Chapter
Portfolio Managers Compressing the Number of Names in Their Holdings, Says Chamath Palihapitiya
43:18 - 51:28 (08:10)
Chamath Palihapitiya, CEO of Social Capital, believes that portfolio managers are focusing on companies they know with absolute certainty, and that entrepreneurs need better judgement when selecting investors to work with. He believes investing is fundamentally determined by whether decisions are marginally good or destructive for a company.
Clips
In a market with too many companies and high valuations, finding investment opportunities requires understanding whether decisions are marginally good, average, or destructive for a business, and looking for opportunities in companies that prioritize growth without excessive spending.
43:18 - 46:44 (03:26)
Summary
In a market with too many companies and high valuations, finding investment opportunities requires understanding whether decisions are marginally good, average, or destructive for a business, and looking for opportunities in companies that prioritize growth without excessive spending.
ChapterPortfolio Managers Compressing the Number of Names in Their Holdings, Says Chamath Palihapitiya
EpisodeE73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
In the current financing climate, it's important for entrepreneurs to carefully consider the qualifications of their investors, as the absence of help could lead to a valuation reset or the business failing.
46:44 - 47:45 (01:00)
Summary
In the current financing climate, it's important for entrepreneurs to carefully consider the qualifications of their investors, as the absence of help could lead to a valuation reset or the business failing. Rather than solely focusing on the highest valuation, selection for investors should be based on their ability to provide valuable support.
ChapterPortfolio Managers Compressing the Number of Names in Their Holdings, Says Chamath Palihapitiya
EpisodeE73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Chamath Palihapitiya discloses that there are only a few internet and software companies that are durably worth over $10 billion and highlights the importance of identifying them.
47:45 - 49:20 (01:35)
Summary
Chamath Palihapitiya discloses that there are only a few internet and software companies that are durably worth over $10 billion and highlights the importance of identifying them.
ChapterPortfolio Managers Compressing the Number of Names in Their Holdings, Says Chamath Palihapitiya
EpisodeE73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Marketable landscapes and hardware availability are increasing in popularity among portfolio managers who are compressing the number of names in their portfolios and investing in companies that will grow in the long term, with a focus on quality over quantity.
49:20 - 51:28 (02:07)
Summary
Marketable landscapes and hardware availability are increasing in popularity among portfolio managers who are compressing the number of names in their portfolios and investing in companies that will grow in the long term, with a focus on quality over quantity.