John Kim
speaker
590 appearances
1 recordings
1 series
first heard Jul 2026
last heard 14 Jul
John Kim’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 Jul 2026 with 1.
Appearances
From there, you start to meet people and they say, hey, you realize that this state pension plan is invested, this, and next thing you know, the next round, you end up doubling it.
And so if you take a look at the experience, all of a sudden, General Catalyst and others are starting to become consensus.
And this is true for any of the other folks who have amassed capital.
There's a consensus that they're the winners of the class.
And General Catalyst created a consensus.
And so that was the whole goal.
But you had to do it fun by fun by fun.
But it was very intentional.
And by the way, here's the thing.
You have to have the courage then to lose the people who actually were the people who invest with you because you were contrarian.
In other words, you have to have the courage to get past the innovator's dilemma.
And so if there's a set of folks high-net-with-family-offices, endowments, or whatever it is, or small fund-to-funds that say, hey, you're not too big for me, you're going to lose, though, and you have to have the courage to do that.
The only way you're not going to
succeed is if you actually want to have your cake and eat it too.
Now, there is a truth to if your performance is so dynamic, you're so differentiated, then you'll be able to run the table.
And there are firms who do that.
You can't get into the fund.
You can't because their performance, their track record is so absurdly strong relative to the industry that you trust that they're going to actually develop these returns again.
Right, right, right.
So in that case, let's talk about trust.
Showing 161–180 of 590 · page 9 of 30
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