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tech valuation multiples

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Feb 4, 2021 by Justin Fishner-Wolfson · across every show →

Everything said about tech valuation multiples, oldest first

Feb 4, 2021 bearish
Prediction Open · timeframe Feb 2041
Fishner-Wolfson: Unprecedented 2021 tech revenue multiples will not persist long-term
“Are they going to be true in 20 years that everything's going to trade this high? That seems relatively unlikely.”
Justin Fishner-Wolfson Feb 4, 2021 ▶ 21:14 20VC: Why VCs Should Care More About Cost of Capital and Less About Ownership, Investing Lessons from working with Peter Thiel at Founders Fund, Why Liquidity Aligns Incentives Between Founders and Investors & Why It Is The Last Double That Matters in Ven
Aug 21, 2025 bearish
Prediction Not checkable as stated
O'Driscoll: 33% chance AI demand slows and multiples compress within 24 months
“I can contemplate at least a one in three chance that sometime in the next 12, maybe 24 months, that demand slows down just enough that people penciling stuff out to the sky suddenly realize maybe it will taper down. And at that point, a lot of these multiples…”
Rory O'Driscoll Aug 21, 2025 ▶ 1:03:15 Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings
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