The Venture Capital Math Problem Revisited (aka How Could You Be So Wrong?) - #OpenLP

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The Venture Capital Math Problem Revisited (aka How Could You Be So Wrong?)

Feb 28, 2020

I argued that the venture capital business could not sustain more than $20bn a year of new capital coming into it and continue to produce good returns to the investors in VC funds. The venture capit...

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#OpenLP @Open_LP·

7:40 PM - Mar 31, 2023

🗣️ @dunkhippo33 sharing truths 👇👇

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#OpenLP @Open_LP·

10:12 PM - Mar 27, 2023

Insightful mental model by @QEDInvestors' @fintechjunkie about the structural wrinkles in the current #VC funding ... progression.

His thoughts on non-consensus investments, truth tellers & “first-chapter specialists" marketing to readers who specialize in the middle chapters:

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#OpenLP @Open_LP·

2:45 PM - Mar 24, 2023

🤩 @BasisSet Founder @xuezhao joins the Origins Pod w co-hosts @Beezer232 (@SapphirePrtnrs) & @nchirls ... (@notationcapital) to talk:

▶️ Investment strategy on #AI, beyond LLMs
▶️ Unique perspective on #venture
▶️ Background as Corporate Dev Strategy lead at @Dropbox…

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#OpenLP @Open_LP·

4:54 PM - Mar 22, 2023

Anecdotally, SVB & other regional banks met many needs of a #VC fund & in particular for emerging managers with ... a smaller fund size. @BusinessInsider's @meliarobin discusses the banking challenges now faced👇

Commentary: @jefielding @dunkhippo33 @pilarj2020 @TurnerNovak…

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