2023年6月13日

简介Chamath Palihapitiya,风险基金社会资本、红杉资本退出的时候说中国是可以理解的,该公司可能会让印度业务保持连接。ETtech Chamath Palihapitiya,硅谷投资人硅谷投资者Chamath Palihapitiya说风险投资公司红杉资本决定分出它的印度合作伙伴没有合理考虑它是世界上增长最快的经济体之一。Palihapitiya社会资本经营风险基金表示,虽然红杉资本的退出中国是可以理解的,该公司可能会让印度业务保持连接。红杉资本本身分割成三个——印度和东南亚公司为达到峰值十五伙伴Shailendra辛格之下,尽管中国实体将为红山,掌舵的明星Neil沈交易撮合者。我们公司将继续运行红杉资本,鲁洛夫•博塔为首,连同其欧洲业务。“中国在很大程度上是为未来30 - 40年就没戏。因此抛弃…我很惊讶关于为什么他们将允许印度离开,“总播客Palihapitiya说,他和Jason Calacanis公司主机,大卫·萨克斯和大卫·弗里德伯格。他说,沈,他认为“精英”的定义在出口方面取得了超过十亿美元的投资者,并返回“运行红杉中国业务都可以做得很好”,但表示,没有人在红杉印度谁是“精英”。“印度是一个国家以每年6%的速度增长…我不知道为什么你会让他们离开…你想要把他们自己因为它使美国业务更好看,因为你可能会分化,“他说在总播客。发现你的兴趣的故事”红杉印度,我不认为有很多讨论。 And so maybe what Roelof ( Botha) decided this team is just not very good. So we might as well just cut it and we can revisit it later. They probably have some number of years of a non-compete and then they could come back into the market five years with a totally new team and that may be easier. It's hard to process returns from two totally different funds, right..,” he said. Palihapitiya – the former Facebook executive, currently has a number of lawsuits filed against him by investors who got burned following his unsuccessful push for special purpose acquisition companies (SPACs), or blank-cheque companies – also did not agree with Sequoia Capital’s rationale that its portfolio companies facing conflict was one of the reasons behind the split. “That happens in the United States. Sequoia has always been known to fund everybody that they think will make money no matter how much they compete, no matter where they are. Sequoia as an organisation is elite. They're there to make money for their LPs (limited partners),” he said. In an emailed interview with ETtech , Peak XV managing director Shailendra Singh, said with the split, the investment firm will reduce cross-border portfolio conflicts. “For example, prominent Sequoia India SaaS companies like Druva, Clevertap, Sirion Labs and Atlan Data have all had this issue, where there is a Sequoia Capital portfolio company that competes with them. As the India to global SaaS ecosystem grows rapidly, we expect this issue to become more difficult over time. Now, with separate brands, we can avoid this issue,” Singh had said. Palihapitiya, speaking during the podcast, pointed out that the reasoning was being given “to hide the fact that this is an organisation that’s had some missteps”. “They're not on solid ground, they've lost a lot of money and they're trying to figure out what to do next. However, if I was running that organisation, I would have probably done nothing. And just let the dust settle,” he added. Sequoia Capital globally, prior to the split, had about $56 billion in assets under management. Over the last 17 years, Sequoia India and Southeast Asia raised 13 funds and invested in over 400 startups in the region, with over 50 companies valued at $1 billion. Its portfolio has seen 19 initial public offerings and merger & acquisition deals, resulting in $4.5 billion of realised exits so far. Its latest fund for the region, at $2.85 billion, will continue to be deployed under Peak XV. Currently, the India & Southeast Asia entity has $9 billion worth of assets under management, having backed some of the top consumer internet startups in India, including Razorpay, Ola, Cred, Byju’s, Unacademy, Mamaearth and Pine Labs. The firm has dry powder, or uninvested capital, of $2.5 billion, which it will deploy in startups across the India and Southeast Asia region. Don’t miss out on ET Prime stories! Get your daily dose of business updates on WhatsApp. click here! Tuesday, 13 Jun, 2023