LP Capital
topic on 2 shows · 4 statements across 4 episodes
4 statements about LP Capital, every show
Levie: Savvy startups can exploit temporary VC subsidies for AI compute
“Cause like, if you were really savvy, there's probably some parts of the market where you keep like, oh, I could somehow use this LP capital to do work for me as my startup. And there's like a window where you can find those exploits.”
Stebbings: 25% of US venture capital has migrated away from China
“What also no one's talking about is the migration of LP capital that was going to China, which was I'm forgetting the stat, but it's about 20, 25% of US venture dollars used to go to venture in China. Well, that's migrated. Yeah, that's over, and that's over. …”
Lemkin: VC fundraising has returned to taking two years
“It has swung back to being hard as it historically was, right? It traditionally took two years to raise a fund, not, not an email.”