20VC: Aleph's Michael Eisenberg on Why Generalists Over Specialists, Why Boutique Smaller Firms Over Multi-Stage Firms, Portfolio Construction Theory, Capital Concentration Limits and How To Think Through Reserve Allocations with Market Cycles in Mind?

20VC: Aleph's Michael Eisenberg on Why Genera...

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20VC: Cognition vs Factory: Vinod Khosla Creates a Storm | OpenAI Nears $70B Run Rate: Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B & Salesforce Buys Listen Labs for $2B

Joinin the trio today we have Dev Ittycheria, CEO @ MongoDB. AGENDA: 04:00 OpenAI Nears $70B Run Rate—Anthropic's Lead Under Threat 12:00 Factory vs Cognition: Silicon Valley's Talent War Turns Ugly 23:00 Vinod Khosla Blasts His Own Portfolio Company 25:00 Reflection Launches Bea ...  Afficher plus

20VC: Is Seed Investing Dead Without a $1BN Fund? | Does Ownership and Price Matter When Companies Can Be $1TRN Exits | Are AI Revenue Numbers Real and What to Watch Out For with Venky Ganesan, Menlo Ventures

Venky Ganesan is a Partner at Menlo Ventures, whose portfolio includes Anthropic, Lovable, Legora and Higgsfield, alongside earlier hits Uber and Roku. Venky's own investment track record includes Palo Alto Networks, Upwork, Poshmark and Rover. He is a three-time Forbes Midas Lis ...  Afficher plus

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#191 with Mike Maples - 4 Big Trends and $0 to $1 Billion Startup Idea Frameworks
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