#kyc
![[ trading places ] #4: a very bad 💩podcast about VC #secondary 2️⃣, broken unicorns 🦄💔& busted carry 😱 this week in 2ndry: we talk #SPVs #KYC and #liquidity w/ Nik Talreja CEO Sydecar [ tech + vc news ] 01:14 — the #IPO window is WIDE OPEN: Klarna Figma Netskope StubHub 07:00 — Trump + Xi say US TikTok US deal is happening — Oracle takeover @bytedance 10:16 — Fed cuts 25bps → bullish for tech [ intvw: Nik Talreja CEO Sydecar ] 13:30 — lawyer → LP → #sydecar 20:00 — “you can buy a barge in Alaska w/ an SPV” 26:00 — continuation vehicles & liquidity [ valuation: Stripe @ $91B] 57:59 — #stripe vs Adyen comps 01:03:00 — 2021 $100B val = bubble outlier 01:06:00 — conclusion: $90B = just right ✅ [ opp: omni ventures ] 01:06:14 — sushant sharma on Omni Venture Labs 01:09:20 — exits via corp m&a > unicorn daydreams 01:11:00 — unlocking alpha: niche vc thesis thx for following our very bad 💩VC podcast — SMASH that FOLLOW button and maybe we can afford a happy meal 🍔🤓 & a beer 🍺](https://image.24vids.com/tw-1970522053586645279/amplify_video_thumb/1970491914937081866/img/D9OpvrrrLAODBiPb.jpg)
[ trading places ] #4: a very bad 💩podcast about VC #secondary 2️⃣, broken unicorns 🦄💔& busted carry 😱 this week in 2ndry: we talk #SPVs #KYC and #liquidity w/ Nik Talreja CEO Sydecar [ tech + vc news ] 01:14 — the #IPO window is WIDE OPEN: Klarna Figma Netskope StubHub 07:00 — Trump + Xi say US TikTok US deal is happening — Oracle takeover @bytedance 10:16 — Fed cuts 25bps → bullish for tech [ intvw: Nik Talreja CEO Sydecar ] 13:30 — lawyer → LP → #sydecar 20:00 — “you can buy a barge in Alaska w/ an SPV” 26:00 — continuation vehicles & liquidity [ valuation: Stripe @ $91B] 57:59 — #stripe vs Adyen comps 01:03:00 — 2021 $100B val = bubble outlier 01:06:00 — conclusion: $90B = just right ✅ [ opp: omni ventures ] 01:06:14 — sushant sharma on Omni Venture Labs 01:09:20 — exits via corp m&a > unicorn daydreams 01:11:00 — unlocking alpha: niche vc thesis thx for following our very bad 💩VC podcast — SMASH that FOLLOW button and maybe we can afford a happy meal 🍔🤓 & a beer 🍺
trading places19,153 views • 8 months ago
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