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20VC: The Memo: The State of the VC Market: Why Seed Funds Can't Invest in "Hot Startups" Anymore, Why Series A & B is Terrible, Why the IPO Market Will Explode in 2024 & Why VC DD is BS & Every VC Has More Fraud in their Portfolio with Jason Lemkin
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
The Future of LPs
I think you'll see massive churn at the two billion plus level In your large large mega funds, the LPs realized that bluntly you need to return so much. That's a zerp thing that will never happen again I do. And actually this desire to consolidate managers and move away from the really early less experienced Emerging managers under a hundred million who don't have DPI. The ones that actually win are the ones in the middle at the 250 to 750 Where they're small enough fun sizes where you can still see real upside.
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