private market valuations

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Feb 14, 2022 by Geoff Lewis · across every show →

Everything said about private market valuations, oldest first

Feb 14, 2022 negative
Assertion Supported
Geoff Lewis: The public-private valuation disconnect has never been greater
“Is the disconnect between the public market valuations and the private market valuations to me has never been greater. And so that is the new variable where I think how that variable ends up playing out is going to be really key.”
Geoff Lewis Feb 14, 2022 ▶ 5:29 20VC: Bedrock's Geoff Lewis on Whether VCs Actually Provide Value or Not, Why Bedrock Does Not Have An Ownership Focus and The Difference Between Principles and Rules When Building a Firm or Company
Dec 11, 2025 bearish
Assertion Not checkable as stated
O'Driscoll: Private market valuations consistently fail public market contact
“Every time that private market valuations came into contact with public market valuations, private market valuations were found wanting.”
Rory O'Driscoll Dec 11, 2025 ▶ 5:34 SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
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