venture cycle

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 5, 2026 by Dave Morin · across every show →

Everything said about venture cycle, oldest first

Jun 5, 2026 bearish

Insight

Morin: Startup cycle is nearing end when fundraising eclipses customers

“This is how you know the cycle is coming, like, at least somewhere in the tail end, because people aren't actually talking about customers. They're only talking about the money that they raise”

Dave Morin Jun 5, 2026 ▶ 31:58 Silicon Valley IPO Summer 2026: SpaceX, Anthropic, OpenAI Explained

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venture cycle

Everything said about venture cycle, oldest first

Turn any episode into a week of clips.