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