Chapter
The Challenge of Deploying Large Funds in a Short Timeframe
16:16 - 21:54 (05:37)
The challenge of deploying large funds in a short time frame is discussed in this episode. With a five-year investment life, a $100 billion fund would require $2 billion to be deployed every month, leading to larger check sizes and fewer investment opportunities.
Clips
SoftBank's strategy of anointing a winner and writing them a huge check had flaws, whereas Tiger Global never tried to be a kingmaker and improved the model by not investing multi-hundred million dollar checks into very early stage startups.
16:16 - 18:16 (02:00)
SoftBank, Tiger Global
Summary
SoftBank's strategy of anointing a winner and writing them a huge check had flaws, whereas Tiger Global never tried to be a kingmaker and improved the model by not investing multi-hundred million dollar checks into very early stage startups.
ChapterThe Challenge of Deploying Large Funds in a Short Timeframe
EpisodeE91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Deploying a large fund in a short period of time poses its challenges, not only does it need to manage an enormous amount of money, but it also needs to find suitable investments at an expedited pace, and the potential of larger check sizes.
18:16 - 21:54 (03:37)
Investment
Summary
Deploying a large fund in a short period of time poses its challenges, not only does it need to manage an enormous amount of money, but it also needs to find suitable investments at an expedited pace, and the potential of larger check sizes.