private capital

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

Everything said about private capital, oldest first

May 1, 2025 bearish
Prediction Not checkable as stated
O'Driscoll: Lower cost of private vs public capital is an anomaly
“It is absurd to think that one person is getting capital where you can trade it every day and the other company is getting capital where you're locked up for five years. How in God's green earth, if the companies are the same, Does the first company not have a…”
Rory O'Driscoll May 1, 2025 ▶ 29:32 What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
Nov 20, 2025 negative
Insight
O'Driscoll: Private Capital Fee Drag Is Significantly Inefficient vs Public Markets
“The private capital has two and 20 fee drag, and the public has almost, you know, 60 bips fee drag. So from a societal perspective, there's no doubt in my mind that assets being managed privately have a far higher aggregate costs between cost to the issuer and…”
Rory O'Driscoll Nov 20, 2025 ▶ 1:16:24 Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
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