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
typically a function of say rates or maybe macro scares where you want to be in more defensive companies. And that's tough for our portfolio. But that's why I think about performance over the longterm. Those, those rotations are very painful, but they happen in a pretty short period. Let's say it's three months.
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