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2min chapter
Altimeter (with Brad Gerstner)
Acquired
Venture Growth Is Here to Stay, Right?
I don't think of myself as a pioneer. In order to generate alfa and above our average s in probably the most competitive market in the world, ok, you have to be extremely passionate, right? There are big sacrifices, in trade offs, to be great in this business. And for me, if you said, brad, you can only do public market investing, that wouldn't scratch my ith. I think that the maturation of the venture growth business model is here to stay. We saw it in ell bo. That was a highly fragmented industry. You now have a handful of global platforms prosecuting that strategy invent yourhighly fragmented industry.
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