Alex Rampell
speaker
2,118 appearances
3 recordings
3 series
first heard Jan 2026
last heard 14 Apr
Alex Rampell’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jan 2026 with 2.
Appearances
So the big generalists kind of gobble them up, or the small specialists that generate very, very good returns will gobble them up as well.
Well, I bet I think it's obviously you can't disprove an unknown future.
But I would posit to say that if you were trying to find, pick, and win the best deals, and maybe you disagree with me, I'm like the kind of the small specialist.
or a large generalist, but who wins the best consensus deals?
Every now and then, there will pop up a non-consensus deal that everybody thinks is terrible.
Sequoia doesn't want to do it.
We don't want to do it.
You don't want to do it.
Nobody wants to do it.
And then it ends up being a thousand X. And then somebody who is not the best known venture firm ended up winning that deal or being sold that deal, I should say.
And then it ends up with a great return.
But
But a lot of the best deals will go to the best firms.
That's what's very different about venture capital than private equity.
If you and I are trying to take a public company private, KKR and I'm Blackstone, we're both trying to take over RJR and Abisko or something like that.
They're just going to sell to whoever offers them the highest price per share.
I mean, they have to.
Whereas in venture capital, as you know, you have to win the hearts and minds of the entrepreneur and win that deal.
And a lot of the best deals are somewhat obvious.
Everybody wanted to invest in Uber.
Showing 261–280 of 2,118 · page 14 of 106
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