Insights on Venture Capital Portfolio Construction and Efficiency Optimization

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Exploring the principles of portfolio construction in venture capital, focusing on diversification and the impact of power law distributions. The chapter also features an advertisement for NetSuite by Oracle, highlighting its cloud financial system's advantages for businesses.

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Todays show:

David Weisburd hosts Joshua Berkowitz, Donald Stalter and Jason Calacanis to discuss xAI closed on $6B (5:02), PitchBook's report on Emerging Managers (17:32), SVB’s venture portfolio situation (44:18), and much more!

Liquidity Timestamps:

(0:00) David Weisburd intros Joshua Berkowitz, Donald Stalter and Jason Calacanis

(5:02) xAI raises $6B in funding

(9:49) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist⁠

(13:16) Sequoia leading a $6B round for AI

(17:32) PitchBook's report on Emerging Managers

(20:38) NetSuite - By popular demand, NetSuite has extended its one-of-a-kind flexible financing program for a few more weeks! Head to https://www.netsuite.com/liquidity

(28:18) The impact of the surge of venture capital in 2021 and its implications for the ecosystem

(30:41) Attio - Head to https://attio.com/twist⁠ to get 15% off for your first year.

(34:42) The impact of a positive investor attitude on founders

(44:18) The Silicon Valley Bank (SVB) venture portfolio situation

(49:33) Lightning round of last 3 investments

Thank you to our partners:

(9:49) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist⁠

(20:38) NetSuite - By popular demand, NetSuite has extended its one-of-a-kind flexible financing program for a few more weeks! Head to https://www.netsuite.com/liquidity

(30:41) Attio - Head to https://attio.com/twist⁠ to get 15% off for your first year.

Mentioned on show:

https://www.axios.com/2024/05/03/svb-venture-capital-arm

Follow Donald:

X: https://twitter.com/donnystalter

LinkedIn: https://www.linkedin.com/in/donaldstalter

Check out:

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https://slopepay.com

Follow Joshua:

X: https://twitter.com/berkowitz_josh