WH145: Fordham VC Class, Guest Speaker: Angelo Santinelli

About this episode

Angelo Santinelli discusses AI investing and venture capital trends with student voices at Fordham.

We hosted Angelo Santinelli , VC legend and masterclass-level thinker, for a no-holds-barred convo on AI investing, dry powder drama , and the VC flywheel . Fordham and Harvard alum, he went deep in the paint on his storied career and current and future trends, inspiring all of us. Big shoutoutto our sharp student voices: Brendan Johnson , Cole Bellissimo Benedict , and Bismaad Gulati for stellar questions that sparked 🔥insights. Tap in to hear why LPs hold the power , AI's Jetsons moment is here , and how FOMO fuels the market . 00:00 Intro 04:00 Capital Invested 07:30 First Time Funds / Managers / Power Shifting to LPs 08:48 Venture Trends 011:50 Fly Wheel of Investing 012:50 Secondaries 16:53 Dry Powder + ‘Market Constipation’ 18:35 Student Brendan Johnson Q re: Ai Startup Concentration 22:40 Investment FOMO 23:35 Student Cole Benedict Q re: DeepSeek + Timing of Capital Commitment 26:20 Student Bismaad Gulati Q re: Medical Ai 31:20 Ai Robots Trajectory / Jetsons shoutout / Ai Revolution 35:41 Longer Holding Periods in PE / Market Fluctuations 42:12 Student Cole Benedict Q re: Funding Smaller Operations 44:10 Student Brendan Johnson Q2: Perspective from Investor / Operator…

People in this episode

Guest: Angelo Santinelli

Topics covered

• AI investing
• venture capital
• investment trends
• dry powder
• LP power

Keywords

• FOMO
• VC flywheel
• market fluctuations
• medical AI

Mentioned in this episode

Products: AI, DeepSeek

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