mega platforms

3 statements across 2 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement May 5, 2025 by Bucky Moore · across every show →

Everything said about mega platforms, oldest first

May 5, 2025 bullish
Prediction Not checkable as stated
Moore: Only five to six mega VC platforms will dominate the market
“It doesn't appear as though the supply of capital from platforms like the one that I've just joined or some of the others that we've talked about is going to go up in, in, in size. And so again, you could argue that these five to six firms kind of have this ca…”
Bucky Moore May 5, 2025 ▶ 11:46 Bucky Moore @ Lightspeed Venture Partners: Why You Cannot Do VC If You Do Not Do Pre-Seed · 20VC with Harry Stebbings
May 5, 2025 negative
Opinion
Stebbings: Mega VC platforms destroy seed investing with jumbo rounds
“I think you mega platforms are destroying seed. Time and time again, I see 10 on 50, and it is not good for the company, and you beat us. Like, to be clear, you beat the seed funds, because you just come in and buy it. I get it. We do three on 15, you guys com…”
Harry Stebbings May 5, 2025 ▶ 20:25 Bucky Moore @ Lightspeed Venture Partners: Why You Cannot Do VC If You Do Not Do Pre-Seed · 20VC with Harry Stebbings
Aug 7, 2026 negative
Opinion
Frankel: Mega-Fund Seed Checks Are "Call Options" Bad for 95% of Founders
“Well, the problem is the mega platforms are taking call options. So is this good for the mega platforms? Is this good for the LPs or is this good for the entrepreneurs? Well, probably for 95% of the entrepreneurs, it's not good.”
David Frankel Aug 7, 2026 ▶ 22:06 The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
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