2008

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Oct 8, 2018 by Woody Marshall · across every show →

Everything said about 2008, oldest first

Oct 8, 2018 positive
Insight
Marshall: Only high-quality businesses survive major economic downturns
“Well, I think that the way that we think about it is the way that I think about it is that only quality is durable, and if you look at 2000 and then the 2008, you had some folks that just came into the market talk about bubbles. Only the true quality businesse…”
Woody Marshall Oct 8, 2018 ▶ 4:34 20VC: Learnings From Backing The Likes of Spotify and Airbnb, The World of Growth Investing Today and The Right Way For Investors To Think About Liquidity with Woody Marshall, General Partner @ TCV
Sep 25, 2025 neutral
Disclosure
Jason Lemkin is 0% cash, mirroring his 2008 fund allocation
“Well I'm excited because just like 2008 at the moment, I'm zero percent cash.”
Jason Lemkin Sep 25, 2025 ▶ 20:18 The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
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