AGENDA:
04:22 Sequoia's Leadership Transition
09:46 Michael Burry's Big Short on Nvidia and Palantir
17:41 Gamma Raises $100M at a $2BN Valuation
32:34 Does Defensibility Exist Today When Copying is Easy
40:31 Should All Funds Be Way More Diversified
47:12 How to Run a Fundraising Process & What Not To Do
57:57 Datadog Surges 20% and Duolingo Crashes: What Happened
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