early stage wins
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 6, 2020 by Ravi Viswanathan · across every show →
Everything said about early stage wins, oldest first
Apr 6, 2020 positive
Viswanathan: Late-stage venture investing requires much higher valuation discipline
“So price does matter in the later stage because you're not really thinking about, you know, when you're thinking about a hundred X, 500 X, thousand X, whatever it is, those extreme early stage wins. If you pay 50% off for Two, three X off doesn't really matter…”