Episode Details
| Title | Hurricane fallout, AlphaFold, Google breakup, Jayter's Ball, VC giveback, TikTok survey |
|---|---|
| Date | 10/11/2024 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $SMALLERFUNDS - Smaller venture capital funds, particularly those in the $500-600 million range, tend to perform better according to LP data. This aligns with the broader trend of VC industry rationalization.
- “The data that I think LPs look at shows that smaller venture funds tend to perform better for this reason. $500,000,000, $600,000,000 funds.” - Chamath (1:03:00)
- 🟢 $GROWTHFUNDS - 🔒
- 🟢 $CLIMATETECH - 🔒
Bearish:
- 🔻 $COASTALRE - 🔒
- 🔻 $VC - 🔒