Nate Williams
speaker
192 appearances
1 recordings
1 series
first heard Jun 2026
last heard 4 Jun
Nate Williams’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
It was impossible to get allocation into Sequoia, Kleiner, Greylock.
A16Z.
In the last couple of years, we've seen much higher hard caps, if any hard caps at all, because you can SMA your way to tens of billions of dollars.
And so I don't think that affects the small managers.
I actually think that affects the middle managers that are hundreds of millions of dollar funds.
So I think that trend will play itself out.
On the startup side, Sunil, I thought you made a really good point, which is you have to be
non-consensus and right.
And one of the biggest fears I have, Samir, I mentioned to you offline is we are in this part where there's just a big part of venture capital is being conflated with access capital.
Right.
Like we've got the Hollywood vibes in venture capital and we've got celebrities investing and we've got like triple layer SPVs.
And I think there are economic reasons why that happens, which is the fact that there's a ton of companies that are generating exceptional wealth.
similar to when Goldman Sachs went public in the 90s, there's going to be venture capital firms that go public.
So I think the reasons, as Guy said, are economical, but I think the knock-on effects are going to be quite terrible because what ends up happening at the end of any boom cycle when there's a bust, there's a sense of alienation.
And so if a lot of us study financial markets, you can be risk-on forever.
When you're risk-off,
you don't get to risk on very fast.
And so if we go risk off, we could be risk off for three, four years.
So let me just play that forward as somebody who likes to say, as I built my firm, I made some errors in terms of judgment, right?
Building out a set of capabilities for founders that founders didn't necessarily need.
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