Risk Capital
topic on 2 shows · 3 statements across 3 episodes
WTF is with Nikhil Kamath
All-In
3 statements about Risk Capital, every show
Kamath: The most capitalized players will build the best AI models
“People with most risk capital will have the best models by virtue of how much money they pump into those models.”
Sacks: Prolonged high rates will constrain risk capital and depress valuations
“So as a result of that, interest rates are going to stay higher longer, which means that risk capital will be less available. So valuations are going to go down, or at least they're not going to be racing back up like they used to.”