Lucas Swisher
๐ค SpeakerAppearances Over Time
Podcast Appearances
I think what you're looking for, if you're an LP... You know none of them pay you anymore.
Yeah, I know, I know, I know.
But if you're looking, if you're an LP, what you're looking for is the best return across different strategies.
I think it's gonna depend on what you're looking for, what your time of residence.
Let me give you the benefits, right?
Mamoon, I think is gonna have an incredibly high slugging average, really amazing returns, but it's gonna be more risk.
Mary, I think you are going to get like this incredible growth portfolio of blue chip names.
And then Horring is gonna provide you very strong, stable core returns.
And I think it really depends on what you're looking for.
And LPs want different things, and they probably want exposure to all three in different ways.
No, it's incredible.
I think Founders Fund's strategy of being ultra concentrated in a few companies has just been this incredible strategy over time.
And I think Pat Grady's ability to pick series Bs is like pretty unmatched.
Pick and win series Bs.
He's very, very good.
And I think Sequoia is very good at that.
So I think, again, they're good for different reasons.
But again, it really depends on what you like.
Right, I'll talk about the merits of both.
OpenAI, incredible consumer franchise.