i would bet the vast majority of the gains over the last few years in conli, the tech portfolio, probably in all o the nasdak, is probably like five names. It's funny what actal ends up driving the returns. i am a fighting a. I'm fighting with a with a knife against someone with a gun. Bright and yt, that was very idethere's you and i being like, people buy stuff on the internet still, right? Like, ok, that thesis seems good. The funny part about all of it though is, if you actually go and you look it, like, what drove the returns, and particularly the out performance of the
(00:00:00) Intro with Zach Weinberg
(00:02:22) Public Market Bloodbath
(00:07:10) Distribution of Risk
(00:12:56) Update on SoftBank and Tiger
(00:28:30) Eric Golden joins the pod to talk Luna
(00:30:04) What happened in the market this week?
(00:40:55) What is Luna?
(00:53:21) Why is this pulling down Bitcoin as well?
🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshow
About the Show
Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.
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