venture

3 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Aug 6, 2025 by Henry Ward · across every show →

Everything said about venture, oldest first

Aug 6, 2025

Insight

Ward: VC is highly volatile due to LIFO allocator behavior

“Venture is very volatile as an asset class because it's the tail end of the whip. It's the last asset class allocators allocate to. So they start with bonds, then they go to public equities, then they'll go to real estate, you know, then they'll go to credit, …”

Henry Ward Aug 6, 2025 ▶ 15:12 Carta CEO Henry Ward on Raising $1B, Path to ~$500M ARR, & the Move into PE · Sourcery with Molly O'Shea

Aug 6, 2025 bullish

Prediction Not checkable as stated

Ward: Carta will be synonymous with PE infrastructure in 3 to 5 years

“My expectation, my hope is in three to five years, how Carta is sort of synonymous with infrastructure for venture in three to five years, it'll be synonymous with infrastructure for PE.”

Henry Ward Aug 6, 2025 ▶ 16:30 Carta CEO Henry Ward on Raising $1B, Path to ~$500M ARR, & the Move into PE · Sourcery with Molly O'Shea

Mar 27, 2026 neutral

Assertion Supported

Del Buono: Venture Capital Has Highest Return Dispersion of Any Asset Class

“Venture is the biggest dispersion of all the asset classes, like compared to private equity, credit, or hedge funds or whatever.”

Michel Del Buono Mar 27, 2026 ▶ 46:46 Inside Marc Andreessen & Ben Horowitz’s Multi-Family Office · Sourcery with Molly O'Shea

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venture

Everything said about venture, oldest first

Turn any episode into a week of clips.