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dislocation in the market

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 11, 2025 by Jason Lemkin · across every show →

Everything said about dislocation in the market, oldest first

Dec 11, 2025 bullish
Opinion
Lemkin: Airwallex at $8B valuation is a market dislocation opportunity
“I think ADEX ARR is a good deal. You trust great founders to figure it out. I think it's a fine deal. It sounds like a dislocation in the market, and you could do worse than invest in a dislocation in the market.”
Jason Lemkin Dec 11, 2025 ▶ 1:30:48 SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
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