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Eric Liaw

12 statements across 1 episodes · 1 bullish · 5 bearish · 1 people on the record · first statement Apr 8, 2022 by Eric Liaw · said 3 times in 2 episodes since 2023 · across every show →

On the record as a speaker too: Eric Liaw's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Harry Stebbings (2), Tom Loverro (1)

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2024 2 mentions in 1 episode
2023 1 mention in 1 episode

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Everything said about Eric Liaw, oldest first

Apr 8, 2022 bullish
Prediction Didn’t hold up
Liaw: 2022 tech M&A volume will slightly exceed 2021
“I expect maybe a little bit more M&A this year than last year, just because last year there wasn't that much of it.”
Eric Liaw Apr 8, 2022 ▶ 11:49 20VC: What Happens To Growth Rounds in this New Environment? Where is the Funding Crunch? How Does This Impact M&A and Going Public? How do Crossover Funds Respond? What Does it Mean For Early Stage and more with Eric Liaw, General Partner @ IVP
Apr 8, 2022 neutral
Prediction Held up
Liaw: Salesforce will pause major M&A while digesting Slack
“Now, I think Salesforce is probably going to be quiet for a little bit as they digest Slack.”
Eric Liaw Apr 8, 2022 ▶ 12:27 20VC: What Happens To Growth Rounds in this New Environment? Where is the Funding Crunch? How Does This Impact M&A and Going Public? How do Crossover Funds Respond? What Does it Mean For Early Stage and more with Eric Liaw, General Partner @ IVP
Apr 8, 2022 negative
Opinion
Liaw: Venture capital has lost sincerity due to a self-congratulatory echo chamber
“I think that, hey, did you hear so-and-so did this seed? And then that becomes the A, and then everyone's like, oh, you're so smart. Like, it's lost some of the sincerity, and that's too bad.”
Eric Liaw Apr 8, 2022 ▶ 35:26 20VC: What Happens To Growth Rounds in this New Environment? Where is the Funding Crunch? How Does This Impact M&A and Going Public? How do Crossover Funds Respond? What Does it Mean For Early Stage and more with Eric Liaw, General Partner @ IVP
Apr 8, 2022 negative
Opinion
Liaw: Regulatory fear has chilled M&A for Meta, Google, Amazon, and Apple
“I think that probably the bigger challenge is for a lot of the biggest mega cap tech companies, fear of regulation and regulatory authority intervention is probably causing a lot of them to say, this is probably not worth our time, right? So it's kind of a fun…”
Eric Liaw Apr 8, 2022 ▶ 11:53 20VC: What Happens To Growth Rounds in this New Environment? Where is the Funding Crunch? How Does This Impact M&A and Going Public? How do Crossover Funds Respond? What Does it Mean For Early Stage and more with Eric Liaw, General Partner @ IVP
Apr 8, 2022 neutral
Insight
Liaw: High entry valuation multiples require path to $300M+ revenue
“If something's five or ten million, but you really have conviction, it can become three, four, five hundred million in revenue, then the 600 to a billion entry price is still fine. If it's like five, 10, and you think it's gonna maybe get to a hundred, a 150, …”
Eric Liaw Apr 8, 2022 ▶ 15:21 20VC: What Happens To Growth Rounds in this New Environment? Where is the Funding Crunch? How Does This Impact M&A and Going Public? How do Crossover Funds Respond? What Does it Mean For Early Stage and more with Eric Liaw, General Partner @ IVP
Apr 8, 2022 neutral
Insight
Liaw: Distrusting a CEO's decision means investing in the wrong person
“And then you have to go back to, well, you don't trust your CEO to make the decision. You probably invested in the wrong company or person.”
Eric Liaw Apr 8, 2022 ▶ 25:35 20VC: What Happens To Growth Rounds in this New Environment? Where is the Funding Crunch? How Does This Impact M&A and Going Public? How do Crossover Funds Respond? What Does it Mean For Early Stage and more with Eric Liaw, General Partner @ IVP
Apr 8, 2022
Insight
Liaw: Board members will always know less about companies than CEOs
“There's no way as a board member investor, I will know more about what's going on inside of a company Then the CEO, if I do, there's a major problem, but I shouldn't, and I will know a lot less.”
Eric Liaw Apr 8, 2022 ▶ 27:47 20VC: What Happens To Growth Rounds in this New Environment? Where is the Funding Crunch? How Does This Impact M&A and Going Public? How do Crossover Funds Respond? What Does it Mean For Early Stage and more with Eric Liaw, General Partner @ IVP
Apr 8, 2022 negative
Disclosure
Liaw: Passing on Datadog's Series B was his biggest career regret
“Biggest regret in my career was not investing in Datadog a lot earlier than when we ultimately did. We loved The company, it was probably nine or eleven million dollars in revenue at the time. This is probably the 2014 time frame, and they raised a series B. S…”
Eric Liaw Apr 8, 2022 ▶ 21:11 20VC: What Happens To Growth Rounds in this New Environment? Where is the Funding Crunch? How Does This Impact M&A and Going Public? How do Crossover Funds Respond? What Does it Mean For Early Stage and more with Eric Liaw, General Partner @ IVP
Apr 8, 2022
Insight
Liaw: Early-stage venture is about picking; late-stage is about access
“I think at earlier in seed stages, I think there's Probably more picking going on. I think that those stages companies need capital or else they're likely to die. Capital is more like a necessity. I think as you get much, much later sort of companies that are …”
Eric Liaw Apr 8, 2022 ▶ 6:49 20VC: What Happens To Growth Rounds in this New Environment? Where is the Funding Crunch? How Does This Impact M&A and Going Public? How do Crossover Funds Respond? What Does it Mean For Early Stage and more with Eric Liaw, General Partner @ IVP
Apr 8, 2022 bearish
Prediction Held up
Liaw: Growth stage startups will be hit hardest by market correction
“I think growth will be hit the hardest, because there, the universe of alternatives, particularly for some of the largest investors, is Private company A at multiple X or public company B at multiple Y.”
Eric Liaw Apr 8, 2022 ▶ 13:19 20VC: What Happens To Growth Rounds in this New Environment? Where is the Funding Crunch? How Does This Impact M&A and Going Public? How do Crossover Funds Respond? What Does it Mean For Early Stage and more with Eric Liaw, General Partner @ IVP
Apr 8, 2022 neutral
Insight
Liaw: Boards Must Replace CEOs Who Have Lost Board Confidence
“If the consensus view ends up being that the CEO has lost the confidence of the board, then I think the board has a responsibility to make a tough decision. The CEO serves at the pleasure of, for the shareholders, and the board is actually supposed to be the o…”
Eric Liaw Apr 8, 2022 ▶ 26:01 20VC: What Happens To Growth Rounds in this New Environment? Where is the Funding Crunch? How Does This Impact M&A and Going Public? How do Crossover Funds Respond? What Does it Mean For Early Stage and more with Eric Liaw, General Partner @ IVP
Apr 8, 2022 bearish
Prediction Held up
Liaw: 2022 public listings and SPAC activity will decline from 2021
“I think there will still obviously be new listings and direct listings and probably not as many SPACs. That's a different topic. I do think you'll still have some activity, but not like last year.”
Eric Liaw Apr 8, 2022 ▶ 11:30 20VC: What Happens To Growth Rounds in this New Environment? Where is the Funding Crunch? How Does This Impact M&A and Going Public? How do Crossover Funds Respond? What Does it Mean For Early Stage and more with Eric Liaw, General Partner @ IVP
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