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Superclusters - The Emerging LP Podcast
Superclusters by David Zhou
73 episodes
5 days ago
Superclusters is a podcast designed to help the emerging LP think like an established LP allocating to venture capital as an asset class. Our goal is to answer one question: How do the world's wealthiest institutions and individuals pick VC firms to invest in?
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Investing
Business
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All content for Superclusters - The Emerging LP Podcast is the property of Superclusters by David Zhou and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Superclusters is a podcast designed to help the emerging LP think like an established LP allocating to venture capital as an asset class. Our goal is to answer one question: How do the world's wealthiest institutions and individuals pick VC firms to invest in?
Show more...
Investing
Business
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Peter Walker as You've Never Seen Him Before | Peter Walker | Superclusters | S6PSE3
Superclusters - The Emerging LP Podcast
56 minutes 16 seconds
1 week ago
Peter Walker as You've Never Seen Him Before | Peter Walker | Superclusters | S6PSE3

“You’re making decisions in an incomplete vacuum. What I think many people should do more of, in terms of those mental models, is frame it in the reverse. Which of these decisions am I going to make that is the most regret-minimizing? That I have the least likelihood of regretting later on in life, assuming that in most cases, I will be wrong.” — Peter Walker

The holiday season has always been a great time to celebrate the movers and shakers in our world. This season we're celebrating my personal favorites in the VC and startup world. This episode, it's with my man, Peter Walker, who creates some of the industry's most talked charts and graphics around the ebbs and flows of tech innovation.

Peter Walker runs the Insights team at Carta, where he works to make startups a little less opaque for founders, investors, and employees. Prior to Carta, he was a marketing executive for the media analytics startup PublicRelay and led a data visualization team at The Atlantic magazine. He lives in San Francisco, but you can find him on LinkedIn (see links below).

You can find Peter on his socials here:

LinkedIn: https://www.linkedin.com/in/peterjameswalker/

X / Twitter: https://x.com/PeterJ_Walker

OUTLINE:

[00:00] Intro

[02:52] Peter's first brush with entrepreneurship

[11:49] 996 work culture

[17:11] Peter's disclaimer on his data

[21:27] Regret-minimization when investing

[24:24] One example of regret-minimization

[26:07] How does Peter choose which conferences to go to

[29:33] Conference panels are often bad

[36:22] The incongruencies of what GPs say publicly and privately

[41:43] Peter's first data visualization

[44:18] Why is soccer underrated in the US?

[46:10] What great lengths has Peter gone for his friends?

[48:21] One worrisome trend we're going to see in 2026

[52:18] One optimistic trend to look forward to in 2026


Follow David Zhou for more Superclusters content:

For podcast show notes: https://cupofzhou.com/superclusters

Follow David Zhou's blog: https://cupofzhou.com

Follow Superclusters on X: https://x.com/SuperclustersLP

Superclusters - The Emerging LP Podcast
Superclusters is a podcast designed to help the emerging LP think like an established LP allocating to venture capital as an asset class. Our goal is to answer one question: How do the world's wealthiest institutions and individuals pick VC firms to invest in?