We hosted Angelo Santinelli, VC legend and masterclass-level thinker, for a no-holds-barred convo on AI investing, dry powder drama, and the VC flywheel. Fordham and Harvard alum, he went deep in the paint on his storied career and current and future trends, inspiring all of us. Big shoutoutto our sharp student voices: Brendan Johnson, Cole Bellissimo Benedict, and Bismaad Gulati for stellar questions that sparked đ„insights.
Tap in to hear why LPs hold the power, AI's Jetsons moment is here, and how FOMO fuels the market.
00:00Â Intro
04:00 Capital Invested
07:30 First Time Funds / Managers / Power Shifting to LPs
08:48 Venture Trends
011:50 Fly Wheel of Investing
012:50 Secondaries
16:53 Dry Powder + âMarket Constipationâ
18:35 Student Brendan Johnson Q re: Ai Startup Concentration
22:40 Investment FOMO
23:35 Student Cole Benedict Q re: DeepSeek + Timing of Capital Commitment
26:20 Student Bismaad Gulati Q re: Medical Ai
31:20 Ai Robots Trajectory / Jetsons shoutout / Ai Revolution
35:41 Longer Holding Periods in PE / Market Fluctuations
42:12 Student Cole Benedict Q re: Funding Smaller Operations
44:10 Student Brendan Johnson Q2: Perspective from Investor / Operator
49:30 Fordham âRamilyâ Appreciation
51:50 Building Skills + Building Network
This episode is part of the âProf Pâ series on the Whiskey Hue Stream. Recorded in part for my Fordham Gabelli students.
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For more info on:
1. Venture, Tech, Sports & Investing, visit: â â â â â â â AtulPrashar| LinkedInâ â
2. The on-demand investment course, âVC: Ideation Through Executionâ: â https://tinyurl.com/APsVCCourse