The Ledger
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Clark: Top 1% VC exit threshold could pass $100B by September
“And then if you then think about OpenAI and Anthropic coming in you know, potentially we could be north of a hundred billion dollars by September.”
Clark: Chinese LLMs lag US by six months but are 10x cheaper
“The leading LLMs in, in China are probably six months behind where we are in the U.S. In terms of the capability of their models, but they're 10 X cheaper.”
David Clark: Top 1% VC exit threshold reached $32 billion
“Between 2020 and 2024, top one percent exit started at ten billion dollars. We updated those numbers in February this year, twenty billion dollars. We just updated them yesterday. It's now at thirty two billion dollars. So we've tenxed over the space of kind o…”
Clark: 80% of respondents in UK VC survey call AI valuations too high
“So it's funny, one of my colleagues was at a conference yesterday that was run by the UK Venture Capital Association. And they surveyed the audience saying, you know, what do you think about AI valuations today? You know, too high, about right, you know, too l…”
Clark: Traditional life science investments consistently cap out at 10x
“One of the things we've seen with traditional life science investing, when we look at our database, is that there's very much a limit on the sort of multiples that you can achieve on a single investment. The best we see consistently is around the 10 X, and it'…”