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Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Exploring VC Industry Trends and Liquidity Dynamics
Exploration of LP concerns on aging paper marks, late-stage investors favoring longer private stays, increasing industry competition, and the impact of massive secondary rounds on delaying IPOs. Debate on pushing companies to go public vs. evolving market exits through sales to private equity firms and the significance of liquidity for returns amidst LP seeking liquidity shifts.
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