Anthropic, Sequoia Investor: Why Public Markets Are Late at First | Vishal Verma
How do investors(LPs) invest in investors(VCs) when the world is changing so fast?Vishal Verma has invested in 20+ VC(Sequoia, Kleiner Perkins, Lightspeed, General Catalyst) funds and has seen 4 market cycles. Vishal has spent decades investing in and alongside some of the biggest venture funds in Silicon Valley.
In this episode, we cover the less talked about side of venture ecosystem: LPs, family offices, access, co-investments, fund cycles and how VC has changed.
We also discuss Anthropic, SpaceX, trillion-dollar IPOs, the shrinking Silicon Valley middle class, why large VC funds can no longer make small bets, roll-up strategies and what Vishal has learned from investing through multiple market cycles.
Watch this episode to learn how venture ecosystem works
00:00 From ISRO to Silicon Valley
04:06 From Operator to Investor
05:58 The Early Sequoia Bet
08:07 From $300M to $15B Funds
12:24 Access Matters More Than Capital
15:02 Building Redwood Collective
19:10 Trillion-Dollar IPOs
27:24 How Silicon Valley’s Mafias Compound
31:30 How VC Returns Changed
34:02 The Disappearing Middle Class
36:14 Why People Are Leaving California
37:36 Why Big Funds Can’t Make Small Bets
39:30 Why Unicorns Aren’t Enough Anymore
40:18 What Happens After the IPO
43:02 VC Firms Becoming Financial Giants?
45:56 Why He Ignores IRR
49:25 Is AI a Commodity?
53:10 Next Generation of VC Funds
59:00 Inside the Roll-Up Strategy
01:02:36 Surviving Four Market Cycles
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