The Ledger
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Levy predicts the current golden age of tech innovation could last decades
“I actually think we're in the golden age area of innovation right now, and I think that golden age could be decades plus.”
Levy predicts cross-stage firms will scale companies from Series A to take-private
“In 10 years from now, it may be sooner than that, that you're going to have a handful of investment firms that are cross-stage, and you're going to show up at the Series A investor meeting, and you're going to say to the entrepreneur, I'm going to scale with y…”
General Atlantic is moving earlier stage to build relationships with winning founders
“We're moving earlier stage to get to know and build relationships with entrepreneurs so we can continue to press our winners.”
General Atlantic scales top winning investments up to $500 million checks
“Somewhere in the middle, we make a hundred investments for a vintage, somewhere between the 10 and 300, but it's still going to be only 10 to 15 or 20 that matter at the end of the day, because we're going to press those. So if we do a bunch of 25, 50, and sev…”
Levy predicts unprincipled venture capitalists will be ejected from the ecosystem
“So I think that's also the future of our business. I think a lot of the jerks get ejected from the system because you're going to call around and people are going to say that guy, Anton, you don't want to work with him.”
Levy: Venture capital is not a winner-take-all market
“It's not a winner-take-all market. There's going to be, I think, at least a handful of winners and probably many, many more than that.”
Levy predicts technology and innovation will remain strong investments for 50 years
“So I would be long tech. I'd be long innovation for the next 50 years.”