Hummingbird

2 statements across 1 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Nov 13, 2025 by Rory O'Driscoll · across every show →

Everything said about Hummingbird, oldest first

Nov 13, 2025 neutral
Insight
O'Driscoll: VC Funds Must Choose Between Max Multiple or High Ownership
“Fundamentally, the way they've been able to produce eight and 10 X funds has been in part by, I mean, keeping it at 40, 60, a hundred million dollar funds. I mean, obviously, you know, if you want, it's hard to simultaneously keep your ownership and keep your …”
Rory O'Driscoll Nov 13, 2025 ▶ 1:14:52 Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
Nov 13, 2025 positive
Assertion Partly supported
Stebbings: Hummingbird Held an $800M Position in the BillionToOne IPO
“Hummingbird, the fund that does not get credit, is not talked about in the same way that many other great firms are, does their first bio deal in billion to one. They have an eight hundred million dollar position on the IPO. You want frickin' great venture ret…”
Harry Stebbings Nov 13, 2025 ▶ 1:12:38 Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
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