Origins: Inside Venture Capital

Release Date

All Episodes

Minisode: The Conversation Happening in Every Early-Stage Boardroom Right Now

Origins hosts Nick Chirls (GP, Asylum Ventures) and Beezer Clarkson (LP, Sapphire Partners) react to their conversation with Nicholas Csicsko, a public/private investor at Trinity. They dig into his framing of “cynical optimism” and why it might be the right posture for venture i ... Show more

. 13min 2sec

From Juilliard to $6B AUM: How a Musician Built One of Venture's Most Unconventional Endowments

What happens when a classically trained musician from Juilliard ends up managing a $6 billion endowment? Today's episode of Origins explores exactly that journey - and what it reveals about how the best institutional investors really think.Nicholas Csicsko, Managing Director of I ... Show more

. 44min 6sec

Minisode: The Brutal Math Behind VC Consolidation

Origins hosts Nick Chirls (GP, Asylum Ventures) and Beezer Clarkson (LP, LGT Capital Partners) unpack a recent conversation with David Clark, CIO of VenCap International PLC on megafunds vs small funds and a16z returns. They also discuss Beezer’s article “I See Dead VCs,” which e ... Show more

. 16min 23sec

Why Power Laws Still Drive Outperformance with VenCap’s David Clark

What does patience look like today when the best companies take 10–15 years to exit, and is it still worth it to wait that long? Today’s episode of Origins dives into one of the most pressing questions in today’s market: how to balance long-term conviction with the need for liqui ... Show more

. 53min 42sec

Minisode: Does the Data Match the Anecdotes?

Origins host Beezer Clarkson, LP at Sapphire Partners and co-founder of OpenLP, and Nick Chirls, GP at Asylum Ventures, dig into their recent conversation with Dan Gray, prolific venture writer and Research Lead at Odin. They discuss various levels of risk tolerance across the ec ... Show more

. 12min 41sec