venture capital ecosystem
3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Dec 6, 2022 by Martin Casado · across every show →
Everything said about venture capital ecosystem, oldest first
Dec 6, 2022
Casado: Venture industry will become a barbell of scale-ups and boutiques
“I actually think it's a barbell. I think that You know, either you're operating at scale and, you know, you can help a company everywhere from seat through public. I think that's one end. And let's, we'll talk about that because that's your specific question. …”
Mar 19, 2025 bullish
Singlehurst: Bending Spoons targets broken VC-backed businesses
“And their addressable market basically is the broken parts of the venture capital ecosystem, which is companies that are good products, but really bad businesses. And they can take these good products and make them amazing businesses. By virtue of being part o…”
Aug 21, 2025 bearish
O'Driscoll: An AI adoption slowdown would trigger a venture capital Armageddon
“We're way out there on the risk curve, every one of us right now, right? And the only thing between us and Armageddon is AI adoption. If AI adoption keeps happening, this whole wagon train keeps on rolling, and we're all going to be fine, and we're going to ge…”