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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Private markets are very hot right now.

I can't predict if they're going to be very hot 6, 12, 18, 24 months from now.

So it's important for me to allocate a reasonable amount of our portfolio in companies that will be big in five years, seven years, 10 years.

So we're taking almost 20% of the portfolio and putting it in brand new funds that will not pay off for quite a while.

But I think the bet I have is the companies of the future will always be bigger than the companies of today.

And as long as that thesis is true, I, you know, I hope this portfolio will outperform.

I think it's innovation.

Like, I think like, I mean, human intelligence is growing at an exponential rate and like shit's getting outdated faster too.

There's downsides of this as well, but things are, the cycle is spinning faster and faster.

Companies are getting bigger, faster.

They also may die faster.

Like we don't know what's going to happen there.

Um, but as a result, there's a lot of change and, um, that's sort of what we're betting on.

And they, um,

So for people who missed this, we bought a stake in Endrel.

We did not buy this stake directly from the company.

There are things called SPVs that people are typically aware of, where an SPV is a vehicle created to invest in a company.

Now, what we did is we bought out specific investors in the SPV.

And when that happens, that typically, that does not change the company's cap table.

The company does not have legal jurisdiction on it.

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