Matt Murphy

speaker

612 appearances 1 recordings 1 series first heard Jul 2026 last heard 27 Jul

Matt Murphy’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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By far.

I mean, look, if you can get ownership, it's magical because if you own a lot and the company's worth a lot, that's going to be great.

But

A, there's a lot more capital coming in, so it's hard to even maintain that kind of ownership.

But we're in an outlier business right now, right?

Like, I think for a long time, I mean, you know, I've been in the business for 25 years now.

You were kind of saying like, hey, great outcomes are $300 million, $500 million, a billion.

So you're like, hey, you have to own 20% to get $100 million or whatever.

Those are like, and I know you talk about it a lot on your show with Rory and Jason and all that.

That's not how the game is being played anymore.

It's like you have to be in the big outliers to drive great returns.

And you're better off being in them at a very small percent than owning a large percent of a company that exits for $300 to $500.

Those just aren't going to move the needle.

Well, you know, we announced our new funds, so we're pretty full stack.

We can take big concentrated positions.

Fortunately, we've got LPs who like to co-invest with us.

But, you know, we don't have a 10 or 20 billion dollar fund, nor do we aspire to have that.

So there's some quantum of capital that's like, hey, that's for somebody else the next next round.

But I don't I don't know that it's as much of a

valuation thing.

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