Seed VCs: What is the highest % you invested into a single portfolio company across stages from any given fund? I’ll start: 7.5%.
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Also crazy: half their portfolio either went to 0 or returned ~1x. And Tandem was 19.4% of their portfolio, but Genentech was only 2.7% from just two $100k checks in 1976 and 1977, with an IPO in 1980 valuing those shares at $160M after the first day’s trading. Wow indeed.
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Also, Swanson (who founded Genentech) was previously an associate at Kleiner and was fired.
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Wow, a 24x fund even if you take out their biggest winner.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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50x for an entire fund

Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Concentrate to get rich, diversify to stay rich.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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When loss ratios were high, you had to make sure you focused on your winners. They played it well back then. The world has changed.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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That's Bananas Foster
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Where is this from?
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Pure conviction
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Besides AMAT any of those companies still around?
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Čini se da učitavanje traje već neko vrijeme.
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