venture capital valuation

also referred to as: venture capital valuations

7 statements across 7 episodes · 0 bullish · 4 bearish · 5 people on the record · first statement Jan 27, 2020 by Katie Stanton · across every show →

Everything said about venture capital valuation, oldest first

Jan 27, 2020 bearish
Assertion Supported
Stanton: Seed valuations reaching $10M–$30M pre-product are unjustifiably high
“As you know, too, valuations in venture right now are just unjustifiably high. And it's so difficult to invest in a company that is pre-product, pre-revenue, basically zero data, valued between 10 and twenty million dollars. I've seen some seeds in the thirty …”
Katie Stanton Jan 27, 2020 ▶ 21:10 20VC: Moxxie Ventures' Katie Stanton on What It Takes To Raise A First Time Fund As A Solo GP, The Entrance of Multi-Stage Funds Into Seed Rounds and The Inverse Relationship of Those That Fund Diverse Managers and Those That Say They Do
May 4, 2021
Insight
Tisch: VCs should judge price at the portfolio level, not per deal
“I think it is important to be price aware on a portfolio basis, and I don't think on a deal-by-deal basis, price is a determinant of making a decision. Pretty simple. If you love a company and you want to invest, and the deal is what the deal is, you make a de…”
David Tisch May 4, 2021 ▶ 12:45 20VC: David Tisch on Why Ownership in Venture Does Not Matter, His Biggest Investing Misses and Hits and How His Investing Style Changed as a Result & 3 Core Reasons VCs Pass That Do Not Make Sense
Aug 30, 2022 negative
Insight
VCs should not haggle over $10 million valuation differences to win deals
“Well, it's definitely informed my, if you wanna be in the company within the margin, just find a way to get into it and don't get too hung up on the ten million here, ten million there.”
Logan Bartlett Aug 30, 2022 ▶ 32:52 Logan Bartlett: WTF is Happening at Growth Stage Investing? | 20VC #920 · 20VC with Harry Stebbings
May 1, 2025 negative
Insight
O'Driscoll: Lack of IPOs means VCs are grading their own exams
“Because there's no IPO, relatively no IPOs and M&As, there's no feedback loop. Like we're grading each other's exams and we're all saying we're getting A's, but teacher hasn't graded the test yet, right?”
Rory O'Driscoll May 1, 2025 ▶ 26:16 What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
Aug 7, 2025 bearish
Opinion
Halligan: Current Venture Capital Valuations Are 'A Little Bubbly'
“I think the valuation is very high right now across venture. So we'll see how this thing plays out. I think it's a little bubbly right now”
Brian Halligan Aug 7, 2025 ▶ 33:59 Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
Oct 16, 2025 neutral
Insight
O'Driscoll: Compressed Timelines Force Choice Between Uncertainty or $2B Valuations
“The time period from we haven't launched yet to, oh my God, it's so obvious has, as Jason said, compressed to the point where it's just, you know, That sweet spot is vanishingly small, and therefore you're left with the choice of do you invest into acute uncer…”
Rory O'Driscoll Oct 16, 2025 ▶ 43:02 Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings
Jan 29, 2026
Insight
O'Driscoll: VC valuations are illiquid price signals set by single buyers
“We live in this crazy land of VC valuations where they're made once a year, when only one person buys, no one can subtly sell. They're very thin markets.”
Rory O'Driscoll Jan 29, 2026 ▶ 10:29 Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
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