Distributions
topic on 2 shows · 5 statements across 5 episodes
5 statements about Distributions, every show
Calacanis: Massive AI Distributions Will Mask Underperforming VC Funds
“I do think these distributions will, I think the distributions will facilitate us somewhat ignoring maybe some bad funds.”
Lemkin: Net VC distributions are never as good as top-line math
“My life experience where you have more is that four X is always like three X. Like, whatever, like, there's always a reason when you actually see the distributions, like, whatever that math is, it's never as good as it looks, right? However good it is, it's ne…”
Lemkin: Thoma Bravo generated $30 billion in distributions last year
“Tom O'Bravo had, had thirty billion dollars in distributions last year. Thirty billion dollars. I think that exceeds most guests, right? Thirty billion in distributions, not paper markups, but distributions.”