Frank O'Sullivan
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 17, 2026 by Frank O'Sullivan · across every show →
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Jun 17, 2026 negative
O'Sullivan: Mega-fund co-investing concentrates capital into narrow innovation categories
“Many of these larger funds end up doing quite a bit of co-investment amongst themselves. So that co-investment dynamic drives further concentration of the aggregate capital into a relatively narrow category of innovation at the early stage.”