Episode 2
Episode #2: Anthony Kwesi Hagan, Euclid Insights, Sarah Tavel's Newsletter
The Learning Corner by Precursor · Mia Farnham, Charles Hudson
October 4, 202421m 50s
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Show Notes
This week on the Learning Corner we discuss the importance of transparency in LP-GP relationships especially in a time where the growing need for liquidity is top of mind for LPs. We also delve into a rising interest in AI-first roll-ups, the evolution of tech-enabled service providers, and the management of legacy assets. The episode wraps up with insights into risks and strategies in AI seed investing especially as a B2B AI application.
Buying Time - Unrealized Returns - Get Used to Waiting! by Anthony Kwesi Hagan The AI-First Roll-Up by Euclid Insights Thinking through the future for LLM companies...and what this means for B2B AI startups by Sarah Tavel
(2:05) Buying Time - Unrealized Returns - Get Used to Waiting! - Anthony Kwesi Hagan (3:24) The need for liquidity in venture markets (6:29) Institutional pressures for liquidity (9:02) Secondary markets and liquidity opportunities (9:53) The AI-First Roll-Up - Euclid Insights (11:04) Tech-enabled service providers and legacy assets (15:07) Thinking through the future for LLM companies...- Sarah Tavel (17:08) OpenAI's innovations and their implications (18:50) Risks and strategies in AI seed investing