I just attended Allocate’s Beyond Summit in Deer Valley Utah. It was a peek into what the top VC's and LP’s are thinking about right now.

Allocate asked me to record an episode of the show, live from the conference.

So I asked everyone “What’s your hottest take on the VC market today?”

Thank you to Numeral, Flex, and Amplitude for supporting this episode

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Flex: Get premium banking and a net 60 day credit card at 0% APY https://home.flex.one/referral/bananacapital

Amplitude: AI analytics, all you have to do is ask https://www.amplitude.com

Timestamps:

(1:22) Seed investing is dead (Tripp Jones, Uncork)

(5:56) Seed is not dead (Bryan Rosenblatt, Sandlot)

(13:19) Most consensus era of VC ever (Nate Williams, Union)

(18:02) Taking the Power Law Pill (Pratyush Buddiga, Susa Ventures)

(29:15) The 2nd-time founder premium is dead (Matt Cohen, Ripple Ventures)

(32:46) AI will crush intelligence labor (Clark Cheng, Merrimac)

(42:25) New deep tech investors will lose their shirts (Sunil Nagaraj, Ubiquity Ventures)

(46:39) ChatGPT for robotics is still 15 years away (Sungjoon Cho, Fortitude Ventures)

(52:07) The app layer ARR reckoning (Josh Christensen, Mercato)

(58:30) The AI bubble will pop in Q2/Q3 (Amias Gerety, QED)

(1:08:22) Most individuals do VC wrong (Jon Oberheide)

(1:15:25) Allocators have become too allocator-y (Dan Feder, University of Michigan)

(1:20:55) LP’s should value information, not just returns (Ben Ivey, Marshall Street)

(1:24:09) Upcoming litigation of Russian doll SPVs (Asher Siddiqui, Song United)

(1:30:13) Why retail needs private market access (Sarah Pinto Peyronel, Robinhood Ventures)

Referenced

https://beyondsummit.allocate.co/

Tripp Jones, Uncork Capital

Twitter: https://x.com/thistrippjones

Bryan Rosenblatt, Sandlot

Twitter: https://x.com/BRosenblatt4

Nate Williams, Union

Twitter: https://x.com/naywilliams

Pratyush Buddiga, Susa Ventures

Twitter: https://x.com/pratyushbuddiga

Matt Cohen, Ripple Ventures

Twitter: https://x.com/mattybcohen

Clark Cheng, Merrimac

LinkedIn: https://www.linkedin.com/in/clark-cheng-cfa-frm-caia-a411535

Sunil Nagaraj, Ubiquity Ventures

Twitter: https://x.com/sunilnagaraj

Sungjoon Cho, Fortitude Ventures

Twitter: https://x.com/josungjoon

Josh Christensen, Mercato

LinkedIn: https://www.linkedin.com/in/joshjdmba/

Amias Gerety, QED

Twitter: https://x.com/amiasmg

Jon Oberheide

Twitter: https://x.com/jonoberheide

Dan Feder, Michigan

LinkedIn: https://www.linkedin.com/in/danfeder

Ben Ivey, Marshall Street

LinkedIn: https://www.linkedin.com/in/benivey

Asher Siddiqui, Song United

LinkedIn: https://www.linkedin.com/in/ashersiddiqui

Sarah Pinto Peyronel, Robinhood Ventures

Twitter: https://x.com/SPintoPeyronel

*This podcast is produced by Allocate for informational and educational purposes only and is intended for institutional, accredited, and qualified investors. Nothing discussed constitutes an offer to sell or solicitation to purchase any security or advisory service, and nothing should be construed as legal, tax, or investment advice. Any offering will be made only pursuant to applicable confidential offering documents.

Views expressed by participants are their own and subject to change. Any discussion of target returns, projected outcomes, IRRs, MOICs, or other performance metrics is hypothetical and illustrative only and should not be relied upon as an indication of future performance.

Investments in private funds are speculative, illiquid, and involve substantial risk, including possible loss of the entire investment. Past performance is not indicative of future results.

Certain guests may have financial or other interests in the opportunities discussed. Allocate Management Company, LLC is an SEC-registered investment adviser. Registration does not imply any level of skill, training, or SEC endorsement. Please consult your own advisors before making any investment decision.*

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