10X Capital Podcast
The 10X Capital podcast interviews the world's premier institutional investors to deliver insights on how they manage their capital. Interview topics include investment decision frameworks, capital allocation strategies, GP/LP relationships and many more.
E39: Guy Perelmuter on Generating Alpha in Deeptech
Guy Perelmuter of GRIDS Capital sits down with David Weisburd to discuss his investment strategy, the unique portfolio construction of deep tech companies, and the potential of DeepTech. They delve into the paradox of AI, its impacts on the labor force, and discuss the ideal GP relationship and transparency. They also touch on LP value-add and the importance of overcommunication.
Key Points
- Diversifying across multiple sectors within deep tech can mitigate risks and provide consistent returns, even if it means forgoing the potential for extremely high returns.
- The convergence of advanced AI techniques and biotechnology holds immense promise for revolutionary advancements in healthcare and longevity.
- Building trust and maintaining transparent communication between LPs and GPs is crucial for long-term success and resilience during challenging times.
Chapters
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Transcript
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