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
So the smallest investor to the largest investor in a company, you don't have any different information. So to the extent that we can, from the outside in, verify a thesis, that is very helpful for validating how big do we want to make that position. Is that thesis actually still holding true? Has something changed? Has competition come in and knocked us off the top seat?
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