This week on the Learning Corner we discuss the importance of transparency in LP-GP relationships especially in a time where the growing need for liquidity is top of mind for LPs. We also delve into a rising interest in AI-first roll-ups, the evolution of tech-enabled service providers, and the management of legacy assets. The episode wraps up with insights into risks and strategies in AI seed investing especially as a B2B AI application.
Buying Time - Unrealized Returns - Get Used to Waiting! by Anthony Kwesi Hagan
The AI-First Roll-Up by Euclid Insights
Thinking through the future for LLM companies...and what this means for B2B AI startups by Sarah Tavel
(2:05) Buying Time - Unrealized Returns - Get Used to Waiting! - Anthony Kwesi Hagan
(3:24) The need for liquidity in venture markets
(6:29) Institutional pressures for liquidity
(9:02) Secondary markets and liquidity opportunities
(9:53) The AI-First Roll-Up - Euclid Insights
(11:04) Tech-enabled service providers and legacy assets
(15:07) Thinking through the future for LLM companies...- Sarah Tavel
(17:08) OpenAI's innovations and their implications
(18:50) Risks and strategies in AI seed investing
