David Clark
9 statements across 1 episodes · 3 bullish · 2 bearish · 1 people on the record · first statement Mar 25, 2024 by David Clark · said 3 times in 2 episodes since 2025 · across every show →
On the record as a speaker too: David Clark's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Harry Stebbings (3)
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2025 3 mentions in 2 episodes 2 per episode
Everything said about David Clark, oldest first
Mar 25, 2024 neutral
Mar 25, 2024 neutral
Mar 25, 2024 negative
Mar 25, 2024 positive
Clark: The Sequoia Fund structure was right despite bad market timing
“And I think it's interesting that the criticism that Sakaya had for the Sakaya Fund It's absolutely the right idea. It just happened that they implemented it at a time in the market where you saw a significant correction once it was put in place.”
Mar 25, 2024 bearish
David Clark: Late-Stage VC Returns Will Decline as Valuations Become Efficient
“If you're talking about, you know, the people that are raising multiple billions of dollars to do you know, to do the crossover deals, the late stage private rounds, Then I think that is more of a capital allocation exercise than it is a kind of craft business…”
Mar 25, 2024
David Clark: Early-Stage VC Funds Must Offer 1x Fund Return Potential
“We still feel comfortable that they're, whatever the fund size they're investing out of, that there's a, an opportunity for them to return the fund from within it, with a single investment. It, it's slightly, certainly for early stage funds. I think for later …”
Mar 25, 2024 neutral
Clark: LPs will wait 18-24 months for liquidity after IPOs resume
“So even if we start to see IPOs in the second half of this year, it's going to be six months before those shares become freely tradable and again, it will probably be another 12 to 18 months before those positions ultimately get fully distributed.”
Mar 25, 2024 positive
Mar 25, 2024 positive
VenCap accepts higher VC fees if net performance stays top-quartile
“For us, it's about net performance. So, you know, what does that performance look like after the fees and carry have been taken off? And if it's consistently top quartile and it's consistently strong then we're relaxed about that.”