What podcasts say about Erik Syvertsen
Every statement, with the speaker, the exact quote and the moment it was said.
What Erik Syvertsen has said on podcasts
27 statements · 12 positive · 8 negative · 1 mixed · 6 neutral
- on Agentic coding and startup distribution railsPositiveOct 21, 2026· How I Invest with David Weisburd
Agentic coding and distribution rails permanently accelerate startup growth signals
“that's a permanent trend because you have with agentic coding and the distribution rails that are in place today. The signal arrives so much faster”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 8:44
Successful startups can reach $10 billion valuations within 18 months
“valuations hit 10 billion kind of, you know, 18 months into a company's journey”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 9:06
Slow-growth startups led by misunderstood founders are now exceptions
“the slow burn companies where you have kind of a gifted, you know, misunderstood founder is really, you know, the exception of the rule today”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 9:12
Higgsfield was discussing a valuation roughly double its prior $5.4 billion round
“their last round was you know 5.4 billion and now there's like they're in talks to do something double”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 10:42
Multi-tranche valuation rounds are a minority of financing rounds
“it's a minority of rounds”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 13:55
Bazaar investing requires understanding each manager’s competitive advantage
“you have to understand why this particular manager has a right to win”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 31:56
A fund of funds is often appropriate for LPs lacking manager-selection expertise
“for a lot of LPs, then the right answer is a fund of funds”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 33:02
Approximately 0.5% of companies become breakout investments
“0.5% of companies end up being breakouts”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 34:36
A 200-company portfolio has about a 65% chance of containing a breakout
“If you get something like 200 companies, you'll get, this is just basic probabilities math, right? You'll get something like 65% probability that one of those companies will be a breakout”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 34:40
A 500-company portfolio raises breakout probability to about 90%
“If you size it up to about 500, then your probability goes up to about 90%”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 34:52
The 2021 venture vintage was challenging for investors
“2021, right? Very challenging year”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 35:51
Selling Anthropic Series C was a terrible investment decision in hindsight
“that was obviously a terrible decision”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 39:27
Systematic trimming can manage but cannot eliminate venture selling risk
“there is a way to manage that risk, but you certainly you can't eliminate it”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 40:16
Disciplined investing requires setting rules and following them systematically
“the difference, I think, between more kind of endowment style, disciplined investing is you're really running a program and you might, you know, you just set rules and follow those rules”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 41:11
Selling venture positions carries substantial signaling risk
“there is huge signaling risk in selling”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 42:44
Venture managers may keep holding to preserve founder relationships
“they don't want to piss off founders and will just keep holding”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 43:01
Most retail investors currently lack access to private startups
“most retail investors don't have access to the private markets, to private startups”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 45:34
The Magnificent Seven generate roughly 40%–50% of S&P returns
“40 to 50% of the returns, the S&P coming from the MAG7 alone”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 46:11
OpenAI, Anthropic, and SpaceX represent about $5.2 trillion in value
“you have kind of 5.2 trillion in value coming from OpenAI Anthropic and SpaceX alone”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 46:59
Private-market access vehicles are rapidly evolving
“the market is very rapidly evolving there”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 47:59
Individual investors are unlikely to build institutional-quality startup portfolios alone
“it's very unlikely that an individual investor is going to have the time, the expertise, and the access to build a portfolio of companies”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 49:41
Available online venture access has not enabled easy institutional-grade portfolios
“It's still been very, very difficult to build a, you know, institutional grade portfolio”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 50:17
Roughly one million accredited investors participate in venture through access platforms
“let's say it's 10x that. That's still only about a million accredited investors participating in venture”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 51:00
About 10% of accredited investors have meaningful venture access
“to say 10% of accredited investors have meaningful access in this asset class today is probably about right”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 51:09
Private startup exposure will become necessary in portfolios within five years
“there will be a sea change over the next, you know, call it five years, where it becomes a necessary part of people's portfolios to have private startup exposure”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 52:02
Multiple private companies are valued above one trillion dollars
“you have multiple trillion dollar private companies”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 53:09
Average investors need responsible venture access or will miss substantial returns
“you're going to need kind of the venture capital asset class and and then have a responsible way for the average investor to include that in their portfolio or they're just going to be missing a huge part of the of the kind of returns”
Open the episode · E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in StartupsListen at 53:36
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.