Has VC Become So Big It Must Be Disrupted? https://tomtunguz.com/is-venture-capital-worth-the-risk/ … Wrong question. Right question: Have VC cash flows become sufficiently predictable that they can be efficiently monetized and traded in a public format? There are several conditions to this being true 1/
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That’s not the right comp. ICGE and CMGI were completely different. Portfolios of venture investments, not multi product, multi strategy enterprises. The problem: liquid multi level equity incentives. The solution: publicly indexed instruments.
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Blackstone and Apollo have done just fine. They meet the conditions. Neither ICGE nor CMGI did. Not even close.
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Remember ICG? Was it bad timing?
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Exactly. Listen to Detlef!
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The problem solved by going public is aligning incentives w/ a broader base to avoid being disconnected from what’s happening on the ground. This isn’t a problem today in an environment where most startups come from a few places & VCs can rely on brand. But times are changing
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vc ego, founding GPs wanting to be able to sell their stake instead of reliquish it to their jr partners
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Alternatives like naspers and iac
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I think the problem is not enough early stage investing in hard problems. The industry has become more risk averse as it has gotten larger.
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