industry
also referred to as: the industry
4 statements across 4 episodes · 0 bullish · 2 bearish · 4 people on the record · first statement Jun 14, 2019 by Brad Bao · across every show →
Everything said about industry, oldest first
Jun 14, 2019 bearish
Majority of smaller micro-mobility players will struggle to survive
“It's too early in the industry to say that what could happen, but I would say, though, some of the learning we have from the history that There might be some form of consolidation, but majority of them that it will be just smaller ones will be having a hard ti…”
May 24, 2022 negative
Zeev: Institutional LP diligence processes add absolutely no value
“Something must be wrong in an industry where they take, you know, weeks and sometimes more to make a decision that is like, they knew what the decision was before they started to do, you know, the work and the work has no value whatsoever. It's just that that'…”
Mar 19, 2025 neutral
Singlehurst: Post-2021 trauma drives venture investors to herd into safe consensus deals
“I think that there is like a herding into a much smaller number of names. I think that's quite a sort of understandable, like, human psychology here, right? The industry is still digesting the trauma of twenty-twenty-one and the pullback in twenty-twenty-two. …”
Nov 20, 2025 neutral
O'Driscoll: VC reaction cycles take up to seven years
“In the end, the only thing that matters is returns. The only question is how long does in the end take? We're in an industry which has very long reaction cycles. You know, you put in the money, you don't get single for five years, you don't figure it out for s…”