20VC: Will LPs Pull Out of Existing Managers, How Will Fund Sizes Change Moving Forward, Is Now The Time to be Aggressive on Secondaries, What is the Discount on Secondaries Today, Who Will Win and Lose in the Next Five Years with Hunter Somerville, Partn

20VC: Will LPs Pull Out of Existing Managers,...

Harry StebbingsHarry Stebbings

Up next

20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum

Andrew Dudum is the Founder and CEO of Hims, the company reshaping consumers relationship to healthcare. It has been a rocky ride over the last 6 months, the company is down 66%, their market cap today is $4.3BN on $2.3BN of revenue. They just bought their largest international c ...  Show more

 . 59min 18sec
20VC: Anthropic's $6BN Revenue Month | OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN | Manus Founders Trapped in China & The Billionaire Tax: Anyone Left in California?

AGENDA: 00:00 — Anthropic's Monster Month: 6 Billion in February Revenue 04:30 — The "Claude Mythos" Leak: 10 Trillion Parameters 11:50 — OpenAI Kills "Sora": A Massive Strategic Own Goal? 14:30 — OpenAI Hits $100M in Ads: Why OpenAI Must Make Ads Work 20:50 — Masa Son's $40BN Br ...  Show more

 . 1h 9min

Recommended Episodes

Fall 2021: Investing Preview
Motley Fool Money

The S&P 500, Nasdaq, and Dow Jones Industrial Average have each risen more than 15% so far this year. How should investors feel about the rest of 2021? Which stocks should be on a short leash? What capital allocation strategies should Berkshire-Hathaway and Chipotle be considerin ...  Show more

 . 39min 10sec
Double Trouble: How the Dot-Com and Tech Bubbles Compare
Investing Insights

In today’s episode, Jack Shannon, equities strategies senior analyst for Morningstar Research Services, talks about why active fund managers seemed to repeat the same mistakes.

<ul><li>Why did you decide to analyze these two investing periods?</li><li>Examples of the market ...  Show more

 . 16min 24sec
Retail Investing, Pt. 2: ESG and Fixed Income
Thoughts on the Market

As investors look to diversify their portfolios, there are two big stories to keep an eye on: the historic rise in bond yields and the increased adoption of ESG strategies. Chief Cross-Asset Strategist Andrew Sheets and Chief Investment Officer for Wealth Management Lisa ...

  Show more

 . 9min 1sec
Big Macro, Earnings Season Previews
Motley Fool Money

What does the disappointing September jobs report mean for investors? Which two stocks need a win this earnings season? What trends should investors be watching? Why are Roku and Zoom Video suddenly looking more attractive? And which CEOs are under more scrutiny? Jason Moser and ...  Show more

 . 39min 10sec