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E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
2022/4/30
All-In with Chamath, Jason, Sacks & Friedberg
C
Chamath Palihapitiya
以深刻的投资见解和社会资本主义理念而闻名的风险投资家和企业家。
D
David Sacks
一位在房地产法和技术政策领域都有影响力的律师和学者。
E
Eric Ries
Chamath Palihapitiya: Renovo公司运用机器学习和图像识别技术，协助放射科医生进行更精准的诊断，已成功帮助许多患者发现并治疗了严重的疾病，例如脑瘤、脑癌和胃癌等，挽救了多条生命。该技术虽然价格不菲，但其显著的医疗价值使其值得推广和应用。
Deep Dive
The discussion delves into the intricacies of venture capital metrics, exploring how firms present their performance and the challenges of transparency in private markets.
- Transparency in venture capital metrics is lacking, allowing firms to manipulate numbers to appear more successful.
- The SEC is introducing legislation to increase transparency in venture capital reporting.
- Distribution to Paid-in Capital (DPI) and Total Value to Paid-in Capital (TVPI) are critical metrics in assessing fund performance.
- Some funds use credit lines to artificially inflate Internal Rate of Return (IRR).
- The private market is experiencing a shift towards more realistic valuations and investor expectations.
Shownotes Transcript
