The $20B LP View: AI Valuations, Solo GPs, and What's Rea...

What this episode covers

This week on StrictlyVC Download, TechCrunch Editor-in-Chief Connie Loizos and Alex Gove of StrictlyVC speak with Lara Banks, who leads venture investing at Makena Capital Management. They discuss her firm's $3 billion venture allocation across 30 manager relationships, how she evaluates everything from solo GPs to the AI rollup trend sweeping traditional service businesses, and why she thinks AI companies' "astronomical" revenue growth justifies their sky-high valuations despite massive infrastructure costs. Banks also shares what LPs really learned from 2021's boom-bust cycle and how the secondary market is creating new liquidity opportunities as companies stay private longer. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Frequently Asked Questions

How long is this episode of StrictlyVC Download?

This episode is 22 minutes long.

When was this StrictlyVC Download episode published?

This episode was published on August 12, 2025.

What is this episode about?

This week on StrictlyVC Download, TechCrunch Editor-in-Chief Connie Loizos and Alex Gove of StrictlyVC speak with Lara Banks, who leads venture investing at Makena Capital Management. They discuss her firm's $3 billion venture allocation across 30...

Can I download this StrictlyVC Download episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.