Origins - Inside Venture Capital, Hosted by a GP and an LP

OpenLP from Sapphire Partners
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Hosted by a General Partner (GP) and a Limited Partner (LP), Origins dives into the venture capital ecosystem to learn how the people behind the money make decisions: How LPs choose VC funds to invest in, what drives performance in venture, the dos and don'ts of fundraising, what founders/entrepreneurs/CEOs need to do to raise a Seed, Series A and beyond, what it takes to go from emerging manager to franchise VC, and the latest private market trends and dynamics shaping the investment ecosystem. Origins is co-hosted by GP Nick Chirls and LP Beezer Clarkson.

  1. 4 DAYS AGO · BONUS

    Minisode: Can LPs Diversify in an AI-Obsessed World?

    Origins host Beezer Clarkson,  LP at Sapphire Partners and co-founder of OpenLP, and Nick Chirls, GP at Asylum Ventures, unpack their recent conversation with Sarah Tavel, Partner at Benchmark. Together they discuss their takeaways from Sarah’s recent decision to take a step back at Benchmark to fully focus on AI, getting into the lessons they can learn from that approach and what that means for the future of artificial intelligence. They also discuss the current state of venture in light of this decade’s AI boom, and theorize where this will put the ecosystem in the future. This episode of Origins is supported by Sydecar. Visit https://sydecar.io/origins-podcast to learn more. Learn more about Sapphire Partners: https://sapphireventures.com/sapphire-partners Learn more about OpenLP: https://openlp.vc Learn more about Asylum Ventures: https://asylum.vc Learn more about Benchmark: https://benchmark.com Read Sarah’s Substack Posts: https://sarahtavel.com For a monthly roundup of the latest venture insights, including the newest Origins episodes, subscribe to the OpenLP newsletter – delivered straight to your inbox: https://subscribe.openlp.vc Sydecar, Inc. (“Sydecar”) has acted as a financial sponsor within this Origins podcast. Sapphire Ventures, LLC (“Sapphire”) is not affiliated with or invested in Sydecar. CHAPTERS: 0:00 Welcome to Origins 0:48 How Do We Carve Out More Time For Thinking? 3:02 How Are LPs Handling AI Risk? 6:02 Can You Achieve AI Diversity as an LP?

    10 min

  2. 21 OCT

    Becoming AI Native with Benchmark’s Sarah Tavel

    Eight years after becoming the first female partner at Benchmark, Sarah Tavel recently took on a new role as Venture Partner that allows her more time to fully immerse herself in AI, all while continuing to make new investments on behalf of Benchmark and serving her current portfolio. She sat down with Beezer Clarkson, Partner at Sapphire Partners, and Nick Chirls, Partner at Asylum Ventures, to unpack her learnings over the past few months, including what it means to be truly AI native, how the future of AI is social (not solo), and what that means for AI tools and the people who use them. She also discusses the importance of protecting your time as a VC and the advantages of devoting time each week to play. This episode of Origins is supported by Sydecar. Visit sydecar.io/origins-podcast to learn more. Learn more about Sapphire Partners: https://sapphireventures.com/sapphire-partners Learn more about OpenLP: https://openlp.vc Learn more about Asylum Ventures: https://asylum.vc Learn more about Benchmark: https://benchmark.com Read Sarah’s Substack Posts: https://sarahtavel.com For a monthly roundup of the latest venture insights, including the newest Origins episodes, subscribe to the OpenLP newsletter – delivered straight to your inbox: https://subscribe.openlp.vc Sydecar, Inc. (“Sydecar”) has acted as a financial sponsor within this Origins podcast. Sapphire Ventures, LLC (“Sapphire”) is not affiliated with or invested in Sydecar. CHAPTERS: 0:00 Welcome to Origins 1:46 Living & Breathing AI 8:58 AI As Both Solo & Social 16:13 What Does It Mean to be AI Native? 23:19 How Do Our Brains Need to Adapt to AI? 31:37 How AI Immersion Has Changed Sarah’s Investment Strategy 37:56 Looking For AI Frontier Companies & the Businesses Around Them

    42 min

  3. 7 OCT · BONUS

    Minisode: Is It 2021 All Over Again?

    Origins host Beezer Clarkson,  LP at Sapphire Partners and co-founder of OpenLP, and Nick Chirls, GP at Asylum Ventures, dig into their recent conversation with Alex Edelson, LP at Slipstream. They discuss whether a spate of recent 100X multiples means we’re living 2021 all over again, why that’s led people to deploy but not fundraise, and the level of curiosity you need to be an exceptional LP. This episode of Origins is supported by Sydecar. Visit https://sydecar.io/origins-podcast to learn more. Learn more about Sapphire Partners: https://sapphireventures.com/sapphire-partners Learn more about OpenLP: https://openlp.vc Learn more about Asylum Ventures: https://asylum.vc Learn more about Slipstream: https://www.slipstreaminvestors.com/ For a monthly roundup of the latest venture insights, including the newest Origins episodes, subscribe to the OpenLP newsletter – delivered straight to your inbox: https://subscribe.openlp.vc Sydecar, Inc. (“Sydecar”) has acted as a financial sponsor within this Origins podcast. Sapphire Ventures, LLC (“Sapphire”) is not affiliated with or invested in Sydecar. CHAPTERS: 0:00 Welcome to Origins 2:01 Did We Learn Nothing From 2021? 4:09 High Prices, Quick Deployment 6:31 Venture Lives On Bubbles

    8 min

  4. 16 SEPT

    Fundraising as a Fund of Funds with Alex Edelson

    Alex Edelson’s Slipstream is a fund of funds that focuses on firms that are “difficult to find, evaluate and access.” Together with Beezer Clarkson, Partner at Sapphire Partners, and Nick Chirls, Partner at Asylum Ventures, Alex unpacks his strategy of investing in funds he believes can outperform, how to raise capital as an LP, and how to remain competitive against LPs investing in more established firms. The three of them also dig into a recent blog post by Beezer titled “Is Venture Broken?” - which explores the role of mega-funds in the early-stage market. You can read that here. This episode of Origins is supported by Sydecar. Visit https://sydecar.io/origins-podcast to learn more. Learn more about Sapphire Partners: https://sapphireventures.com/sapphire-partners Learn more about OpenLP: https://openlp.vc⁠ Learn more about Asylum Ventures: https://asylum.vc⁠ Learn more about Slipstream: https://slipstreaminvestors.com For a monthly roundup of the latest venture insights, including the newest Origins episodes, subscribe to the OpenLP newsletter – delivered straight to your inbox: https://subscribe.openlp.vc Sydecar, Inc. (“Sydecar”) has acted as a financial sponsor within this Origins podcast. Sapphire Ventures, LLC (“Sapphire”) is not affiliated with or invested in Sydecar. CHAPTERS: 0:00-Welcome to Origins 2:59-Why Start a Fund of Funds? 7:39-How Do LPs Raise Capital? 16:56-I’m the LP I Wanted to Work With As a GP 21:17-What Is Similar & Different Between Now and 2021? 30:41-What Is an Advantage One Day Is Table Stakes the Next 34:18-You Don’t Need a Big Winner to Have An Amazing Small Fund 39:08-Is Venture Broken?

    49 min

  5. 26 AUG · BONUS

    Minisode: Curiosity, Chemistry, and Keeping Relevance Across the Partnership

    Origins host Beezer Clarkson,  LP at Sapphire Partners and co-founder of OpenLP is rejoined by Nick Chirls, GP at Asylum Ventures to unpack her recent conversation with Sunil Dhaliwal and Mike Dauber of Amplify Partners. They discuss partner dynamics, the importance of maintaining relevance for the long haul, and the different ways curiosity can show up. Plus, Nick & Beezer dig into whether they count as extroverts at work and introverts everywhere else. Learn more about Sapphire Partners: ⁠https://sapphireventures.com/sapphire-partners⁠ Learn more about OpenLP: ⁠https://openlp.vc⁠ Learn more about Asylum Ventures: ⁠https://asylum.vc Learn more about Amplify: https://amplifypartners.com Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox. CHAPTERS: 0:00 Welcome to Origins 2:18 ”I’m Not Gonna Be a Solo GP Forever” 6:07 Pushing Decision Making to the Edge at Amplify 9:24 How Are You Relevant Five Years From Now? 13:24 Investors: Introverts or Extroverts?

    14 min

  6. 12 AUG

    Backing Outliers in Venture with Sunil Dhaliwal & Mike Dauber

    Sunil Dhaliwal founded Amplify in 2012, and was joined by his longtime friend and colleague Mike Dauber in 2014. Beginning as one of the first solo GP, early-stage, sector-focused funds, Amplify has now grown to a team of 9 partners investing in the next generation of applications tools and platforms for developers, data teams, and ML engineers focused on AI, cloud infrastructure, and data security. Mike and Sunil sit down with Beezer Clarkson, Partner at Sapphire Partners, to discuss their strategy of building for outliers, shaping founders into leaders, and making it easy for their GPs to back non-consensus companies. They also unpack their recent $900 million raise and their first dedicated biotech fund, Amplify Bio. Learn more about Sapphire Partners: ⁠https://sapphireventures.com/sapphire-partners⁠ Learn more about OpenLP: ⁠https://openlp.vc⁠ Learn more about Asylum Ventures: ⁠https://asylum.vc Learn more about Amplify: https://amplifypartners.com For a monthly roundup of the latest venture insights, including the newest Origins episodes, subscribe to the OpenLP newsletter – delivered straight to your inbox: subscribe.openlp.vc CHAPTERS: 0:00 Welcome to Origins 2:17 The Origins of Amplify 5:21 Eliminating the Need for “Mr. Business” 10:25 Building Amplify for Outliers 25:08 Being Technical VCs in the Age of AI 28:47 Amplify Bio 36:19 Has Venture Actually Changed At All?

    41 min

  7. 22 JUL · BONUS

    Minisode: Are Major Incumbents Finally at Risk in the Age of AI?

    Origins hosts Nick Chirls, GP at Asylum Ventures and Beezer Clarkson,  LP at Sapphire Partners and co-founder of OpenLP, dig into their recent conversation with Will Manidis, SVP at Veradigm AI. They discuss the risks AI introduces to tech incumbents, and its potential to reshape both the healthcare system and improve patient outcomes. Learn more about Sapphire Partners: ⁠https://sapphireventures.com/sapphire-partners⁠ Learn more about OpenLP: ⁠https://openlp.vc⁠ Learn more about Asylum Ventures: ⁠https://asylum.vc Learn more about Veradigm: https://veradigm.com/ Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox. CHAPTERS: (0:00) Welcome to Origins (1:41) Humor in Venture? (3:17) Are Incumbents Finally At Risk? (6:25) How Extremely Online is Nick?

    8 min

  8. 8 JUL

    Merchant Banks: Venture’s Next Act with Will Manidis

    Before he sold his company to Veradigm, Will Manidis’s Science.io developed an AI model that allowed doctors to translate mountains of medical documents into usable data to improve patient outcomes. Today Will is the SVP of AI at Veradigm, and he sits down with Nick and Beezer to discuss how AI is impacting healthcare, how we can develop health systems with better outcomes, and what the future of venture might look like when compared to traditional merchant banking. Learn more about Sapphire Partners: ⁠https://sapphireventures.com/sapphire-partners⁠ Learn more about OpenLP: ⁠https://openlp.vc⁠ Learn more about Asylum Ventures: ⁠https://asylum.vc Learn more about Veradigm: https://veradigm.com/ For a monthly roundup of the latest venture insights, including the newest Origins episodes, subscribe to the OpenLP newsletter – delivered straight to your inbox: https://subscribe.openlp.vc CHAPTERS: (0:00) Welcome to Origins (2:01) Human vs. AI Content (Specifically Podcasts) (6:18) AI And the Future of Healthcare (17:55) Is Merchant Banking Venture’s Future? (25:17) When Does Venture Break? (32:42) “The Only Thing We Should Care About is the Shape of the Return Curve.” (37:24) “The Constraint Is No Longer Capital.”

    44 min
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Hosted by a General Partner (GP) and a Limited Partner (LP), Origins dives into the venture capital ecosystem to learn how the people behind the money make decisions: How LPs choose VC funds to invest in, what drives performance in venture, the dos and don'ts of fundraising, what founders/entrepreneurs/CEOs need to do to raise a Seed, Series A and beyond, what it takes to go from emerging manager to franchise VC, and the latest private market trends and dynamics shaping the investment ecosystem. Origins is co-hosted by GP Nick Chirls and LP Beezer Clarkson.

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