and B Today
34:14 Only Three Company Types Survive AI
41:35 ServiceNow: 25% Pop, WTF Happened
45:29 Palantir and SAP Ripping: Do Incumbents Win AI
49:43 Are Benchmark Wrong to Invest in Chinese Made Manus
01:00:52 Geopolitical Risks in Investments
01:11:36 European vs. US Tech Culture
1301 episodes
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