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E39: Navigating the AI Supercycle with Will Summerlin of Autopilot
"Turpentine VC" | Venture Capital and Investing
Finding Pockets of Opportunity in Private Markets
The key challenge lies in identifying uncrowded pockets of opportunity in the private markets where a company can establish a monopoly and grow into a durable multi-billion dollar public entity. This involves steering clear of blindly following trends to avoid incinerating capital. Many venture firms have not effectively managed capital in recent years, leading to cautiousness among Limited Partners (LPs) due to the losses incurred. LPs are now more prudent in their investments, recognizing the significant variance in the performance of venture capital firms. Successful funds can at least return one X, but similar to startups, funds also follow a power law, with a few standout performers driving most of the returns.
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