This Week in Startups Portfolio construction, Sequoia's transition & Fast with Acquired.FM + The Dropout: This Week in Streaming with Lon Harris | E1429
Apr 8, 2022
Ben Gilbert, Managing Director at Pioneer Square Labs, and David Rosenthal, Co-founder of Kindergarten Ventures, delve into effective portfolio construction and the recent transition at Sequoia Capital. They discuss the downfall of Fast.co and what it means for the venture capital landscape. Lon Harris, a streaming media expert, analyzes the gripping finale of 'The Dropout,' sharing insights into its narrative and the broader implications for future seasons. This rich conversation blends venture capital strategies with engaging media analysis.
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Venture Capital Allocation
- Diversify investments beyond venture capital.
- Allocate 80-90% to venture and 10-20% to other assets.
Venture Capital Over-Indexing
- Over-indexing in venture capital can be comfortable due to domain expertise.
- However, consider personal psychology during market downturns.
Early Stage Tech Investment
- Early-stage tech investment is suitable for younger investors with longer time horizons.
- Venture capital provides reasonable diversification and potential for strong returns.
