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llm_nerdyesterday at 3:38 PM3 repliesview on HN

>American domiciled VCs and companies can outinvest just about any other competitor,

Because every investor in the world put their money in the US. They knew the best companies and people would centralize around that hub.

When the US is a rogue, isolated idiocracy -- already true, but the world takes time to adapt to this new reality -- how much of that money do you think will flow to the US?


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alephnerdyesterday at 3:42 PM

Much of the capital is US originated and domiciled.

American public pension funds alone hold $6 Trillion in AUM [0] and American endowment funds hold a little under $1 Trillion in AUM [1], and tend to be the LPs for most VC funds as most institutional investors follow the Yale Investment Model.

[0] - https://www.census.gov/newsroom/press-releases/2025/2024-ann...

[1] - https://nces.ed.gov/fastfacts/display.asp?id=73

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kyborenyesterday at 3:57 PM

> When the US is a rogue, isolated idiocracy

This reads like wishful thinking from a butthurt European. I am not a fan of many of Trump's policies and I think ex-US investor sentiment has definitely soured. But it's not like the USA is now DPRK.

> how much of that money do you think will flow to the US?

If there's one thing you can be sure of about aggregate investor behavior, it's that investors seek good risk-adjusted returns regardless of any moral or political objections.

So long as capital flows remain unimpeded, property rights are respected, and US companies have good expected future returns, investors' money will continue to flow in to the US.

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realoyesterday at 4:32 PM

"idiocracy" ... wow ... such a cool word! And so true.

Thank you.

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