twenty-twenty-five cohort

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 18, 2025 by Somesh Dash · across every show →

Everything said about twenty-twenty-five cohort, oldest first

Nov 18, 2025 bearish
Prediction Not checkable as stated
Dash: 2025 VC cohort will see overinflated entry valuations like 2021
“The 2021 cohort, The entry prices for every venture campus, almost by definition, was overinflated, right? I think the twenty-twenty-five cohort's gonna have some of that too, because you're seeing a lot of the early markups ratchet up people's enthusiasm, the…”
Somesh Dash Nov 18, 2025 ▶ 55:36 What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox
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