New
@ThePeelPod live from Allocate's Beyond Summit
I asked 15 investors to give me their spiciest take.
Thanks to
@numeral,
@FlexSuperApp, and
@Amplitude_HQ for sponsoring this episode!
Timestamps
1:22 Seed investing is dead (
@thistrippjones)
5:56 Seed is not dead (
@BRosenblatt4)
13:19 Most consensus era of VC ever (
@naywilliams)
18:02 Taking the Power Law Pill (
@pratyushbuddiga)
29:15 The 2nd-time founder premium is dead (
@mattybcohen)
32:46 AI will crush intelligence labor
42:25 New deep tech investors will lose their shirts (
@sunilnagaraj)
46:39 ChatGPT for robotics is still 15 years away (
@josungjoon)
52:07 The app layer ARR reckoning
58:30 The AI bubble will pop in Q2/Q3 (
@amiasmg)
1:08:22 Most individuals invest in VC wrong (
@jonoberheide)
1:15:25 Allocators have become too allocator-y (
@federdan)
1:20:55 LP’s should value information, not just returns
1:24:09 Upcoming litigation of Russian doll SPVs (
@ashercdkey)
1:30:13 Why retail needs private market access (
@SPintoPeyronel)