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Manage episode 513906499 series 73567
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AGENDA:

03:44 Rory Is So Old He Worked with Arthur Rock!!!

07:28 Goldman Sachs Acquires Industry Ventures for $665M

16:37 Thinking Machines Co-Founder Raises $2BN and Then Leaves for Meta

29:36 SoftBank Goes for $5BN Leverage Against ARM Stock To Buy More OpenAI

39:35 More Data Centres Than Offices: Are We In a Bubble

43:28 Where is the Alpha in Venture in 2025

51:48 What 90% of Managers Get Wrong About Portfolio Management

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