Origins - Inside Venture Capital, Hosted by a GP and an LP Minisode: Can LPs Diversify in an AI-Obsessed World?
6 snips
Oct 28, 2025 Explore the insights from Sarah Tavel's strategic retreat to focus on AI and what this means for investors. The hosts dive into the balancing act of valuing AI-driven startups and discuss the potential risks of inflated valuations. Can LPs diversify in a world obsessed with AI? They tackle this pressing question and consider innovative strategies to mitigate concentration risks. The importance of carving out deep thinking time for better decision-making is also highlighted, proving crucial in today’s fast-paced venture landscape.
AI Snips
Chapters
Transcript
Episode notes
Value Of Unstructured Thinking Time
- Beezer recalls meeting a long-short public investor who reserved four days a week for deep thinking and few meetings.
- That unstructured thinking time shaped Beezer's view on decision-making and long-term holding.
Deep Thought Beats Calendar Busy-ness
- Nick and Beezer observe top investors create space to read and think rather than equate busyness with productivity.
- They argue deep thinking fuels better long-term investment decisions in early-stage VC.
Manage AI As Both Opportunity And Correlated Risk
- As an LP, think about AI both as an embedding technology and as a source of correlated risk across portfolios.
- Study history and choose managers who can pick winners and manage portfolio construction to navigate valuation lifts.