venture capital market
4 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Oct 23, 2021 by Chamath Palihapitiya · across every show →
Everything said about venture capital market, oldest first
Oct 23, 2021 bearish
Chamath: Venture capital will eventually face a 2000-style valuation rerating
“And all of this liquidity will probably make it even more, you know, violent when it does happen, because it'll eventually will happen. We'll go through a rerating like the year 2000, who knows when it is and what the catalyst is.”
Oct 23, 2021 bullish
Friedberg: Tech disruption cycle will persist for the next decade or two
“I don't think that this is like necessarily The, you know, the peak, it may kind of be the beginning of a continuing disruption cycle that we're going to see kind of persist for the next decade or two, especially as more of the old school industrial businesses…”
Apr 9, 2022 bearish