David Frankel

speaker

1,234 appearances 4 recordings 3 series first heard Oct 2024 last heard 8 Aug

David Frankel’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in May 2026 with 2.

newest first · ▶ plays the moment

But even if you look at the last 25 years ago, you can add Palantir

To that, Palo Alto networks, that's about $5 trillion of market cap.

And then the other $495 at a $2.6 billion average.

And some of those are, we hope everything looks like Shield AI SUNO.

But if you have 5% of a $2.6 billion outcome, you've returned your fund.

If you have a $500 million outcome, it's incredible still.

And that's why I think seed isn't dead.

I think seed is crowded to some degree very commoditized.

I feel commoditized.

I've said this many times.

I feel like brand and in some regard distribution as in your portfolio and people saying nice things about you get you to the

Well, the problem is the mega platforms are taking call options.

Is this good for the mega platforms?

Is this good for the LPs or is this good for the entrepreneurs?

Well, probably for ninety five.

Yeah.

The more junior entrepreneur moves on, right?

You're often uh more junior in venture investor, you mean?

Yeah.

Yeah, that's right.

Showing 221–240 of 1,234 · page 12 of 62