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E83: Market slide continues, and how to address Uvalde
All-In with Chamath, Jason, Sacks & Friedberg
Growth Orienta Funds
I think that most growth orienta funds are looking at their portfolios and they're trying to balance two strategies. Strategy one is get into massive rehabilitation mode. Most of these people have never built or run a company, so they have no idea how to rehabilitate anything. The other alternative is to basically raise enough money to do, for example, unpriced verts into those same companies. You can maybe mark it down ten or 15 %, but i don't have to mark it down 50 or 60%.
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