Guy Perelmuter
speaker
104 appearances
1 recordings
1 series
first heard Jun 2026
last heard 4 Jun
Guy Perelmuter’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 Jun 2026 with 1.
Appearances
call it a trillion dollars, give or take a couple of billion, a hundred billion dollars.
Exactly.
All that feels very natural, very obvious.
And to your point, very consensus-like.
And because there are, again, relatively few names,
Not only few companies that are reaching that kind of stage and size and gravitas, but also few firms, relatively few firms that can raise the billions of dollars necessary to keep that going.
So it's almost like a circular argument where those few firms are going to subsidize or are going to invest in those firms.
Very few names.
Whereas in a very traditional barbell approach, there will be a ton of other firms looking to think about what is the second or the third derivative after this movement.
That will be the thing we're going to be talking about in, I don't know, four or five, six years.
I think, Nate, there's some very symmetrical happenstance now because, to your point, I think we're trending towards a venture market, especially in deep tech, where
the power of this equation is going to flip somehow in the sense that I've been a firm believer that the best founders choose their investors, right?
Even at pre-seed or seed, these founders say, okay,
That guy from software beyond the screen, that Sunil guy, that's the guy I want to talk to.
That's the guy I want to pitch my startup to because he has the chops, the experience, the knowledge, yada, yada.
And then once Sunil or Nate or any one of those very early stage great investors take that founder under their wing,
Coach them, feed them, help them build their company.
And when that company is ready for other stage of its history, then to Nate's point, it's up to us to cherry pick which funds are now able to do the work.
Who's going to get it?
Who's going to understand the founder, the company, the opportunity that may or may not be consensus at that point in time.
Showing 61–80 of 104 · page 4 of 6
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