The Minutes of David Sacks on venture capital https://minutesof.com/david-sacks/on/venture-capital/ Everything David Sacks has said on venture capital: 2 verbatim quotes from June 2026, each with a timestamp and a link to the recording it came from. en Wed, 09 Sep 2026 00:33:58 +0000 Sacks explains that fund size divided by 20 to 25 portfolio companies determines check size and market positio https://minutesof.com/q/5d779c20-19a6-4318-9011-6782a289d317/ https://minutesof.com/q/5d779c20-19a6-4318-9011-6782a289d317/ “I think fund size determines fund strategy and the size of your fund because you're gonna divide your fund size by 20 to 25 names to achieve some portfolio diversification and construction.” — All-In Podcast Tue, 09 Jun 2026 15:07:00 +0000 venture capital Sacks questions whether writing $50 million checks in late venture beats playing the noisy early stage game. https://minutesof.com/q/b7aa9401-ba1a-4d11-b27a-5ce961364e56/ https://minutesof.com/q/b7aa9401-ba1a-4d11-b27a-5ce961364e56/ “You know, you're writing $50,000,000 checks. You just kinda wait for the breakouts as opposed to playing in this really noisy super early stage game.” — All-In Podcast Tue, 09 Jun 2026 15:07:00 +0000 venture capital