Liquidity

E8: Kleiner Perkins and Penn’s Endowment on India, loss ratios, and the rise of secondaries

Mar 22, 2024

Topics include India's startup ecosystem, Carta's 2018 startup class data, IPOs in tech industry, M&A, rise of secondaries, investments in AI-focused companies, and disruptions in the healthcare industry.

01:10:44

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Episode guests

Thomas Scriven

Mamoon Hamid

Jason Calacanis

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

India's startup ecosystem is thriving, attracting global interest and fostering tech hubs comparable to Silicon Valley.

Successful Indian startups are tailoring products for global markets, showcasing a shift in strategic focus.

Selective follow-on funding and strategic portfolio management are crucial for optimal long-term returns in venture capital investments.

Deep dives

Investing in India's Growth Potential

India's potential as an investment frontier with a burgeoning middle class and significant urbanization is discussed. Despite past infrastructural challenges, recent improvements have transformed cities like Hyderabad into tech hubs comparable to Silicon Valley.

Introduction

2min

Diverse Dynamics of the Indian Market

12min

Comparison of Sovereign Wealth Funds and Large Endowments in Venture Capital

2min

Evolving Venture Funding Landscape and Investment Philosophy

20min

Challenges and Regulatory Concerns in the Current IPO Market

6min

Evolution and Challenges in Venture Capital

22min

Exploring AI Investments and Innovative Startups

4min

Exploring Exciting Ventures in Early Stage Investments and Health Industry Disruption

2min

Todays show:

David Weisburd hosts Mamoon Hamid, Thomas Scriven, and Jason Calacanis to discuss India’s startup ecosystem (00:52)), Carta’s 2018 startup class data (21:38), IPOs in the tech industry (35:56), and much more!

Timestamps:

(0:00) David Weisburd intros Mamoon Hamid, Thomas Scriven, and Jason Calacanis

(00:52) India’s startup ecosystem

(6:31) Traction and support for Indian startups

(14:52) Sovereign wealth funds and their place in the ecosystem today

(21:38) Deep dive into Carta’s 2018 startup class data, loss ratios, and investment strategies

(35:56) The future of M&A and IPOs in the tech industry

(44:29) The rise of the secondary market

(1:01:48) Rapid-fire segment on recent investments

Mentioned on the show:

https://www.harvey.ai

https://codeium.com