startup
also referred to as: startups
40 statements across 36 episodes · 11 bullish · 20 bearish · 6 people on the record · first statement Mar 15, 2020 by David Friedberg · across every show →
Everything said about startup, oldest first
Mar 15, 2020 bearish
Mar 19, 2020 bearish
Jul 31, 2020
Sacks: Big Tech outsources R&D by acquiring winning startups
“Big companies have realized they're not very good at R&D, at sort of good, at sort of new product development, and so what they have done is they have outsourced a lot of their R&D budgets to M&A, and so they let the startups run the experiments, you know, in …”
May 1, 2021 positive
Jun 18, 2021 positive
Sep 14, 2021 positive
Sacks: Markets drive progress better than politics because startups need only one funder
“This is why markets work better than politics, because Freeburg, in order for you to pursue what you want to pursue, you don't have to convince a majority of the country to support it. You just need to find one person who's willing to fund it. You know, you ra…”
Oct 16, 2021 positive
Oct 30, 2021 negative
Dec 11, 2021 bearish
Apr 9, 2022 bearish
May 13, 2022
May 27, 2022 bearish
May 27, 2022 bullish
Aug 13, 2022 negative
David Friedberg: Startups where capital becomes the primary asset will fail
“And the problem in that model is that by giving you so much money, capital becomes your primary asset as a business. And capital needs to be the fuel that enables your assets as a business to accelerate. But as soon as capital itself becomes your primary asset…”
Oct 1, 2022 bullish
Calacanis: Big tech non-core project cuts will heavily benefit startups
“No, but to the point of competition, you you're seeing cuts to, you know, all the non core projects at these big companies. This is going to be great for startups, right? Like the idea that Facebook could focus on, you know, a fourth, fifth, sixth thing is goi…”
Nov 12, 2022 bearish
Jan 13, 2023 negative
Feb 4, 2023 bearish
Mar 17, 2023 positive
Sacks: Startups should use US Treasury money market funds over bond ladders
“Whenever they try to, let me just say when starts trying to create laddered bond portfolios, They end up needing the money sooner than they thought. What I'd much rather see a startup do is buy a hundred percent UST bill backed money market fund run by the abs…”
Aug 26, 2023 bearish
Aug 26, 2023 bearish
Sacks: More startups are pursuing acq-hires as venture funding dries up
“There's definitely a growing number of startups who are realizing that what they're doing is not working, and they're not going to be able to raise another round, and so therefore figuring out a graceful exit, whether it's an aqua hire or some other type of la…”
Sep 16, 2023
Sep 22, 2023 bearish
Friedberg: LP capital and startup funding will fall significantly in aggregate
“On a day to day basis, it means there's gonna be less companies that are going to get funded, but more importantly, it's gonna be less LP money going into venture. And there's going to be less capital available to fund startups in aggregate by a significant am…”
Sep 22, 2023 bearish
Jan 13, 2024 negative
Feb 9, 2024 negative
Feb 17, 2024 neutral
Calacanis: Early-stage startups are shifting equity to top 10% and outsourcing rest
“The trend I'm seeing with startups, like early stage startups, seed stage startups, which are really indicative of what startups will do later on, hiring people, cash basis, paying them hourly outside the United States, not having to worry about stock options,…”
Feb 17, 2024
Mar 8, 2024
Mar 22, 2024 bullish
Friedberg: NAR ruling will spark AI startups providing direct real estate services
“And I think it's a great opportunity for startups, I'll say this right now, like I think there's going to be a lot of startups that are going to come out of this ruling that are going to launch a la carte services leveraging AI to make these services available…”
May 17, 2024 neutral
Jun 29, 2024 negative
Oct 25, 2024
May 31, 2025 bullish
Jul 4, 2025 negative
Chamath: State-level AI rules will slow startups and benefit incumbents
“Not having it, I think the risk is that if you have 50 different sets of regulation, and it won't even just be 50 as Freebrick said, it's going to be You know, all kinds of pet organizations that pop up in all of these states. What happens? I think what it doe…”
Sep 24, 2025 neutral
Oct 3, 2025 negative
Feb 13, 2026 bullish
Jul 3, 2026 bearish