venture market

also referred to as: venture markets

3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement May 13, 2022 by David Sacks · across every show →

Everything said about venture market, oldest first

May 13, 2022 bearish
Assertion Not checkable as stated
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.”
David Sacks May 13, 2022 ▶ 42:44 E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
Aug 13, 2022 negative
Insight
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…”
David Friedberg Aug 13, 2022 ▶ 28:27 E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
Oct 22, 2022
Assertion Not checkable as stated
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…”
Brad Gerstner Oct 22, 2022 ▶ 58:19 E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
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