unicorn

also referred to as: unicorns

8 statements across 5 episodes · 2 bullish · 5 bearish · 6 people on the record · first statement Oct 2, 2021 by David Sacks · across every show →

Everything said about unicorn, oldest first

Oct 2, 2021 positive

Assertion Contradicted

Sacks claims 1,000 new unicorn companies are created annually

“What's happening here with a thousand new unicorns being minted every year is just unbelievable.”

David Sacks Oct 2, 2021 ▶ 1:14:13 E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns & more

Jan 8, 2022 neutral

Assertion Partly supported

Chamath: There are currently 900 unicorn startups

“There are 900 unicorns right now.”

Chamath Palihapitiya Jan 8, 2022 ▶ 36:17 E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more

Jan 8, 2022 bearish

Prediction Not checkable as stated

Calacanis: Many unicorns will result in break-even M&A pushes

“So there'll be a lot of pushes, I think is my prediction of those 900 unicorns.”

Jason Calacanis Jan 8, 2022 ▶ 38:33 E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more

May 30, 2022 positive

Assertion Partly supported

Hershenson: 10% of unicorn startups have founders who attended Stanford

“10% of unicorns have founders that attended Stanford.”

Mar Hershenson May 30, 2022 ▶ 5:37 #AIS: Pear VC’s Mar Hershenson on making successful founders

Jun 24, 2023 bearish

Prediction Didn’t hold up

Gerstner predicts up to 40 percent of 2022 unicorns will disappear

“Yeah, I'd say 30 to 40% are these companies that were valued over a billion dollars that don't have product market fit. They'll disappear.”

Brad Gerstner Jun 24, 2023 ▶ 1:14:36 E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more

Jun 24, 2023 bearish

Prediction Not checkable as stated

Gerstner predicts 100 percent of 2022 unicorns will do down rounds

“There are 1400 unicorns at the end of 2022, and a hundred percent of them will likely do a down round. And if you said, what is the average that they're going to be down, it's over 50%.”

Brad Gerstner Jun 24, 2023 ▶ 1:12:10 E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more

Sep 22, 2023 bearish

Prediction Not checkable as stated

Friedberg: Many overfunded unicorns face painful unwinds and recaps

“And I think that's the scary scenario that's likely going to play out at not all, but a good chunk of these companies that are, there are still businesses, they have decent value to their business, but they just raised too much capital relative to the valuatio…”

David Friedberg Sep 22, 2023 ▶ 1:11:51 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more

Sep 22, 2023 bearish

Assertion Not checkable as stated

Friedberg: Most unicorns are worth less than their preference stack

“Most Yeah, most of these unicorns are worth less than their total press stack.”

David Friedberg Sep 22, 2023 ▶ 1:07:25 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more

unicorn

Everything said about unicorn, oldest first

Turn any episode into a week of clips.