Disclosure certainty 4/5 debate potential 2/5

Singerman backs emerging managers only if they could beat him

Brian Singerman · Brian Singerman: "If SpaceX Didn't Work, Founders Fund Wouldn't Exist" · Sourcery with Molly O'Shea · Jun 11, 2026 · at 33:56

Former Founders Fund partner Brian Singerman explains how he evaluates emerging venture fund managers at his new fund GPx.

0:00 / 0:21exact quote · 21.7s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“What I'm actually looking for is, hey, is there some chance this person could have beaten me in my prime? Right, as a game, like playing their game. Their game is not going to be the same as mine. You're not going to beat me at my game, but playing their game, could they beat me in my prime? If the answer is maybe, right, then I want to spend more time with them, and I want to work with them”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Brian Singerman

Prediction Open · timeframe Jun 2031
Singerman predicts proposed wealth taxes will go national across the US
“Oh, that's definitely going national.”
Brian Singerman Jun 11, 2026 ▶ 16:04 Brian Singerman: "If SpaceX Didn't Work, Founders Fund Wouldn't Exist" · Sourcery with Molly O'Shea
Opinion
Singerman says no single Anduril founder could have built the company alone
“The Andurl founding team are all so complimentary to each other and different, but respect each other so much and are good in different ways that Not any one of them, not any one of the four of them could have, like, pulled this off, but I do think that the co…”
Brian Singerman Jun 11, 2026 ▶ 39:42 Brian Singerman: "If SpaceX Didn't Work, Founders Fund Wouldn't Exist" · Sourcery with Molly O'Shea
Disclosure
Singerman never read a financial report during his venture capital career
“I didn't read a financial report ever. I still don't know how to read financial reports, right? The one time I ever had to do a spreadsheet, my wife had to do it for me, right?”
Brian Singerman Jun 11, 2026 ▶ 12:14 Brian Singerman: "If SpaceX Didn't Work, Founders Fund Wouldn't Exist" · Sourcery with Molly O'Shea
Prediction Not checkable as stated
Singerman argues wealth taxes hurt the middle class more than billionaires
“This is going to impact the middle class way more than it's going to affect mobile billionaires.”
Brian Singerman Jun 11, 2026 ▶ 16:19 Brian Singerman: "If SpaceX Didn't Work, Founders Fund Wouldn't Exist" · Sourcery with Molly O'Shea
Assertion Supported
Singerman claims a 12-year 3x venture fund loses to Vanguard
“A venture fund, like, three X's over the course of, like, 10 to 12 years, I don't even think that that beats the S&P. I'm pretty sure it, like, loses to a Vanguard no-load index fund.”
Brian Singerman Jun 11, 2026 ▶ 22:14 Brian Singerman: "If SpaceX Didn't Work, Founders Fund Wouldn't Exist" · Sourcery with Molly O'Shea
Opinion
Singerman argues arts education is more important than math programs today
“Like, I would almost say that, like, having an awesome music department or an awesome art department is even more important than Having an awesome math program right now.”
Brian Singerman Jun 11, 2026 ▶ 47:23 Brian Singerman: "If SpaceX Didn't Work, Founders Fund Wouldn't Exist" · Sourcery with Molly O'Shea
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 160 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.