• Unicorn & Blockbuster Hunting, Emerging Fund Returns & Southeast Asia VC Landscape - E524

  • 2025/01/16
  • 再生時間： 29 分
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Unicorn & Blockbuster Hunting, Emerging Fund Returns & Southeast Asia VC Landscape - E524

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  • Jeremy Au discussed the financial returns of venture capital. Firstly, he explored the concept of power law returns, emphasizing that only 4% of startups generate 10-50x returns, with examples like WhatsApp achieving 50x and Zoom delivering 22x even at later stages. He highlighted this phenomenon's prevalence in industries such as Hollywood (blockbusters vs. average films) vs. aviation (budget airlines). Secondly, he explained the three-fund trajectory for venture capitalists to become established, while noting that Fund 1 and Fund 2 for emerging managers often outperforming due to industry veterans leveraging insider insights—citing crypto as an example where early adopters thrived in the 2010s. Lastly, he underscored the importance of governance, pointing out how founder-investor relationships hinge on balancing control rights and trust. He used examples such as the OpenAI coup attempt vs. Sam Altman and Southeast Asia’s reputation for financial mismanagement to stress the implications of governance misalignment and regulatory challenges in the region. Watch, listen or read the full insight at https://www.bravesea.com/blog/vc-power-law-bets Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts
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Jeremy Au discussed the financial returns of venture capital. Firstly, he explored the concept of power law returns, emphasizing that only 4% of startups generate 10-50x returns, with examples like WhatsApp achieving 50x and Zoom delivering 22x even at later stages. He highlighted this phenomenon's prevalence in industries such as Hollywood (blockbusters vs. average films) vs. aviation (budget airlines). Secondly, he explained the three-fund trajectory for venture capitalists to become established, while noting that Fund 1 and Fund 2 for emerging managers often outperforming due to industry veterans leveraging insider insights—citing crypto as an example where early adopters thrived in the 2010s. Lastly, he underscored the importance of governance, pointing out how founder-investor relationships hinge on balancing control rights and trust. He used examples such as the OpenAI coup attempt vs. Sam Altman and Southeast Asia’s reputation for financial mismanagement to stress the implications of governance misalignment and regulatory challenges in the region. Watch, listen or read the full insight at https://www.bravesea.com/blog/vc-power-law-bets Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts
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