Sublime

ETL Speaker Series: Josh Wolfe, Lux Capital

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121. Mission-driven biotech investing, Josh Wolfe, Co-founder & Managing Partner, Lux Capital

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Is Hunterbrook Media a News Outlet or a Hedge Fund?

Clare Malone newyorker.com

The Power Law: Venture Capital and the Art of Disruption

Sebastian Mallaby • 1 highlight

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Cover of The Power Law: Venture Capital and the Art of Disruption

Fireside Chat: A Plan for Humanity with Bryan Johnson

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Michael Lewis • Going Infinite: The Rise and Fall of a New Tycoon

Crédit Suisse AG Research Division_Public Safety_ Multi-Year Tailwinds Ahead; Initiating on AXON with Outperform, TYL with Neutral_09_May_2022 (1)

The document provides an initiation report on the public safety industry in the United States, highlighting the increasing crime rates, growing public safety budgets, and the role of technology in improving public safety.

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VC is a Power Law business which means only a few cos deliver most of the returns - David Clark from VenCap breaks it down with data on 11.350 companies from 259 funds from 1986 - 2018. Only 1.1% out of 11,350 cos returned the whole fund!

David Clark responded to my tweet that median fund size for fund returners was $350M and many funds >$1b