Peter Walker

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Nov 24, 2025 by Molly O'Shea · said 3 times in 2 episodes since 2025 · across every show →

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brought up most by Molly O'Shea (2), Didi Das (1)

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Everything said about Peter Walker, oldest first

Nov 24, 2025
Assertion Contradicted
O'Shea: Carta data shows concentrated venture funds outperform broad portfolios
“Turns out highly concentrated funds, typically like 20 companies per portfolio. Outperforms spray and pray, but spray and pray looks pretty good.”
Molly O'Shea Nov 24, 2025 ▶ 35:54 Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
Feb 5, 2026
Assertion Not checkable as stated
Das: Peter Walker joined Carta primarily for its data access
“I actually met Peter in person recently and he told me he literally just took the job at Carta because of the data access that he would get.”
Didi Das Feb 5, 2026 ▶ 18:28 How Anthropic’s $100M Anthology Fund Works | Menlo Ventures · Sourcery with Molly O'Shea
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