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Adapting Episode 2: Sequoia’s Black Swan Memo (with Roelof Botha)
Acquired
LP's May Also End Up With Cash Flow Issues
Rulaf: LP's had already allocations to venture and private companies broadly had already gone up. Now with public markets dropping so much, you can get into a situation as an LP where you aim to have 15% of your assets in private markets total. Rulaf: It may be that donations dry up. So philanthropy shrinks in an environment like this. And so it's all to figure out where things last.
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