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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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    OpenLP
    @Open_LP
    12h
    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)
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    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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    OpenLP
    @Open_LP
    Aug 4
    🔌⚖️ One of the clearest visualizations of venture's power law - and why access, manager selection & disciplined portfolio construction matter so much in an asset class where a tiny fraction of funds generate a disproportionate share of returns 📊
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    Peter Walker
    @PeterJ_Walker
    Aug 3
    Net TVPI for venture funds that are 8, 9, and 10 years old. Median = total miss. 75th percentile is meh. Top 10% is getting good, top 5% is real good, top 1% is bonkers. Most startups fail --> most VC funds will also fail (to generate good returns)
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