“durable firms, the bigger firms that have a lot of money…” — Capital Allocators – Inside the Institutional Investment Industry at 28:02
“durable firms, the bigger firms that have a lot of money, have a lot of clouds? We always love newer firms. Partners at the big firms leave and form a new firm. We do both. Then do partner with highly specialized. Some of the VCs are super specialized in what they do. If you think AI”
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