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

1665.854 - 1689.377 Jeff Wang

We have a pretty concentrated portfolio, so about 15 to 20 longs. I want to make sure that the top longs can really move the portfolio in a major way. As I mentioned, I think the power law still exists in the public markets, obviously to a lesser extent than the private markets, but we want to have the top side of the portfolio be pretty chunky. About 15 to 20 longs, about top five or about