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OpenLP
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@Open_LP

OpenLP

@Open_LP
OpenLP aggregates & amplifies insights across the venture ecosystem to demystify the LP perspective. Powered by LGT Capital Partners
openlp.com
Joined March 2016
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  • @Open_LP
    OpenLP
    @Open_LP
    Aug 31
    Once you've seen a trillion-dollar startup is buildable on a venture timeline, you can't unsee it. Capital's chasing the pink elephant & "the pedestrian double or triple is but a vestige of a bygone era." Honest take from @ethankurz on today's bifurcated venture market 🩷🐘
    @ethankurz
    Ethan Kurzweil
    Chemistry
    @ethankurz
    Aug 31
    The venture market is increasingly bifurcating into two camps: massive consensus bets and contrarian companies as far from the heat as the dark side of the moon. There will be gems - and false gold - in both.
    Article cover image
    Article
    Go Big or Go Broke – The Middle Ground is Gone
    “Don’t think about a Pink Elephant!” I remember this common test from growing up that proved how little control we have over our thoughts. My result was just like everyone’s: nothing less than a...
  • @Open_LP
    OpenLP
    @Open_LP
    Aug 26
    🚨Calling all emerging mgrs! Applications now open to one of the biggest VC EM events of the year: 11/4/26 @EqualVentures' Emerging Manager Circle (EMC) brings EMs together w peers & experienced GPs/LPs to share insights on building enduring venture firms. 🙏TY to this year’s
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  • @Open_LP
    OpenLP
    @Open_LP
    Aug 20
    1/ A solo GP & Thiel Fellow who invests in one founder at a time and moves them under his own roof. @Joshuabrowder calls Browder Capital "a one-person YC" — & it might be the most literal interpretation of high-conviction investing in venture. 🧵New Origins Pod
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  • @Open_LP
    OpenLP
    @Open_LP
    Aug 20
    Consensus can look smarter than it is for a long time. Strong companies keep raising & earning higher marks, reinforcing consensus long before outcomes are known. But paying up ≠ outsized returns. Great @AngelList research shows no clear link btwn seed valuation & 10x returns
    @credistick
    Dan Gray
    @credistick
    Aug 19
    Venture capitalists continually get consensus wrong, because the early signs are promising and it takes so long to watch it play out. Building on @arian_ghashghai's post below, this excellent research from Abe Othman: angellist.com/blog/are-conse… Consensus (inferred by price) is
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  • @Open_LP
    OpenLP
    @Open_LP
    Aug 6
    Enduring technology shifts rarely arrive overnight. They spend 5-6 years looking niche before the market catches up. By the time they've hit peak attention, much of the opportunity has already been created. A+ research on hype & signals from @Konstantine & @ochonaut (@sequoia)
    @Konstantine
    Konstantine Buhler
    @Konstantine
    Aug 5
    Should you chase hype or ignore it? The tech industry has been debating this for decades. So at @sequoia, we dug into 20 years of hype data. This summer, I worked with Sequoia intern @ochonaut to measure hype over the past 2 decades. The chart below ranks the most hyped topics
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