Logan Bartlett (Redpoint Ventures) argues that policy uncertainty over trade tariffs is paralyzing enterprise planning and creating a self-fulfilling path to an economic recession.
Opinion
Logan Bartlett argues the Democratic Party is anti-growth and anti-capitalism
“If you look Democrats have been very anti-growth and anti-capitalism in a meaningful way. And I think it was just kind of embarrassing in some ways to be extolling the virtues or pushing back too much over the course of the last couple months, because it was s…”
Assertion Not checkable as stated
Bartlett: Sovereign wealth replaced pensions and endowments in mega VC funds
“I think if you talk to smart endowments or pension plans or stuff, they, they've definitely as fund sizes have gotten to three, four, five, six billion dollars. Like those people have raised eyebrows and maybe voted with their feet to either scale down or walk…”
Opinion
Bartlett: VCs avoided real reckoning for 2021 excesses
“It feels like there wasn't A ton of reckoning for sins that were made in 2022 1021. It feels like people were able to get a mulligan and say, Hey, you know what? Like, yeah, we got a little crazy, but now we've really doubled down and focused on what it is tha…”
Insight
Bartlett: LP prisoner's dilemma keeps private startup prices elevated
“Now we're at this prisoner's dilemma where it would be theoretically a great time for everyone to lean in if other people backed out because then prices would depress, but everyone's staying in. And so it's actually leading to prices staying elevated”
Opinion
Bartlett: OpenAI Should IPO Soon to Capitalize on Market Demand
“If I were open AI, I would try to get out sooner rather than later. Right. Cause I think there's this demand both from
Institutional and retail to have exposure to some of these things. And if you look, I mean Palantir's where they're trading, and obviously th…”
Assertion Not checkable as stated
Megafund 'relievers out of the bullpen' are driving up startup prices
“I've probably seen more of Hey, this fund has a bunch of money and you might not be getting their number one person. It could be their, you know, whatever, their reliever out of the bullpen that's coming in to do the round. And those are the ones that they're …”