Seed Market
topic on 3 shows · 8 statements across 7 episodes
8 statements about Seed Market, every show
O'Driscoll: Y Combinator holds 25% seed market share
“Y Combinator has a dominant market share in the seed market, right? 25%.”
Dave Morin: Seed VC top quartile is synthetic beta; alpha lies in illegible spaces
“In the seed market, you have the multi-stage firms, And 2000 seed funds competing for the 75th percentile of all of those sort of just like you said, the mainstream stuff out there in the market. And so that effectively means you have almost perfect pricing an…”
Lessin: Indexing the seed market is economically irrational for multi-billion-dollar funds
“Historically speaking, when big funds try to index the seed market, there are two problems. One is someone wakes up and does the math and they're like, this doesn't make any sense, right? Like even if you have the million dollar check at seed, if you're trying…”
Tisch: Multi-stage funds writing seed checks has existed for years
“That's been around for over six, seven years now at a, like, infrastructure level across the entire seed market. That isn't new.”
Tisch: The seed investment market will never become efficient
“I think the space I have conviction that there will never be efficiency in is the seed market. Because starting something is not efficient. Starting something is messy.”
Lemkin: Seed market has no downturn and is more vibrant than ever
“There's no downturn in seed whatsoever. No matter what, Twitter's wrong. Twitter, seed is more vibrant than ever, and we can talk about why, and seed is also split up more than ever.”
Rob Go: Best Seed Opportunities Are Non-AI Companies and Non-Pedigreed Founders
“I think there's actually a lot of opportunity out there for non-consensus thinking. I think there are a lot of companies that aren't getting very much love because they're not AI. The teams aren't fancy founders that came from well-known companies that are jus…”