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

WTF Insight
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.”
Nikhil Kamath Mar 11, 2026 ▶ 44:20 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
ALL-IN Prediction Not checkable as stated
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.”
David Sacks Sep 22, 2023 ▶ 1:18:27 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
ALL-IN Insight
Sacks: Banning M&A exits will hurt venture returns and reduce risk capital
“So if you take M&A off the table, you are basically denying a lot of attractive exits for risk capital, and that's going to ultimately hurt the returns for risk capital and lead to less of it.”
David Sacks Apr 17, 2021 ▶ 1:12:01 E29: Coinbase goes public, direct listings vs. IPOs, unions & more with Bestie Guestie Brad Gerstner

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