emerging markets

7 statements across 7 episodes · 3 bullish · 3 bearish · 6 people on the record · first statement Apr 22, 2022 by Bill Cillufo · across every show →

Everything said about emerging markets, oldest first

Apr 22, 2022
Insight
Cillufo: Emerging market startups must solve huge end-to-end problems to succeed
“We've seen so many businesses, particularly in emerging markets, that if they don't challenge very huge problems, you're just not going to get anywhere.”
Bill Cillufo Apr 22, 2022 ▶ 37:32 20VC: How Today's Market Changes How Companies Should Approach Burn and Runway, Are Financing Markets Closing? How To Know When To Pay Up vs Stay Price Disciplined & Why The Most Important Thing in Venture is Generating Positive Selection with Bill Cilluf
Jun 4, 2022 negative
Assertion Not checkable as stated
Wenzel: Supply chain inefficiency is the core operational difference in emerging markets
“The single biggest difference between emerging markets and basically some of the so-called like Western countries is the severe. Unefficiency in supply chain management that we see in emerging markets.”
Ralf Wenzel Jun 4, 2022 ▶ 1:05:18 Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
Sep 16, 2022 positive
Opinion
Kanovich: Western tech leaders are blind to Chinese companies' emerging market ambition
“The level of innovation, the level of hard work, the ambition I saw there was mind blowing, and I was blind to it up until one year before, and I think many of us are blind, so the level of ambition that Chinese companies have in emerging markets, it's undenia…”
Sebastian Kanovich Sep 16, 2022 ▶ 22:52 dLocal CEO Sebastian Kanovich: The $8BN Company You Might Not Know | 20VC #926 · 20VC with Harry Stebbings
Nov 11, 2022 bullish
Prediction Held up
Escobari: Emerging markets will automatically create $5B-$10B+ global companies
“Just watch us create five, ten billion dollar plus companies, global companies out of the emerging markets. It's going to happen automatically. You know, FOMO. FOMO will take care of it.”
Martin Escobari Nov 11, 2022 ▶ 51:10 Martin Escobari: How to Invest During a Recession; Negotiation Tips; Developing Markets | 20VC #948 · 20VC with Harry Stebbings
Apr 28, 2023 negative
Disclosure
Harry Stebbings: Investing in Emerging Markets Was My Biggest Mistake
“Well, my biggest mistake was investing in emerging markets.”
Harry Stebbings Apr 28, 2023 ▶ 30:35 Sarah Guo: On Her New $101M Fund; How AI Impacts Inequality; AI Startups vs Incumbents | E1007 · 20VC with Harry Stebbings
Jul 17, 2023 negative
Assertion Supported
Mohnot: 2021 emerging market seed valuations hit $20M despite hard exit paths
“People started paying, like, seed rounds at twenty million dollar valuations, and in, in a market that's gonna be a really tough path to get to a billion dollar plus exit.”
Sheel Mohnot Jul 17, 2023 ▶ 13:48 Sheel Mohnot: How I Got Married in the Metaverse; Founder vs Product vs Market | E1035 · 20VC with Harry Stebbings
Oct 2, 2023 positive
Opinion
Stebbings: Market Structure Matters More Than Founder Quality in Venture Capital
“No matter how good the entrepreneur is, fuck it, sorry, if the market is so challenged, which emerging markets are right now. There are great businesses in emerging markets, which will never raise because all us cash is golf for anywhere in the majority of eme…”
Harry Stebbings Oct 2, 2023 ▶ 43:02 Phin Barnes: The Services Model of Venture Capital is Broken, The Best Founders Do Need Help | E1067 · 20VC with Harry Stebbings
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