The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta | How to Play AI in the Public Markets | China & Europe: Is the Future Bleak | The Opportunity for Crossover Funds with Jeff Wang, Managing Partner @ SCGE
Jeff Wang
closer to 20 to 25% would be more comfortable because then that gives us an opportunity to add. If we are focused primarily on the public markets, let's say if we had 50% of the portfolio private, that would feel too illiquid to me. So 20 to 25% feels like a pretty comfortable level.
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