2min chapter

All-In with Chamath, Jason, Sacks & Friedberg cover image

E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

All-In with Chamath, Jason, Sacks & Friedberg

CHAPTER

Is There a Future in AI?

Venture capital is an asset class that I still think on the margins is a more of a must have asset allocation. The thing to keep in mind is in 21 and 22 rates were still effectively too low. Those vintage years, 2023 is the first vintage year where we're actually starting to see high enough rates that have historically generated that kind of return.

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