venture capital mega-funds
also referred to as: venture capital mega funds · venture capital megafunds
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Oct 11, 2024 by Alex Kolicich · across every show →
Everything said about venture capital mega-funds, oldest first
Oct 11, 2024 bearish
Early-stage 100x AI multiples are unsustainable artifacts of mega-fund capital oversupply
“There are rounds happening that are 102 hundred X revenue in the early stage markets, and even there you have to assume, you know, you're gonna have 10 X Multiple compression in the later stage rounds. So I don't think those are sustainable for any period of t…”
May 5, 2025 positive
Moore: Megafunds expand into private credit due to unfair insights into tech
“And I think that to the extent these new products get introduced to the industry, it's gonna be because they see an unfair advantage, ah, in their ability to deliver on that because they have this unique insight into, like, what these companies really need and…”