20VC: From $8BN to $19BN: Inside WashU's Endowment Fund | SpaceX Made Up 20% of Our AUM | Why Europe and China Has So Much Opportunity | The Reckoning That is Coming for AI Companies with Scott Wilson

Scott Wilson, CIO of WashU's $19 billion endowment, outlines the concentrated investment philosophy that drove its growth from $8 billion. He explains why he sold 75% of the portfolio upon arrival, how SpaceX became a 20% position, and why standard diversification caps venture returns. Wilson also forecasts a coming AI shakeout, sees deep value in European and Chinese markets, and reveals why he walked away from Sequoia Capital.