Glenn Solomon
speaker
238 appearances
1 recordings
1 series
first heard Feb 2026
last heard 18 Feb
Glenn Solomon’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 — 1 in all, peaking in Feb 2026 with 1.
Appearances
We want a great return on our funds.
We also want to be consistent.
So you won't see us... We may not ever have the top 1% returning fund, but oftentimes I think the strategies that lead firms to make top 1% on a fund also lead them to be...
99% on other funds.
And we want to be top quartile to top decile each fund.
That's what people should expect.
That's how we're operating.
Keeping our size constrained so that every dollar we put to work has a lot of octane behind it.
History repeats, this is not our first rodeo.
We have seen computing paradigms shift several times over the years and computing paradigm shifts are good for business for VCs.
They create a lot of disruption and they create new opportunity for startups to take share from incumbents.
We were particularly attracted to Anthropic because when we invested, which is now going on a year and a half ago, year to year and a half ago, it was clear they were emerging as the lab that was most focused on serving needs of the enterprise.
And we felt like it was a strategic opportunity for us to invest in what we thought would be a really important, a frontier lab in the world of AI.
We didn't have the vision to realize that they would grow as fast as they've grown.
Recently, they announced that they have eclipsed a $14 billion run rate.
When we invested, the company was under a billion in run rate.
I don't think we saw 14X this quickly in the cards.
The ambition is high on, you know, certainly at Anthropic, but ambition I expect to be very, very high at OpenAI and certainly at XAI and, you know, Google and Meta, et cetera.
And it's in NVIDIA's interest to see, you know, a thousand flowers bloom as well.
So I think there are forces at work that would suggest that competition will continue to be intense and we won't see that die down for some period of time.
Showing 81–100 of 238 · page 5 of 12
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