5min chapter

Smart Friends cover image

#053 Rolling Fun #4: Q4 Portfolio Recap, Crypto Long-view, Uncapped Notes, and Fund Growth

Smart Friends

CHAPTER

Is This Really a Venture Capital Fund?

Encien: NSION is this software infrastructure for streaming video between any devices and any network quality. Their market specifically is these like critical communications so security military police fire and the best way to sum it up was "video is the new radio" Encien: We're getting in an evaluation that's within our parameters but we had a big debate about how big this thing can get.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode