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ZERP

4 statements across 1 episodes · 1 bullish · 3 bearish · 1 people on the record · first statement Jun 19, 2024 by Michael Eisenberg · across every show →

Everything said about ZERP, oldest first

Jun 19, 2024 negative
Opinion
Eisenberg: VCs who did not take liquidity during ZERP blundered
“If you didn't take money off the table during, you know, the ZERP era, there's something wrong. Let's just be clear about that.”
Michael Eisenberg Jun 19, 2024 ▶ 48:02 Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
Jun 19, 2024 bullish
Prediction Not checkable as stated
Eisenberg: Synthetic biology is shifting to a low-cost 'labless' model
“ZERP built out a huge amount of biological infrastructure. And so now you can just rent labs for cheap. And so I think we're moving to a labless model where you do kind of AI, you know, in your office, and then send out things for testing to labs and maybe eve…”
Michael Eisenberg Jun 19, 2024 ▶ 32:30 Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
Jun 19, 2024 bearish
Prediction Open · timeframe Jun 2027
Eisenberg: A generation of ZERP-era venture funds will die
“A whole good generation of people grow up during ZERP. And, you know, now reality is biting. And so, yeah, of course.”
Michael Eisenberg Jun 19, 2024 ▶ 46:50 Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
Jun 19, 2024 negative
Disclosure
Eisenberg: My biggest ZERP mistake was not selling 100% of peak-valuation positions
“One of them was not selling a hundred percent of one or two positions when the prices were high.”
Michael Eisenberg Jun 19, 2024 ▶ 41:30 Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
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