AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
All-In with Chamath, Jason, Sacks & Friedberg
How Many Sass Companies Are Worth Ten Billion Dollars?
In two thousand the more extreme measure happened, which is that most of these venture investors returned the money and just cancelled and tore up the l pa. Now, why won't they do that? Why won't you tear up commitments for a quarter trillion dollars? It's because your portfolio is trash. And i think that what history shows is that when you have these drawdowns, the money is made by new entrance or fresh capital,. Which have the legacy of a bad portfolio. The returns are not captured by the same people.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode