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Has venture capital outgrown its returns?

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  1. Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built ↗

    Paper gains must become distributions · Seek to 3:58

  2. Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence ↗

    Fear can concentrate supposedly diversified portfolios · Seek to 1:03:18

  3. Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries ↗

    Paper gains must become distributions · Seek to 16:36

  4. Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage ↗

    Fear can concentrate supposedly diversified portfolios · Seek to 25:57