
22 replies

What do you think of this policy decision? Economic impact it may have?

"The action will largely impact private equity and venture capital firms as well as US investors in joint ventures with Chinese groups."

I am looking for the guidelines as they announced that they will provide guidelines on what banned and authorized

Interested to learn more. Thanks for sharing

but typically in my case my thesis is built around leveraging Cloud, AI and Quantum infrastructure for techbio

among our potential LPs we have Chinese infrastructure companies

we have known about the sensitivity issues here since the beginning and it reflected in the discussions a lot

So you’ll need to derisk your LP list based on potential issues related to policy?

This force much more in a way the need to clear separation of legal entities so that there is no spile over

Agreed

which is complexity that I do not wish to introduce as a first time manager as I need to focused on getting from point A to B in raising

More time on the jurisdiction, legal, and adherence to policy will be important as you navigate

so it forces you in a way to make decision such as cutting /putting on hold some of your discussions with certain LPs

Makes sense

to be fair none of the geopolitics have been neither the reason of slow fund raising in our case

concerns have been more on :
. better alignment btw LP and thesis
. building track record through warehousing
. building operations to operate on our promise as we have an accelerator model
. better alignment btw LP and thesis
. building track record through warehousing
. building operations to operate on our promise as we have an accelerator model
Thursday, August 10, 2023

Khaled: here is also why it is news worthy from a macro economic perspective


at some point something is going to have to give
Friday, August 11, 2023


cc Khaled
Thursday, August 17, 2023

Seems its targeted specifically to, "investments in technologies like semiconductors, quantum computing and artificial intelligence"
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