capital scarcity

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jun 10, 2021 by Jay Simons · across every show →

Everything said about capital scarcity, oldest first

Jun 10, 2021 positive
Insight
Simons: Capital scarcity forces early-stage companies to build ROI discipline
“Capital scarcity can also benefit you. You know, we were forced to kind of fund the business from the cash register, and I think that created, you know, a discipline. It created a compelling need to really, really materially understand ROI, and so anywhere we …”
Jay Simons Jun 10, 2021 ▶ 29:12 20VC: Why and How The Best Companies Build Economies Around Themselves, When, Why and How To Build Effective Partner/Channel Networks & The Power of Compounding Growth in SaaS with Jay Simons, General Partner @ Bond
Feb 23, 2026 negative
Insight
Swisher: Capital scarcity breeds better early-stage startups than overfunding
“Sometimes I think when growth funds in particular chase venture companies, right? We've talked about that delineation point. That's where I think it can get quite dangerous. It can make companies complacent. It can make companies spend too much on things that …”
Lucas Swisher Feb 23, 2026 ▶ 42:36 Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.