David Talpalar, GP @ Shirlawn Capital
Large venture funds are concentrating excessive capital into a handful of 'hot' AI companies while ignoring portfolio-level risk management, creating a dangerous disconnect between inflated private valuations and public market reality that could trigger widespread losses among pension and endowment LPs.
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Topics: Venture Capital & Startups · AI (Horizontal)
Published by David Talpalar · their site ↗
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