Scott Wilson

Mentioned in 1 episode

"Cerebras specifically, for us that was a really big position at the IPO, and so we took some chips off the table and put some hedges on even pre-distribution. But we like Andrew and the team, so we'll continue to hold some of that."

Mentioned in 1 episode

"We have pretty decent exposure to Anthropic through a few of our partners."

Mentioned in 1 episode

"It's not like if Stripe goes public tomorrow, it should be in a different asset class."

Mentioned in 1 episode

"Lee and the board and Adam should get a lot of credit for the big win in SpaceX. I think that became such a large position for the portfolio. At one point north of 20% of the portfolio is in SpaceX."

Mentioned in 1 episode

"I wish we had a bigger allocation to the early stage Founders Funds as well."

Mentioned in 1 episode

"Benchmark, probably."

Mentioned in 1 episode

"We got Cerebras through a fund called Eclipse."

Mentioned in 1 episode

"We have stuff that we owned as a private company and it went public five years ago, like Nubank. It's in our 13F. We've owned that since it was a private company, it was distributed, and we still own it almost 5 years later."