"The venture capital asset class does not scale." -- ...this is the clearest I've heard a VC say it. Where's the bottleneck?
Conversation
Replying to
"If $100bn per year in exits is a steady state number, then we need to work back from that" -- ...SV scaling-talent-bottleneck?
1
Replying to
Hyp: every major metro that can create relatively liquid talent pool of ~1500 engineers can add $100B/y in exits to VC asset class
2
1
8
Replying to
speaking as a non-SV founder, it has nothing to do with # of engineers. risk appetite + distribution knowhow matter much more.
1
1

