DPI

3 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Mar 9, 2025 by Jeremy Giffon · across every show →

Everything said about DPI, oldest first

Mar 9, 2025 bearish

Assertion Not checkable as stated

Giffon: Venture portfolios face a severe lack of DPI in the middle

“There's a lot of these, a lot of businesses, a lot of great businesses out there, and a lot of, like, stock founders, and there's more and more of them, and increasingly a lot more VCs who realize that, like, you know there is a severe lack of DPI, especially …”

Jeremy Giffon Mar 9, 2025 ▶ 2:20 "There's a lot of stuck founders out there" - Jeremy Giffon breaks down the current state of VC.

Mar 9, 2025 neutral

Assertion Not checkable as stated

Giffon: Capital allocators realize they can only eat DPI, not IRR

“Gross IRR is, is all well and good, but eventually, you know, you can only eat the DPI and that's kind of, that's what the, you know, that's what the capital allocators are starting to demand.”

Jeremy Giffon Mar 9, 2025 ▶ 2:52 "There's a lot of stuck founders out there" - Jeremy Giffon breaks down the current state of VC.

Apr 26, 2025 bearish

Prediction Open · timeframe Apr 2030

Sam Lessin predicts most sub-$50M seed funds will disappear without DPI

“I think what we're going to find is that, you know, a, The market, most of those funds are going away because they don't have that and they're not going to be.”

Sam Lessin Apr 26, 2025 ▶ 24:00 Is Venture Capital Broken? | Sam Lessin on TBPN

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DPI

Everything said about DPI, oldest first

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