The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Mohnot: A severe startup valuation drop is coming due to market overhang
“I think there's this overhang of valuations and we haven't yet seen the drop that is going to come and it's going to be so severe.”
Mohnot: Tiger Global will raise much smaller funds moving forward
“And I think, so I think they're doing a really good job now, and I think I think it's gonna be a much smaller fund, and like you said, it's gonna be a ton of their own GP money, but I'm excited about them. I think they're good actors.”
Mohnot: VC funds will not return uninvested capital this cycle
“I don't think so. I know that that's happened in the past. I don't just, I just don't see it happening this cycle. And probably if it were to happen, it would have already happened.”
Mohnot: Better Tomorrow Ventures will cap its fund size at $225M
“My fund zero was fifteen million, then we went to 75, and now we're two 25 total. But we don't want to grow from here.”
Mohnot: Operators running tiny micro-VC funds will struggle to raise Fund 2
“I don't think many of these folks are going to continue on. Like their fund two, fund threes are going to be really tough.”
Mohnot: More venture capital funds will shrink their fund sizes
“I think we'll see more. I think we have to.”