Is 60 % the Right Number?

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i think the odds are actually probably, and i hink just about any lawyer you talkd to will agree, theyre well over 90 %. Elon has no case. I mean, it's unbelievable how bad his case is. And so you have to wonder why, rightli, either i'm wrong, or there's something i'm missing. It's hard to size up something where your downside is minus 50 per centso no matter how confident you are, it's like, you'r stare in that as you're downside. Those two things, i think i've set up a really interesting situation.

In the 31st episode Twitter poster Compound248 joins to discuss his own background, and why he chooses to stay anonymous on Twitter. Plus explanations on venture and endowments, thoughts on Spotify compared to TV streaming, the Twitter whistleblower and Elon deal, and his experiences starting his own private investment fund.

(0:00) Intro

(0:52) Compound248’s Background

(4:24) Why be anonymous

(9:15) Responsibilities of asset allocation

(14:53) Why endowments led the way

(18:15) Science of asset allocation

(23:11) More triaging and less manager

(25:32) Venture is building, not buying

(30:06) Hypothetical endowment

(34:51) How much of your fund is tech

(37:51) The generalist is the patsy

(42:04) Spotify

(45:07) Spotify vs TV streaming

(50:30 Rap caviar

(54:34) Cash flow margin

(1:01:04) Twitter

(1:06:18) Twitter monetization

(1:15:45) Whistleblower

(1:20:27) Wrap up

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson

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About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

Executive Producer: Rashad Assir

Producer: Leah Clapper

Mixing and editing: Justin Hrabovsky

Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

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About the Show

Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.