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E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
All-In with Chamath, Jason, Sacks & Friedberg
Venture Funds - What's the Difference Between Halves and Half Knots?
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There's a quarter, there's a quarter trillion dollars of cash sitting in venture coffers that they can call and write in cheques into. The half knots are the ones that don't have proof points to a viable outcome in their business. So what do you guys think? Ill hao, there's two caviots. In the contrast of everyone's hankhe thre's no capital availas, no capital available. That's not true. There's more capital than has ever been available. But how does it get allocated? It will be disciplined. And they're ging to do write thet that money will go to the winners.
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