Venture Capital Shifts
Chamath discusses the diminishing appeal of venture capital as interest rates rise, highlighting the challenge of illiquidity versus more attractive alternatives like structured credit. Jason shares insights from his numerous LP meetings, noting a clear shift towards early-stage investments and the necessity for a distinct competitive edge in securing funding. The landscape is changing, and only the most innovative strategies will thrive.In this clip
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E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
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