seed

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Apr 9, 2025 by Avlok Kohli · across every show →

Everything said about seed, oldest first

Apr 9, 2025 bullish
Assertion Partly supported
Kohli observes early-stage valuations rising while late-stage valuations decrease
“At the later stages, at the earlier stages, it's increasing. So pre-seed, seed, series A, there's just a huge amount of capital looking to get in.”
Avlok Kohli Apr 9, 2025 ▶ 14:46 Why LPs Are Using STABLECOINS to INVEST in Startups | Avlok Kohli on TBPN April 4th
Apr 10, 2025 negative
Insight
Mohnot: Mega-funds writing small seed checks make a strategic mistake
“If you're a multi-billion dollar fund, and you write a two million dollar check into, to a company, and you invested in the wrong company in the category, Like, you don't get a chance to write a two hundred fifty million dollar check into the right company. So…”
Sheel Mohnot Apr 10, 2025 ▶ 19:09 GOOGLE'S “Rest and Vest” Strategy Is REAL | Sheel Mohnot on TBPN April 8th
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