Ankur Nagpal

speaker

437 appearances 1 recordings 1 series first heard Jul 2026 last heard 7 Jul

Ankur Nagpal’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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The Pomp Podcast · How To Invest In OpenAI and Anthropic Before They Go Public | Ankur Nagpal · 7 Jul 2026 podcast

So there's some, I think AngelList research put out some paper where typically if you're evaluating an early seed manager, one of the dangers is if you look just at their overall IRR or something,

It's so heavily skewed by that one outlier that it doesn't necessarily give you a repeatable motion.

So they introduced this idea of markups over baseline, which is you look at all the investments they have and figure out how many markups does that cohort get on average and how many markups does this investor get on average.

And then you kind of cohort it out and figure out where they compare.

While you do that, you have to still control for people finding the biggest deals as well.

So using these quantitative measures, I think we can get pretty sophisticated in underwriting any existing manager in how likely they are to outperform.

However, it's a venture.

You can have these metrics.

It's not perfectly predictive, right?

We're not running a hedge fund.

You can have someone who is likely to outperform, not outperform and vice versa.

So I have to keep my cards close to the chest just because we're a publicly, it's a public vehicle.

There are things I can't say, but all I will say is keep an eye out.

We'll be announcing a lot of them very soon.

Got it.

Okay.

So you guys haven't announced yet.

We haven't announced yet.

Exactly.

And as I've been told by our compliance, there's now very, very different things than what I can and can't say.

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