Venture Market
topic on 6 shows · 13 statements across 13 episodes
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Sourcery 
Capital Allocators 
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20VC
13 statements about Venture Market, every show
Ball: Venture capital shifted from cottage industry to institutional asset class
“The venture markets have transitioned from a high margin cottage industry to a institutionalized lower margin industry, and that has a lot of implications.”
The volume of venture-scale startup opportunities has declined 60% since 2021
“My estimate was, I think the amount of venture scale opportunities has gone down 60, 70%.”
AngelList data shows startup funding market experiencing largest drop ever recorded
“And so we're actually in the. The depth of the bear market, if you will, for venture right now, and that spread between where it was in the boom times and the bad times is the farthest distance it's ever been on, on everything that we track.”
Venture market activity spread reaches largest distance in AngelList tracking history
“And so we're actually in the depth of the bear market, if you will, for venture right now. And that spread between where it was in the boom times and the bad times is the farthest distance it's ever been on on everything that we track.”
Toomey: Western Capital Flowing to China PE and VC Slowed Dramatically
“I think from an investable universe, half of the private equity in Asia had really ultimately been within China, and a lot of that was actually USD offshore. What's been interesting to watch is the size of the China private equity and venture market from a fun…”
Gerstner: 90% of venture returns go to the top 10% of deals
“The huge difference between the venture market and the private equity market or the public market is that the venture market is unquestionably a power law market, okay? 90% of the gross profits and the returns go to 10% of the deals and 10% of the investors, r…”
Friedberg: Valuation trophy hunting signals an overheated market
“Valuation, trophy hunting, I would say is a pretty good indicator of things being Explain what that is. In a heated market, like if the businesses, the CEO, the founder, the venture firms, everyone is all about how much you can mark up your investment, as oppo…”
Sacks: Growth capital entering venture capital markets has completely dried up
“All of this capital that flooded the venture markets, this growth capital that came in over the last couple of years, It's gone. I mean, that's basically dried up.”
Gerstner: Venture capital over-earned, but competition will reduce founder dilution
“I might argue the venture market has over-earned for many years, right? And so the market's gonna become more efficient, it's gonna be more competition, with more competition, that means founders are gonna have better access to capital, they're gonna have more…”
Levie: Venture market will see gradual correction, not a bubble burst
“We will see a correction. I just don't believe it's going to be a sudden correction that will feel like a sort of bubble burst. I think it'll be, you know, more pressure for keeping valuations in some reasonable band that still, compared to 15 years ago, will …”
Stebbings: VC market will become increasingly frothy over next 2-3 years
“I'm not seeing interest rates going up anytime soon, especially not for the next two to three years. And I think we'll continue to see this inflow of capital into the venture market, making the market ever more frothy than it's been for the next two to three y…”
Goldberg: 48-hour shotgun financing rounds are a new venture market reality
“I think that helps mitigate what is a new facet of the venture market, which is these shotgun processes where a founder tells you about a round that closes, you know, 48 hours after the first news of it.”