venture capital market
also referred to as: venture capital markets
28 statements across 25 episodes · 6 bullish · 17 bearish · 23 people on the record · first statement May 18, 2016 by Jenny Lefcourt · across every show →
Everything said about venture capital market, oldest first
May 18, 2016 negative
Lefcourt: 2014 venture dealmaking pace was irrational and unsustainable
“When I joined Freestyle, deals were going so fast and furious, and I would also say, Argue that I saw a lot of stupid stuff happening, things that I could recognize because I was here in 2001 and I was here in 2008. Right. And so I've seen the downturns and I …”
May 20, 2016 negative
Drury: New Zealand VC deals were capped at $3M around 2006
“So New Zealand, back sort of 10 years ago, And before, there really wasn't a sophisticated, ah, venture capital market. So probably the largest deal done had been maybe two to three million, and there wasn't a lot followed on something like that.”
Nov 7, 2016 negative
Caldbeck: Excess VC capital creates unnatural competition and irrational spending
“And too much funding for companies where the core business doesn't make sense, and so it really breeds unnatural competition, irrational behavior on the part of companies in terms of spend, and so you really do have to, I think, be a lot more thoughtful around…”
May 17, 2017 positive
Oct 11, 2017 neutral
May 15, 2020 positive
Kunst: Sidelined investors view the 2020 downturn as a necessary market right-sizing
“And there's a lot of money that had been sitting on the sidelines for the last Six, 1218 months, maybe still investing a little bit here or there, but their general feeling was the market's overheated, and now they're seeing a right sizing of that, and they're…”
Aug 3, 2020 bearish
Jurvetson Predicts VC Market Unraveling and Capital Scarcity by 2021
“I expect that we'll see that again, where things will feel just like you see in the public markets this time, as if nothing's happening. And then slowly but surely over the next year, this will all unravel and you'll have a period of scarcity.”
Oct 19, 2020 bearish
Feb 18, 2021 bullish
May 17, 2021 neutral
Deven Parekh argues insider signaling risk no longer prevents follow-on rounds
“I mean, the market has shown that the signaling risk is not that significant of a risk. That is entirely possible for us to invest in something earlier, for us to not pursue the next round, and for the companies still have to be able to raise capital.”
May 17, 2021 neutral
Aug 26, 2021 bearish
Nov 24, 2021
Jul 8, 2022 bearish
Aug 12, 2022 bearish
Bannister: Weak VC returns in seven years will force market discipline
“What's going to happen is there's going to be a reckoning, and there always is one, market will work itself out, where people look at their returns seven, eight years from now, and they're not going to be great. That will create some discipline in the market.”
Nov 21, 2022 bearish
Oct 18, 2023 bullish
Feb 5, 2024 negative
Feb 9, 2024 bearish
Bannister: Overpaying VCs face weak returns and a reckoning in 7-8 years
“What's going to happen is there's going to be a reckoning and there always is one market will work itself out where people look at their returns seven, eight years from now, and they're not going to be great. I think that will create some discipline in the mar…”
Apr 3, 2024 bearish
Stephens: The 2024 Venture Market Is Repeating 2021 Bubble Mistakes
“And I think now in 20, 24, looking back on what happened, it's very easy in retrospect to say, Wow. We really let that get out of hand. And now we've got, we have to do a recap. We have to do a down round. We have to do all this crazy structure, but we're doin…”
May 1, 2024 bearish
Apr 10, 2025 bearish
May 1, 2025 negative
Oct 23, 2025 bullish
O'Driscoll: ChatGPT ended the 2022 VC market correction within a year
“In the context of anyone playing this business from 2010 on, there has never been a period of longer than a year where there's been a substantive correction or a curtailment of capital. The only year would have been 22, twenty-three-ish, and God bless ChatGPT …”
Oct 23, 2025 bullish
Calacanis: Present VC market is the easiest ever for investing
“Yeah, because there's because there's so many entrepreneurs. There's so much change. Change is when you make money, right? Change is when you make money in venture. There's so much change. There's so many great entrepreneurs, and we don't have to worry about g…”
Oct 23, 2025 bearish
O'Driscoll: Current VC market is as tough as it has ever been
“It was a great time in 2010 1015. It was tough in 21. Frankly, it feels tough today, as tough as it's ever been, because the good news is stuff is working, but there's a lot of variance, a huge amount of capital, and it feels a tough, you're way out there on t…”
Nov 21, 2025
Altman: Capital supply grew 10x while top-tier startups only grew 2-3x
“There's now like hundreds of billions of capital chasing slightly more companies. I think the experiment we're going through right now and went through in 2020 is like, hey, if we put 10 times as much capital into the market, there better be 10 times as much g…”