secondaries
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 20, 2026 by Peter Walker · across every show →
Everything said about secondaries, oldest first
Jan 20, 2026 bullish
Walker: Longer private cycles force early VCs to sell at later rounds
“So as companies stay private longer, there's going to be more pressure on early managers to show some returns early on. That will in turn push Seed and Series A funds to consider selling a portion of their stake at B, C, D, etc.”