early stage investments

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 28, 2025 by Martin Casado · across every show →

Everything said about early stage investments, oldest first

Jul 28, 2025
Insight
Casado: Early-stage deals must return 20% to 50% of fund on median outcomes
“For early stage investments. You know, you kind of need to understand what the median outcome is, and you have to be able to size the median outcome in a way that at least returns, say, a fifth of the fund or half of the fund.”
Martin Casado Jul 28, 2025 ▶ 54:19 a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings
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