Liquidity
Liquidity
A podcast & yearly conference for LPs and GPs. Hosted by @Jason (fka The Angel Podcast & Angel Summit).
Jason Calacanis
PodcastAI
PodcastAI

E8: Kleiner Perkins and Penn’s Endowment on India, loss ratios, and the rise of secondaries

E8 • Mar 22, 2024 • 71 mins

David Weisburd hosts Mamoon Hamid, Thomas Scriven, and Jason Calacanis to discuss India’s startup ecosystem, Carta’s 2018 startup class data, IPOs in the tech industry, and much more!

Key Points

  • Mamoon Hamid expresses optimism about India as an investment frontier, highlighting its large population, burgeoning middle class, and infrastructure improvements as key growth drivers.
  • Thomas Scriven notes a significant rise in revenue traction within portfolio companies in India, suggesting a maturing ecosystem with increasing potential for scale and profitability.
  • Jason Calacanis emphasizes the importance of portfolio strategy in venture capital, discussing the strategic decision to concentrate investments in top-performing companies and avoid supporting underperforming startups with additional funding.
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