Marginal Dollar

topic on 1 show · 1 statements across 1 episodes

20VC

1 statements about Marginal Dollar, every show

20VC Insight
O'Driscoll: Small High-MOIC Funds Are Best Allocation for Marginal LP Dollars
“Now, the interesting thing is both of our different outcomes have great outcomes for the GP, and this is where if you only have one dollar to play with, and this is the most important LP fact, if you only have one dollar to play with, then obviously you want t…”
Rory O'Driscoll Nov 13, 2025 ▶ 1:15:25 Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings

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