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packy 🎩
@packy
Wrote a little love letter to venture capital. https://www.notboring.co/p/venture-capital-and-free-lunch
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Omar
@dromar.eth
Great read as always Packy. Love how you broke it down. Will be honest, not a fan of VCs. Feel like it’s become too MBA-ed if it makes sense. But totally get behind your points about why we need VCs for 0-1. Question, do you see the combination of crypto (liquidity) and AI (lower intertia) changing how VC structures?
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Alec Beckman 🎩
@alecbeckman
This is well written. The biggest problem I often see in VC is when I’m pitching ppl straight out of college that have never once worked at a startup or had real life experience. The other issue I have with VC is the “good enough for you, good enough for me” DD culture
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kharlo
@kharlo
Just skimmed in my mail inbox and saved it for tonight But my favorite take was already in the first section: 'Private equity is an asset class' haha
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Dan Kenney 💜
@dankenney.eth
So good! Loved Mallaby’s history of the industry The Power Law: Venture Capital and the Making of the New Future
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Milan Hornak
@web3milan
Thank you for mentioning Juicero 😅 It always make my day.
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Diego
@d1ego
Nice one Packy! I had a similar take between DPI and AUM/fee trade off here: https://warpcast.com/d1ego/0x946cabf3.
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Chad🎩
@chad
thanks, the craziest is most certainly abstracted away to a mere irr, dpi, moic a piece to the puzzle but, the pensioners do care—especially pool growth negative plans with immature private allocations (monthly paid in> monthly dist) transaction volumes need to pick back up!
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Matei
@no
Can you write one to founders next? I'll be your first interview.
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