Thomas takes an overarching look at venture capital, IPOs and unicorns (in similar vein as Coatue’s EMW presentation).
Nothing new for people thinking about startup and venture capital investing (regardless of founders, venture or growth investors or limited partners investing in funds). But delivered as a tightly packed 20 mins covering many of the most important points, including data and benchmarks and a good description of how public market investors think when they look at unicorns.
