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Tim is one of the greatest everTim Draper (@TimDraper):My grandfather was the first Silicon Valley venture capitalist. He started Draper Gaither Andersen in 1957.My father was a pioneer in venture capital, built Sutter Hill Partners and was the first VC in India.My mission has been to spread venture capital and entrepreneurship https://t.co/71JWW9YbZ3 ...

IPO Market Dynamics - Investor appetite for IPOs is picking up, with companies like Figma, Circle, Chime, and Firefly Aerospace experiencing significant gains on their first trading days [1] - The IPO market is experiencing pent-up demand and asymmetric speculation, with abundant capital seeking high-return, low-risk opportunities [2] - Speculative excess is evident in the market, potentially indicating a frothy environment with red flags [3][4] - Post-IPO volatility can reach 100% to 250%, attracting traders seeking to double their investment [5] IPO Pricing and Insider Advantage - Most individuals cannot participate in IPOs directly, focusing on post-IPO trading, particularly in options markets [6] - Underwriters may intentionally underprice IPOs, benefiting investment banks and insiders who hold restricted stock with a typical 6-month lockup period [8] - Underpricing IPOs creates positive PR and allows insiders to benefit from an initial price surge [9] - A small percentage of outstanding shares traded at a high price can significantly inflate the company's market capitalization [10] Retail Investor Access to Private Markets - There's a push to allow retail investors access to private equity, venture capital, and private credit through 401(k)s, traditionally limited to accredited investors [12] - Advocates argue for self-directed investment choices in 401(k)s, allowing individuals to invest in a wider range of assets [13][14] - Opening private markets to retail investors democratizes the process but also introduces new levels of risk due to less stringent disclosure rules compared to public companies [15] - Opening up private markets is expected to increase market efficiency and foster industry growth, despite potential risks [16][17] Private Equity Investment - The argument that private equity outperforms public markets long-term is primarily due to the lack of day-to-day liquidity, rather than inherent differences in the underlying business [19] - The extended duration of private equity funds (e.g., 7 years) reduces the observed volatility in their P&L, potentially masking the true risk [21]

The good part is this helps build your wealth and uh besides building your wealth, you're making an impact. You're leaving a legacy. You're changing things up. And so anybody that can put 2 to 5% of their portfolio into venture capital should be doing that. >> Welcome to So Fabulously, where raw honesty collides with your bank account and a respectable amount of litter. You know, if we had a dollar for every time someone told us that money was the same for LGBTQ plus people and for women, we would have enou ...

Venture Capital Fund - Point72 正在为其客户募集首个风险投资基金 [1] - 该基金旨在投资于对国防科技初创公司的“迫切”需求 [1] Investment Focus - 关注国防科技初创企业 [1]

There's only been one sin and that one sin is zero sum thinking. We always worry about like oh is this defensible? Oh will this layer get margin? Will this layer get value? And the answer has kind of been unilaterally yes. The answer has been every layer has gotten value. Every layer has winners. These markets are so large and they're growing so fast. We're actually seeing brand effects take place in this phase of model scaling. A lot of the approaches to scaling don't generalize. This gives a ton of room f ...

Defense Industry Trends - Increased venture funding for defense startups driven by ongoing conflicts, potentially leading to further innovation [1] - Expectation of a durable trend of increased spending in the defense sector, possibly a continuation of the Cold War or the beginning of World War II [2][3] - NATO member countries are committing to spending 5% of their GDP on defense [3] - Cultural aversion in Silicon Valley towards supporting American defense is diminishing, making the sector more attractive for investment [4] - Market pull for the entire defense supply chain, including startups, is increasing [4][5] Procurement Challenges & Solutions - Both increased overall defense spending and a reallocation towards more efficient, higher-tech defense companies are anticipated [6] - Lengthy procurement cycles (NATO: ~17 years, US DoD: ~7+ years) pose a significant challenge for startups [7] - Efforts are underway to reduce and rationalize procurement cycles to enable startups to participate effectively [8] - Bureaucratic processes and a lack of financial incentives in the military hinder the adoption of innovative solutions from startups [11][12][13][14] Venture Capital & Private Equity Concerns - Illiquidity and lack of distributed capital (DPI) are major crises facing VC and private equity [17][18] - The concept of "private forever" is alarming because the industry depends on long-term liquidity to pay back distributions [20] - Extension of fund lifecycles (from 8 years to 12-15 years) and compression of fees are indicators of the liquidity crisis [21]