2021 startup cohort
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 4, 2025 by Martin Casado · across every show →
Everything said about 2021 startup cohort, oldest first
Sep 4, 2025 bearish
Casado: 2021 billion-dollar startup cohort will be a massive capital wipeout
“I actually think in 20, 21, If you look at, if you just did a study of that cohort, the companies that had these, you know, these billion dollar bees, if you remember that time, it was totally crazy. I'll bet that's probably one of the biggest wipeouts of capi…”