Minisode: The Brutal Math Behind VC Consolidation
Podcast: Origins: Inside Venture CapitalPublished On: Wed Apr 29 2026
Description: Origins hosts Nick Chirls (GP, Asylum Ventures) and Beezer Clarkson (LP, LGT Capital Partners) unpack a recent conversation with David Clark, CIO of VenCap International PLC on megafunds vs small funds and a16z returns. They also discuss Beezer’s article “I See Dead VCs,” which explores how VC is in the first meaningful industry-wide contraction in modern venture history, risks to seed formation, and the workstreams required for emerging managers to institutionalize and endure.For a monthly roundup of the latest venture insights, including the newest Origins episodes, subscribe to the OpenLP newsletter – delivered straight to your inbox: https://subscribe.openlp.vcCHAPTERS:00:00 Welcome to Origins00:33 David Episode Takeaways02:01 I See Dead VCs Article02:59 Venture Contraction Data04:17 Fund Survival Math05:47 Seed Ecosystem Risk07:35 What Gets You to Fund Two08:48 Building a Durable Firm11:13 Traits of Long Run ManagersLearn more about OpenLP: https://openlp.vcLearn more about Asylum Ventures: https://asylum.vcLearn more about VenCap: https://www.vencap.com/Read Beezer’s article “I See Dead VCs”: https://www.linkedin.com/pulse/i-see-dead-vcs-elizabeth-beezer-clarkson-uc4xc/
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