Chapter
Private Equity and Tech Investing Strategies
16:11 - 20:51 (04:39)
The investment strategies in private equity differ significantly from tech investing. While big players are favored in private equity investment, tech investors aim to fund emerging managers and predict fund renewal dates in a systematic way to handle a surge in capital flow.
Clips
Chamath Palihapitiya discusses the change in investor behavior over time, where the focus shifted from emerging managers to bigger firms like Blackstone and KKR.
16:11 - 19:06 (02:54)
Summary
Chamath Palihapitiya discusses the change in investor behavior over time, where the focus shifted from emerging managers to bigger firms like Blackstone and KKR. He also expresses his opinion on some venture firms making large seed investments for a product that is largely sideways, citing long tail podcasting as an example.
ChapterPrivate Equity and Tech Investing Strategies
EpisodeE43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
David Sacks' ability to make things work when they're not necessarily obvious and to raise funds in a very systematic way has enabled him to return the market beta plus a little bit of alpha, consistently raising more money and outperforming the market average.
19:06 - 20:51 (01:44)
Summary
David Sacks' ability to make things work when they're not necessarily obvious and to raise funds in a very systematic way has enabled him to return the market beta plus a little bit of alpha, consistently raising more money and outperforming the market average.