마이다스 리스트: 기술 투자자와 산업 변화

마이다스 리스트는 IPO와 인공지능의 영향을 받은 전 세계 상위 기술 투자자 순위를 매겼으며, 주목할 만한 변화와 여성 투자자의 증가가 두드러졌습니다.

### 포브스 마이다스 리스트 2021 하이라이트 AI 지배력, 여성 대표성, 중국의 미래
* 🦄 포브스 마이다스 리스트는 벤처 캐피털리스트들을 중심으로 세계 최고의 기술 투자자를 선정하는 데이터 기반의 최종 순위로, **2000년부터 발표**하고 있습니다.
* 📈 지난 10년 동안 이 리스트에는 저명한 투자자들이 은퇴하고 **OpenAI, 에어비앤비, 바이트댄스 등의 기업이 등장**하면서 새로운 얼굴들이 등장했습니다.
* 💡 역사적으로 **IPO가 목록의 가장 큰 동인**이었지만, 최근 몇 년 동안 **중요한 IPO가 줄어들면서 목록이 정체**되고 있습니다.
* 🤖 인공지능은 올해의 주요 테마로, **OpenAI, 허깅 페이스, 앤트로픽**과 같은 기업을 후원하는 투자자들이 순위에 올랐습니다.
* 👩 올해 명단에는 **13명의 여성**이 포함되었는데, 이는 전년 대비 소폭 개선된 수치이지만 여전히 **대표성 제고에는 미치지 못**합니다.
* 🇨🇳 중국 투자자가 **17명**으로 여전히 중국의 비중이 높지만, 중국에 기반을 두지 않는 기업도 늘고 있으며, 새로 추가된 기업 중 **2개는 중국 사업을 매각한 해외 기업의 파편**입니다.
* 🚀 스페이스엑스는 높은 기업 가치로 일부 상장 기업 못지않은 영향력을 가진 주목할 만한 기업이지만, **상장 여부에 대한 질문은 아직 답이 나오지 않은 상태**입니다.

hi I'm David jeans. I'm a tech reporter at Forbes. Uh, today I'm uh very happy to be joined by Alex Conrad, who is the editor of the Midas list. And uh, I'm wondering Alex if you could give us a bit of a primer uh on the Midas list for those of us at home who are not living, breathing, eating Venture Capital. Yeah, no problem David. Thanks. Thanks for having me. Um, so I've been the editor of the Midas list for 10 years, and Forbes has been doing the list for 23 years. If you're wondering what the heck it is, why we've done it for so long, it is the ranking of the top Tech investors in the World, Venture capitalists, we call them. And Forbes has been making that definitive, data-driven ranking since 2000, with one year off during the financial crisis of the ODS. Wow, but for a very long time is um, I guess I mean maybe just before we launch into this year's list, could you give me a bit of an idea of like

what you've seen over the past 10 years from when you when you started working on the list to now. Like what's the major shift that you've sort of saying? You know, it's interesting to see these different companies and investors kind of have these highs and lows over the list. You know, in the years we've seen three prominent people retire from last year's list. So, some Titans of the industry, who people may have heard of before, like Gary Tan, who retired because he's now a president and COO of Y Combinator, a big startup accelerator. He's off the list this year. You know, then you have folks like Michael Moritz and Bill Gurley, who are investors in companies like Stripe and Uber. They have retired and they're off the list. Then you have all these new faces come on over the years, thanks to newer companies, whether it's OpenAI or Airbnb going public or ByteDance in China. So, in the past year, there's been a lot that has changed in the

tech space at large. I wonder what you, how this, uh, appears in the list, and what, what's been the major shift of the past 12 months. On the one hand, the Midas list has been a little more stagnant in the last couple of years than I would have liked to see. I feel a little bit sometimes like that meme of John Travolta standing in the empty room, kind of looking around because we want to see more IPOs, and IPOs have been historically the biggest driver of the list, whether it was Google back in the day, to Facebook, to, you know, more recently, a company like Airbnb or Snowflake in Enterprise. Those IPOs create huge liquidity events for their investors, and for the Midas list, that is the pinnacle. You want to be returning money to investors. That is what a venture capitalist is ultimately supposed to do. Lately, it's been more podcasting and tweeting, but making money is ultimately the name of the game for them, and so those IPOs are what you really want to see. And so one thing

that's interesting. With this year's list, you're seeing a couple companies like Snowflake and Airbnb on their last legs, but they were just so big that the IPOs that we've seen more in more recent months haven't really had that effect on the list yet. You know, a company like Rubric was a great IPO or Klaviyo last year, but they were kind of small compared to those Airbnb, and so we're still seeing those older companies being big drivers on the list with a big caveat of private companies like SpaceX and Open AI starting to push people up the ranks. Well, talking about Open AI, I wonder just the AI question, is AI driving up certain investors on the list this year? It definitely is, and AI is a big theme on this year's Midas list. It starts with our number one of the list, Alfred Lin from Sequoia, who was number one two years ago and then dropped to number three. He is one of a couple investors who are key backers of

Sam Altman at OpenAI. Obviously, Sam and OpenAI have been in the news quite a lot recently, and not only for good news. Plenty of kind of tougher news too, but it's a huge company in the AI space. And SEOA and Alfred were instrumental in that behind-the-scenes effort last year to try to kind of keep Sam in power there. So, it's a theme with him. You also see people like Reed Hoffman and Vinod Khosla move into the top 10. Vinod is the biggest mover of people who are already on the list this year, going all the way into the top 10 from the 80s because he was the first institutional check into OpenAI. But then you see Hugging Face, Anthropic, other companies are starting to drive investors higher up on the list as well. Any surprising newcomers that you've noticed? We have actually more returnees, people who had dropped off the list and then are coming back on like Randy Glein and Key SpaceX.

investor who dropped off the list for 10 years, and he's back. Um, he was on the first one I worked on, and then I never saw him again, and now he's back. Um, so, we're seeing some of these rures eight of them back on the list and only six true newcomers this year. But one of the more interesting true newcomers is someone I think you know, uh, the co-founder of Anduril Defense Tech, Trey Stevens, at Founders Fund. So he's on the list, uh, for his investment in Anduril as well as some other bets, um, and I think that's interesting to see maybe defense Tech getting represented on the list. Um, he's someone that you've also reported around as well in your coverage, right David? Yeah, um, I think that especially recently we've been focusing a lot of our reporting efforts on looking at the defense tech space and more broadly that, uh, sort of clashing of ideologies of Silicon Valley and Pentagon, and it's actually born huge, uh, multi-billion dollar companies. We've seen a lot of

unicorns emerge. Um, but I think that there remain the big question mark over, uh, how investors, uh, and the general sector is going to view Andre at, at a potential exit because, you know, if Andre makes a really solid exit, then it will boost the rest of the defense Tech space. But if it's lukewarm or not what people are expecting, then it'll have a ripple effect that I don't think, um, you know, we can foresee at the moment. So, well, Trey, Trey being on there is now our, our flag planted for that category with Midas. But we have seen paler be a big driver on the list in the past. Peter teal is always pretty high on the Midas list. And what's interesting is that you don't get on Midas if you're a co-founder of one of these companies just for the equity of founding the company, although that is how a lot of these people become billionaires, not necessarily just their Investments. But then folks like Trey and Peter also work at Venture funds.

invest in the companies that they've co-founded as well, and that's how they get on to Midas. Which is why you'll see Peter there, you'll see Trey there, but not necessarily someone like Joe Lawdale who's been on the list in the past for Paler, but is not on this year. So that's one kind of interesting quirk of venture capital. What about how many are we seeing more or less women on the list this year? So we have 13 women on the list this year, that's two more than the past couple years. So slight improvement. Of course, we would like to see even better representation moving more to that 50/50 over time, but 133% is a small improvement. One of the more notable returnees is Annie Lamont, the first lady of Connecticut, who is the co-founder of a firm called Oak HTFC and has done some interesting digital health companies. We've also seen a notable newcomer woman from China, Annabelle U Long of Buy.

Capital, which used to be Burman's investment arm, there. China, interestingly, has the same number of investors this year as last year: 17. But I would say it's kind of a softer year for China because a couple of those investors, from what we've heard, are spending more of their time in Singapore and are increasingly not really China-based anyway. And we've seen Chinese investors drop down on the list a little bit; they're not quite as high up. Um, and interestingly enough, uh, two of the firms on the Midas list this year didn't exist last year because they are splinters of international firms that wanted to divest their Chinese business. So, I'm, as you've written about, as we both know, um, for our audience to know, there's been a lot of pressure, uh, to divest certain Chinese businesses in the US. And so, Sequoia and GGV Capital, which both put a lot of people on the list each year, splintered off their Chinese firms. So, you see Hong Shan, which is formerly Sequoia's China.

business and granite Asia, which was part of GGV, both now putting the same people on the list but under a new banner. Um, where do you expect that we're going to see that trend go? I mean, are we going to see less Chinese investors on the list in the years to come, or do you think it will be harder for Chinese investors to make Midas moving forward? I think that, you know, we're waiting to see if ByteDance and Xiaomi, if these companies can actually go public. You know, there was an interesting report just this week that Xiaomi has had to maybe table hopes of going public in the US, and that historically was how these Chinese investors did so well on Midas. Their companies would get really big, they'd do business in the US, they'd go public in the US. I don't know if that's still going to happen, and I think what happens to ByteDance is a huge question mark, you know, with the TikTok potential shutdown. So I would say maybe tougher times for China.

on the Midas list in the next few years, is there one big surprise that you came across when you putting the list together where you were like what happened there well I do think SpaceX is a really interesting company here because it is so big you know it's valued approaching $200 billion that it's already as powerful as some public companies in putting people on the Midas list but is it ever going to go public you know Does Elon really want it to go public there's been chatter that maybe uh starlink you know the satellite business that you've written about might get spun out and go public um maybe SP SpaceX goes public what what do you think do you think that's a possibility because that would be a massive driver on Midas you know in future years it's another sort of TBD on on the future of that company there too awesome yeah I mean all in all I would say it was an interesting year for Midas where we saw AI moving up maybe China moving down um

some notable names saying goodbye to the list um becoming you know alumni of the list moving forward. But I do think that in the next couple years, if we do see companies like SpaceX or others, you know, Stripe is a great example, finally going public, that's when you may see a whole new herd of faces onto the Midas list in the future. Alex thanks for joining us e.

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마이다스 리스트: 최고의 기술 투자자를 선정하는 최종 순위

23년 전 포브스에서 만든 마이다스 리스트는 데이터 기반 분석을 바탕으로 세계 최고의 벤처 캐피털리스트 순위를 매깁니다.

지난 10년 동안 이 리스트에는 저명한 투자자들이 은퇴한 반면, 에어비앤비나 바이트댄스 같은 기업의 성공으로 새로운 얼굴들이 등장했습니다.

지난 12개월 동안 마이다스 리스트는 IPO에 집중하던 기존 방식 대신 팟캐스트나 트위터와 같은 비전통적인 유동성 이벤트로 옮겨가면서 정체기를 보였습니다.

올해의 마이다스 리스트에 AI가 미치는 영향

스노우플레이크와 에어비앤비 같은 오래된 대기업이 여전히 마이다스 리스트를 지배하고 있는 반면, 신규 기업공개는 아직 주요 동력이 되지 못하고 있습니다.

인공지능은 올해 목록에서 중요한 테마로, 투자자들은 OpenAI와 같은 기업을 지지하고 순위가 상승하는 것을 목격했습니다.

또한 일부 투자자의 복귀와 함께 방위 기술 분야를 대표하는 Anduril Defense Tech의 트레이 스티븐스 등 의외의 신예들이 새롭게 이름을 올렸습니다.

안드레가 방위 기술 분야에 미치는 영향

투자자들은 안드레의 잠재적 퇴진과 이것이 방위 기술 부문에 어떤 영향을 미칠지 불확실합니다.

트레이가 마이다스 명단에 이름을 올렸다는 것은 이 부문에서 트레이의 입지가 확고하다는 것을 의미하며, 애니 라몬트, 애너벨 유 롱과 같은 유명 인사가 포함된 여성 명단의 증가는 성별 대표성이 약간 개선되었다는 것을 보여줍니다.

중국 투자의 변화와 마이다스 리스트

마이다스 리스트의 중국 투자자들은 싱가포르에서 더 많은 시간을 보내고 있으며, 일부 기업은 매각 압력으로 인해 중국 사업을 분리하는 등 이전만큼 높은 순위를 차지하지 못하고 있습니다.

중국 기업이 미국 상장에 직면한 어려움으로 인해 마이다스 리스트에 포함된 중국 투자자들의 미래는 불확실하며, 이는 마이다스 리스트에서 중국이 더 힘든 시기를 겪게 될 가능성이 있습니다.

미래의 마이다스 리스트에 대한 SpaceX의 잠재적 영향력

SpaceX의 엄청난 가치와 향후 기업공개 가능성으로 인해 이 회사는 마이다스 리스트의 주요 기업이 될 수 있습니다.

이 회사의 IPO 가능성은 Stripe과 같은 다른 회사들과 함께 향후 몇 년 동안 마이다스 리스트에 새로운 유명 인물을 등장시킬 수 있습니다.

AI의 변화하는 환경과 목록에서 중국의 존재감, 그리고 몇몇 유명 인사들의 이탈은 마이다스에게 흥미로운 한 해를 만들었습니다.