seed market
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 16, 2026 by Dave Morin · across every show →
Everything said about seed market, oldest first
Jan 16, 2026 bearish
Dave Morin: Seed VC top quartile is synthetic beta; alpha lies in illegible spaces
“In the seed market, you have the multi-stage firms, And 2000 seed funds competing for the 75th percentile of all of those sort of just like you said, the mainstream stuff out there in the market. And so that effectively means you have almost perfect pricing an…”