At the All-In Summit in May 2022, Altimeter Capital founder Brad Gerstner discusses venture capital returns and fund vintage quality following the market downturn.
“I think the vintage of the last 18 months will be lousy. So the capital deployed over the last 18 months won't have a lot of return.”
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More from Brad Gerstner
PredictionDidn’t hold up
Gerstner: 100% of 2021's thousand unicorns will face down rounds
“Remember we had a thousand unicorns at the end of 2021. And I've said a hundred percent of those are going to do a down round. And we're still in the early stages of that reset to occur.”
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“I would not be shocked if you see Anthropic exiting this year at 80 to a hundred billion dollars in revenue.”
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PredictionNot checkable as stated
Gerstner: No U.S. president will go to war over Taiwan
“I don't see an American president, frankly, going to war, nor would I want them to go to war over Taiwan, but I think it's in all of our interests to maintain that status quo”
Brad GerstnerJun 24, 2023▶ 50:54E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
PredictionDidn’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 GerstnerJun 24, 2023▶ 1:14:36E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
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