The a16z Podcast discusses tech and culture trends, news, and the future – especially as ‘software eats the world’. It features industry experts, business leaders, and other interesting thinkers and voices from around the world. This podcast is produced by Andreessen Horowitz (aka “a16z”), a Silicon Valley-based venture capital firm. Multiple episodes are released every week; visit a16z.com for more details and to sign up for our newsletters and other content as well!
https://a16z.simplecast.com
a16z Podcast: Taking the Very, Very Long View on Tech Investing
It’s called “perpetual” or “eternal” capital, typically a very large pool of money that is invested on behalf of university endowments, foundations, and the like with a time horizon that extends generations into the future. The people who manage that money are driven by very different forces and thinking than your average Wall Street investor. Liquidity, for example, is not something this category of investors is immediately concerned with, nor are they swayed by your average economic cycle. At least, that’s the theory... how do these investors think in practice? In this segment of the a16z Podcast, Andy Golden of the Princeton University Investment Company, Ben Gomez of Pilothouse Associates, and Edwin Poston and Mel Williams of TrueBridge Capital Partners share their thoughts on tech valuations, liquidity in the markets, and what some in Silicon Valley may have a tendency to overlook.