The Gift and The Curse of Staying Private

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Show Notes:

(00:00:00) Welcome to Invest Like the Best

(00:05:23) State of the Union: Venture Capital Edition

(00:07:58) The Rise of Mega VC Funds

(00:09:38) Zombie Unicorns: The Overvalued Giants

(00:17:29) The IPO and M&A Market Stalemate

(00:24:08) The AI Wave and Its Impact

(00:26:03) Private Markets and LP Liquidity Issues

(00:29:57) The Future of Capital Markets

(00:37:49) Advice for Founders in a Changing Landscape

(00:39:27) The High-Stakes Game of Capital Battles

(00:41:35) AI: The New General Purpose Technology

(00:46:44) The Impact of Time and Liquidity on Venture Capital

(00:50:35) Navigating the Future of Venture Capital

(00:58:45) International Dynamics in the AI Race

(01:13:58) Advice for Founders in the AI Era