twenty-twenty-one

4 statements across 4 episodes · 1 bullish · 3 bearish · 3 people on the record · first statement May 29, 2020 by Avi Meir · across every show →

Everything said about twenty-twenty-one, oldest first

May 29, 2020 bullish
Prediction Didn’t hold up
Avi Meir: Business travel in 2021 will surpass 2019 levels
“I'm willing to bet That business travel will grow in twenty-twenty-one. Not based on twenty-twenty, based on twenty-nineteen.”
Avi Meir May 29, 2020 ▶ 13:41 20VC: TravelPerk's Avi Meir on Why 2021 Will Be A Record Year For Business Travel, The 3 Priorities For All Founders During COVID, What VCs Can Do To Really Support Their Founders In A Recession
Aug 9, 2023 bearish
Prediction Not checkable as stated
Lemkin: 2021-level venture market peak will not return for 20 years
“It's gonna take 20 years to experience that moment again. It will happen again. It's every 20 years, right?”
Jason Lemkin Aug 9, 2023 ▶ 0:01 Jason Lemkin: Every VC has a FRAUD in their portfolio; The IPO market is about to EXPLODE | E1046 · 20VC with Harry Stebbings
Jul 24, 2024 negative
Opinion
Lemkin: VCs are pretending market liquidity has returned to 2021 levels
“In venture, we're all pretending. You know, early-stage folks have never worried about liquidity, and the late-stage guys gotta deploy money. The time's ticking on these funds, so you gotta deploy them. We're praying, we're hoping liquidity comes back. We're i…”
Jason Lemkin Jul 24, 2024 ▶ 0:00 Jason Lemkin: Crowdstrike, WTF Happens From Here? Wiz Rejects Google’s $23BN Acquisition Offer|E1181 · 20VC with Harry Stebbings
Feb 2, 2026 negative
Disclosure
Zeev: Overpaid by 3x to 4x on every 2021 deal
“Well, I think in general in twenty-twenty-one, pretty much every deal that I did, most actually I shouldn't because these are quality companies, but every single deal I probably paid. Three or four X, what I should have, because that was the market.”
Oren Zeev Feb 2, 2026 ▶ 30:12 Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
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