S&P Global

also referred to as: s&p

4 statements across 4 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement Sep 11, 2017 by Andy Weissman · said 8 times in 4 episodes since 2016 · across every show →

Mentions by year

brought up most by Brendon Cassidy (4), Douwe Kiela (2), Rory O'Driscoll (1), Howard Lindzon (1)

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Everything said about S&P Global, oldest first

Sep 11, 2017 neutral
Insight
Weissman: Traditional VC works near-perfectly for software, but nothing else
“I believe on one point that early stage software technology based venture capital is a near perfect craft for what it does. And by that, I mean, it is a near perfect allocation of a certain type of capital, risk capital, into endeavors that are focused on retu…”
Andy Weissman Sep 11, 2017 ▶ 16:17 20VC: USV's Andy Weissman on The Future of The VC Industry, Why USV Does Not Vote On Investment Decisions & Why VCs Should Be Invisible
Aug 25, 2025 bearish
Prediction Held up
Deeter: Venture Capital Index Will Underperform S&P 500 Again
“Historically, it has underperformed the S&P and probably will again in this case but you'll make money.”
Byron Deeter Aug 25, 2025 ▶ 1:13:15 BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
Oct 6, 2025 negative
Insight
Feldman: S&P 500 Investors Face Heavy Tech Concentration Risk, Not True Diversification
“If people continue to think the S&P is sort of an index of the global economy or, and it's not, It's 30% or 50%, seven companies. Then they're exposed to sector risk that they weren't signing up for. They thought they were diversified. And in fact, they're hea…”
Andrew Feldman Oct 6, 2025 ▶ 37:57 Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
Jun 25, 2026 positive
Assertion Supported
O'Driscoll: Only Nvidia and Google outperformed the S&P in last 18 months
“Over the last 18 months since 2025, only two of the Mag seven have outperformed the S&P. It's NVIDIA and Google”
Rory O'Driscoll Jun 25, 2026 ▶ 12:32 DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
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