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

Like you can innovate as fast as you want with AI, but when you have to deal with regulated businesses, you're only as fast as a regulation.

So I think the IPO market is similar, but I do suspect there's a very high probability we will see at least one of the frontier labs going out later this year.

I think there's a benefit to going first.

However, whoever goes second will very closely watch what happens to the first one.

Yeah, so I do think on average, like if you look at the average American person, if they're investing in private markets, they effectively get adverse selection.

Unless they are, you know, living in San Francisco, working in tech and plugged into very specific communities, by default, they're getting adverse selection because it's their friend's kid who's starting a company or, you know, something like that.

So I do think...

The way America is run right now is you have these cities that are magnets for talent.

It's not that kids born in San Francisco are necessarily any smarter.

It's more that the kids that are the cream of the crop from the kids from Iowa, where will they move?

They'll move to San Francisco.

They'll move to New York.

So as a result, a lot of the innovation happens there.

However, now when it comes to designing a good portfolio for venture capital, it is a pretty unforgiving asset class if you start picking individual companies.

Yes, it can work out super well, but you and I both invest.

The way this asset class works is you have one or two winners.

that pay for the entire thing.

So how you structure the portfolio becomes quite important.

So recently, my business was acquired by AngelList.

AngelList is an investing platform.

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