78% of funds now activate their extension clauses. That’s not bad luck — it’s a broken system. Here's what LPs really need to know to stay ahead of the coming shake-up.
If you think of how AI startups accelerate revenue faster and probably disrupt each other faster, it sounds like a long-term cycle of expected returns might not be the best option.
I'm not sure the current system of how capital is being thrown at generative AI companies makes a lot of sense in the case of Thinking Machines or SSI. I mean I understand that OpenAI and Anthropic are like a duopoly now. And frankly it limits the trajectory of any serious startups in those domains capping the future.
Sorry a bit of a rant and not necessarily related to your key topic. But it's been on my mind that there is a disconnect here as well.
Multi factors as you say. What's interesting is if the Fund is a dud it'll get wrapped up. If there is at least 1 killer asset in the portfolio then it'll keep extending 📈
If you think of how AI startups accelerate revenue faster and probably disrupt each other faster, it sounds like a long-term cycle of expected returns might not be the best option.
I'm not sure the current system of how capital is being thrown at generative AI companies makes a lot of sense in the case of Thinking Machines or SSI. I mean I understand that OpenAI and Anthropic are like a duopoly now. And frankly it limits the trajectory of any serious startups in those domains capping the future.
Sorry a bit of a rant and not necessarily related to your key topic. But it's been on my mind that there is a disconnect here as well.
We like your rants 💙
Interesting
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Nice!
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Multi factors as you say. What's interesting is if the Fund is a dud it'll get wrapped up. If there is at least 1 killer asset in the portfolio then it'll keep extending 📈
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Great read!
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❤️🔥