20VC: Is Seed Investing Dead Without a $1BN Fund? | Does Ownership and Price Matter When Companies Can Be $1TRN Exits | Are AI Revenue Numbers Real and What to Watch Out For with Venky Ganesan, Menlo Ventures
20VC: Is Seed Investing Dead Without a $1BN Fund? | Does Ownership and Price Matter When Companies Can Be $1TRN Exits | Are AI Revenue Numbers Real and What to Watch Out For with Venky Ganesan, Menlo Ventures
Venky Ganesan is a Partner at Menlo Ventures, whose portfolio includes Anthropic, Lovable, Legora and Higgsfield, alongside earlier hits Uber and Roku. Venky's own investment track record includes Palo Alto Networks, Upwork, Poshmark and Rover. He is a three-time Forbes Midas List investor and former Chair of the National Venture Capital Association. AGENDA: 07:00 Can You Still Do Seed Without a $1 Billion Fund? 11:00 How Much of AI's Revenue Growth Is Actually Real? 19:00 When Is "Overpaying" t
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Venky Ganesan 是 Menlo Ventures 的合夥人，其投資組合包括 Anthropic、Lovable、Legora 和 Higgsfield，並且早期成功案例有 Uber 和 Roku。Venky 自己的投資紀錄包括 Palo Alto Networks、Upwork、Poshmark 和 Rover。他是 Forbes Midas List 的三度投資者，並曾擔任 National Venture Capital Association 主席。議程：07:00 你還能在沒有 10 億美元基金的情況下做種子輪嗎？ 11:00 AI 的營收增長實際上有多少是真實的？ 19:00 何時「過度支付」是你能做的最聰明投資？ 25:00 在千億美元規模的成果中，所有權還重要嗎？ 31:00 「Big Tech Will Buy Us」是一個危險的投資論點嗎？ 36:00 為什麼要投資風投，當你可以直接買下 Magnificent Seven？ 45:00 何時應該出售 40 倍贏家——以及何時該加碼？ 54:00 5 千萬美元基金還能與風投巨頭競爭嗎？ 58:00 快速問答：Benchmark 是否比 Sequoia 更難擊敗？