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private tech companies

3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Jun 27, 2022 by Sonali De Rycker · across every show →

Everything said about private tech companies, oldest first

Jun 27, 2022
Assertion Not checkable as stated
De Rycker: Startups are avoiding priced rounds to prevent valuation down-marks
“And the challenge is that people are just not interested in going out and getting an outside mark right now. They much rather just put their head down and take the capital that they have and keep going.”
Sonali De Rycker Jun 27, 2022 ▶ 14:15 Sonali De Rycker | How I Became a Partner at Accel; Type 1 vs. Type 2 Mistakes | 20VC #902 · 20VC with Harry Stebbings
Jun 12, 2025 negative
Assertion Not checkable as stated
Lemkin: Private secondary liquidity instantly vanishes when company growth slows
“I think if your growth struggles, it's, it instantly evaporates.”
Jason Lemkin Jun 12, 2025 ▶ 24:04 Elon’s Empire: SpaceX, Tesla, Neuralink After the Storm & Anduril’s $2.6BN Power Move · 20VC with Harry Stebbings
Mar 16, 2026 bearish
Prediction Not checkable as stated
Rajaram: High-valuation, low-growth startups will become zombies and sell to PE
“A bunch of them are going to become zombie companies, And they're going to try to add AI features as a last resort, not succeed and be sold to PE.”
Gokul Rajaram Mar 16, 2026 ▶ 28:56 Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
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