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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

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Manage episode 480026890 series 73567
Content provided by The Twenty Minute VC and Harry Stebbings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Twenty Minute VC and Harry Stebbings 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.

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

  continue reading

1301 episodes

Artwork
iconShare
 
Manage episode 480026890 series 73567
Content provided by The Twenty Minute VC and Harry Stebbings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Twenty Minute VC and Harry Stebbings 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.

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

  continue reading

1301 episodes

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