Deploying $1.3B Into Global Tech

The video discusses investment strategies in tech companies through primary and secondary markets, focusing on global tech leaders like Bytedance, Figma, and Anthropic. It highlights the importance of not taking outsized positions and the excitement around investing in technology due to trends like AI and data infrastructure. The discussion also covers market valuations, the interest in US tech companies, and the future outlook for private markets.

What are the implications of the change in leadership in Washington on investment opportunities?

What is the firm's outlook on the valuations of public markets compared to private markets?

How does the firm plan to approach investments over the next few years?