E1: Michael Kim, Jason Calacanis, and David Weisburd on VC marks, Keith Rabois back at Khosla, and more from Liquidity

E1: Michael Kim, Jason Calacanis, and David Weisburd on VC marks, Keith Rabois back at Khosla, and more

56 minutes Posted Jan 12, 2024 at 10:51 pm.

) David Weisburd, Michael Kim, and Jason Calacanis dive into the world of LPs and GPs

) Exploring doubts LPs may have about how VCs are marking startups

) Jason's strategy as an LP in funds and the search for a universal gold standard in LP benchmarks

) Why LPs might be incentivized to allow markups from GPs

) LP portfolio management best practices

) Evaluating different GP strategies for secondary deals

) Comparing "idealistic" and "pragmatic" fund manager archetypes, and what the right number is for a founder to sell in secondary

) Breaking down Keith Rabois leaving Founders Fund to return to Khosla Ventures

) Challenges and responsibilities of starting a new venture firm

) Bill Ackman’s crusades, how LPs look at backing outspoken GPs

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X:

https://twitter.com/Jason

https://twitter.com/MKRocks

https://twitter.com/DWeisburd

LinkedIn:

https://www.linkedin.com/in/jasoncalacanis

https://www.linkedin.com/in/michael-kim-cendana-capital

https://www.linkedin.com/in/dweisburd