Venture capitalist Jim Breyer made his first billion from Facebook two decades ago when it was far from a sure thing. Now, with his two adult sons as partners and a family tragedy behind him, he’s got another big win and ambitions to reinvent healthcare.Read the full story: https://t.co/AS7iw0hYAl ...

Macroeconomic Analysis - Japan's long-term deflation, potentially since the 1980s, is attributed to a low birth rate, leading to decreased consumer demand and persistently low prices [1] - The Bank of Japan's (BOJ) monetary policy of printing money and maintaining near-zero interest rates aimed to stimulate inflation [1][2] - The end of cheap money in Japan, with rising yields, could force global hedge funds and private equity firms to sell assets to repay debts in Japanese currency [2] - A potential crash in asset prices due to the unwinding of yen-carry trades could lead to companies facing financial difficulties, layoffs, and overall economic hardship [2] Investment and Financial Market Implications - Venture capital and hedge funds have been borrowing Japanese Yen to purchase American assets, driving up asset prices in America [2] - The reversal of Japan's monetary policy could trigger a global asset sell-off, impacting company valuations and capital availability [2]

Japan, still officially a pacifist nation, is investing in defense-related startups. But it must still overcome a risk-averse culture that has led to little venture capital spending. https://t.co/4vIhh1RjLh ...

And if you look at private equity, pull up that chart I had there. This is just stunning how big this industry is getting. You know, $5 trillion is what we're up to here.And it just keeps growing. >> I I think private equity is totally screwed. I I don't think Silver Lake or Infinity or this deal are screwed, but I think private equity in general is totally hosed.>> All right. Well, it's gotten huge just since 2015 and tripling in size. So why is this I guess my question for the gentleman here and for the a ...

Venture Capital & Fundraising - An investor sold his coffee shop and raised $186 million to disrupt venture capital [1]

private equity in general is totally owed. I think the history of this is important. There was a long-standing belief that the best way to generate the best risk adjusted return was to have what's called a 60/40 allocation.60% to bonds and 40% to equities. Over many years, especially when we artificially suppressed rates at zero, a lot of people started to move their allocations away from 60/40 and they started to make more and more investments further out on the risk curve. The biggest beneficiaries of tha ...

Let's welcome in low Tony. He's Plexo Capital founder and managing partner with me here on sets. Good to see you. >> Good to see you.>> What do you make of what Bezos said. >> I think what he said is spot on. I truly do believe that this is a boom time for AI.But the question becomes, and we talked about this with your colleague John on overtime, what's the analogy here. Is this, you know, more of a a buildout of the dark fiber that unfortunately the Worldcoms of the world were not able to benefit from beca ...

Venture capitalist Jim Breyer made his first billion from Facebook two decades ago when it was far from a sure thing. Now, with his two adult sons as partners and a family tragedy behind him, he’s got another big win and ambitions to reinvent healthcare. (Photo: Cody Pickens for Forbes) https://t.co/AS7iw0hYAl ...

Future of Finance - The discussion revolves around the future of finance, crypto, and AI [1] - The central theme is the concept of everything becoming a token [1] Key Individuals - Micky Malka, described as one of the greatest VCs, shares insights [1] - Micky Malka is portrayed as someone who "literally sees the future" [1]

Core Insights - A new SPAC named "American Exceptionalism" launched by Chamath Palihapitiya raised $345 million to acquire startups in energy, AI, crypto/DeFi, or defense sectors [1] - Palihapitiya advises retail investors against purchasing the stock, with only 1% allocated for public trading and 98.7% sold to large institutions [2][3] - The SPAC market has shown poor post-merger returns for investors, leading to skepticism about their viability, as highlighted by the Yale Journal on Regulation [4] Group 1 - The SPAC aims to convert acquired startups into publicly traded entities, focusing on high-growth sectors [1] - Palihapitiya's warning to retail investors emphasizes the volatility and risks associated with SPAC investments, suggesting they are better suited for institutional investors [2][3] - Historical performance of Palihapitiya's previous SPACs indicates significant losses, with many down over 90% from their launch date [4] Group 2 - Goldman Sachs previously banned itself from underwriting SPACs for three years but has resumed involvement, reflecting a shift in market sentiment [4] - A poll conducted by Palihapitiya revealed that 71% of respondents opposed the launch of new SPACs, indicating a lack of confidence in the SPAC model [4]