The Arden Letter

The Arden Letter

VCs: Would You Rather Be Yahoo or Google?

Today: Recent discussions about risk-adjusted returns in VC; Taleb’s tail-risk hedges; will you be Yahoo or Google?

Nicolas Colin's avatar
Nicolas Colin
Oct 05, 2020
∙ Paid

The Agenda 👇

  • Maybe VCs should diversify across larger portfolios

  • Or maybe VCs should purchase tail-risk hedges

  • More diffraction: the BlackRocks and Vanguards of VC

  • Imagine it’s 1999. Would you rather be Yahoo or Google?

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