Discover/VC10X/LP10X - Advising $90 Billion in Institut...

It was overcapitalized in 2020 and 2021. You saw a lot of specs. The last four or five years have been kinda rough. It's starting to reinvigorate and just the innovation and the science, as well as being able to use technology and AI from an RD perspective is pretty interesting.

VC10X · LP10X - Advising $90 Billion in Institutional Capital -...

“The last four or five years have been kinda rough.”

22:58 / 23:21

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was overcapitalized in 2020 and 2021. You saw a lot of specs. The last four or five years have been kinda rough. It's starting to to reinvigorate and just the innovation and and, the science, as well as being able to use technology and AI from from an RD perspective is pretty interesting. And that's an area that that we think is pretty compelling as we look over the the next couple of years.

Why this clip

Clear cycle analysis with specific timeframes. Shows market evolution from overcapitalization to current opportunity, with AI integration as the catalyst for reinvigoration.

22:58 - 23:2123sConsequences

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What they said next

You're not gonna sell something they don't want. So understand who are the folks that are a likely buyer of your strategy? Try to establish a relationship early. Coming to someone where you're saying, hey, I'm gonna wrap it up. My fundraise is gonna close in the next month. Would you like to invest? That doesn't work.

34:59 - 35s · Practical Framework

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