Results for "portfolio construction"
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4 results
Episodes
Intelligent Report20VC: 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
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Oct 5, 2026
Menlo Ventures' Venky Ganesan on paying up for outliers, why ownership still matters, how to think about selling, portfolio concentration, LP dynamics, and playing the game when AI is rewriting venture's rules.
anthropicinvesting- StandardSummaries only
20VC: How LPs Allocate to Venture in 2026: What They Want, What They Do Not Want | Why Fund Multiple Does Not Matter Without a Timeline | Why Velocity of Cashback is the Most Important Thing with David Morehead, CIO @ Baylor
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 14, 2026
David Morehead is one of the most respected CIOs in the endowment fund world as Chief Investment Officer at Baylor University, overseeing its $2.6BN endowment. Before joining Baylor in 2011, he was a senior portfolio man…
investing 
Intelligent Report11AM Hour: President Trump Meets with the President of Lebanon, Novartis CEO on Earnings & Alphabet's AI Lineup 7/21/26
Squawk on the Street· Jul 21, 2026
Markets shrug off rising oil as chip stocks rebound, Trump hits Canada with 50% tariffs, Novartis returns to growth, and Citi's strategist declares the Mag 7 era officially over.
google-aiinvesting
Intelligent ReportBill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
All-In with Chamath, Jason, Sacks & Friedberg· Bill Maris· Jun 9, 2026
Google Ventures founder Bill Maris returns with a new fund, sharing four hard-won lessons on why small funds beat large ones, the math behind venture returns, and where AI is truly headed.
openaimachine-learningagents