Weisburd: Power laws in VC end around a $100M valuation
David Weisburd · David Weisburd, 10X Capital: Finding Alpha and LP Bias · Sourcery with Molly O'Shea · Mar 8, 2024 · at 17:08
David Weisburd (10X Capital) discusses valuation discipline, late-stage hype cycles, and mathematical return constraints in venture capital.
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“Power laws pretty much end at about a hundred million dollar valuation, right? Depending on obviously like whether stuff will expand, you can't invest out a five hundred million dollar valuation, get a thousand X. It's just the math. Math doesn't work”
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