One of the recent “shower thoughts” I had was around how macro trends in venture capital, coupled with the avalanche of new AI research announcements, will profoundly change the broader venture and startup ecosystem. What I kept on coming back to was Howard Marks’
Thanks for this. I especially liked the higher frequency and calm funds insight.
As an emerging solo GP I also believe in the calm funds hypothesis.
The higher frequency perspective is actually captured in the explanation of our fund’s operating model. I’ve also started considering whether certain areas of investment have shorter return cycles which would amplify the compounding nature of VC funds over time. I made an investment in a company that has a partial footing in crypto tokens which - if the product/platform being built is successful - has more available liquidity.
Thanks for this. I especially liked the higher frequency and calm funds insight.
As an emerging solo GP I also believe in the calm funds hypothesis.
The higher frequency perspective is actually captured in the explanation of our fund’s operating model. I’ve also started considering whether certain areas of investment have shorter return cycles which would amplify the compounding nature of VC funds over time. I made an investment in a company that has a partial footing in crypto tokens which - if the product/platform being built is successful - has more available liquidity.