Welcome to CNBC. com. I'm Frank Holland, anchor of Worldwide Exchange.CNBC is celebrating Black Business Month in August. And today we're joined by the managing partner of Fairview Capital, Dr. . Cola Olaf Fimboa.Again, managing partner of Fairview Capital. Doctor, thank you for joining us. >> Thank you very much for having me.>> I think the natural question here is how does a medical doctor because you are an MD turn into an investor. What was that journey. give us give us the you know the shortened versio ...

Meet The Investor Who Sold His Coffee Shop And Raised $186 Million To 'Disrupt' Venture Capital https://t.co/cl1Tv79Qaj https://t.co/K3f6JdpK89 ...

I pulled some data together, Nick, if you could pull up the basics. I know we talk about this a lot, but I thought it would be good to show the difference between kind of a normal distribution and a power law distribution. like venture returns or I don't like to call it venture returns but I do think the returns generally in free markets create value creation in a power law distribution which means that a few of the many account for the vast majority of the capital appreciation of the the value creation and ...

Venture giant Andreessen Horowitz is burning cash to shape policy on the Hill. https://t.co/6cAD6N8yTi ...

Venture Capital & Investment - Anchorage Digital, a crypto unicorn, is launching a venture unit [1] - The venture unit will focus on backing early-stage onchain protocols [1]

AI Investment Landscape - The AI sector is expected to generate numerous trillion-dollar businesses [1][52] - Venture firms recognize the need for scale to effectively operate throughout the private market lifecycle [2] - A significant portion of venture funding is concentrated in a small number of top AI deals, with the top three LLMs potentially raising $100 billion in a six-month period [2] - AI is seen as a foundational element for the future of vertical SaaS, enhancing data models, connectivity, and marketplace capabilities [2] - AI solutions are increasingly impacting labor budgets, not just technology budgets, opening up a multi-trillion dollar market [3] Investment Strategies & Considerations - Investment decisions are focused on the future margin profile of companies, considering potential for significant capital expenditure [1] - Venture firms are willing to be small investors in potentially very large companies, accepting dilution in exchange for exposure to generational companies [1] - The pace of innovation is rapidly compressing, favoring teams that can iterate quickly [1] - Efficiency still matters, with a quantified trade-off between growth and efficiency, especially at mid-stage scale (around $50 million ARR) [5] - The industry is seeing a shift towards consumer-like growth rates for enterprise businesses, with some companies reaching $100 million in ARR in 18 months [5]

Stablecoin Market - The market is likely to see a 10x increase in the number of new stablecoin issuers, presenting investment opportunities for VCs [1] - Lower interest rates may reduce the attractiveness of the stablecoin business model [1] Emerging Trends - There's significant interest in Real World Assets (RWAs) tokenization and payments, which are considered valuable for the space [2] - Tokenization and payments are unsexy but drive a ton of meaningful value [2] AI and Crypto - Web2 companies are currently better positioned in the AI sector [1] - Crypto x AI crossover is still in its early stages, but the industry remains optimistic about its potential [1] - The market has seen a washout of scams [1]

Venture capitalists are falling over themselves to back any startup with a dream and AI in its pitch. But the exuberance in public markets is wavering https://t.co/9mKJFjVFpo ...

Can startups thrive without endless VC rounds?Today on @EquityPod, @security_pal’s founder explains his path to profitability and “nuanced capital”Listen here ➡️ https://t.co/rLW2EPQcTq https://t.co/Kriwe4wf3z ...

We have been uncovering, as you always do, within tech and venture capital, that some of the trends so these big whopping valuations cover up a dark side. Yeah, there's a tale of two markets in venture capital right now. You have the eight mega companies open I anthropic databricks raising raising rounds and what feels like in a monthly cadence.And then you have all of the other startups and many of them are actually struggling or even raising down rounds. So who are those types of startups. Because we just ...