Mohnot: Skeptical seed round valuations will re-accelerate over next year
Sheel Mohnot · GOOGLE'S “Rest and Vest” Strategy Is REAL | Sheel Mohnot on TBPN April 8th · Apr 10, 2025 · at 19:59
Sheel Mohnot responds to a prediction by Semil Shah arguing that seed valuations will spike by 50% in the upcoming vintage.
0:00 / 0:12exact quote · 12.0s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“I'm skeptical that this is gonna happen again. Or that it's gonna re-accelerate and prices are gonna go up. I don't know. We'll see. Well, we should make a bet and have Peter Walker from Carta give us the data in a year.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Sheel Mohnot
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…”
Mohnot: Trump tariffs aim for reshoring, not reciprocal trade
“I think that's bullshit because, like, you have Lutnik saying, like, we need millions of Americans screwing in tiny iPhones or whatever. And you, and they also say that the tariffs are going to replace income taxes. So if those things are true, then it's not a…”
Mohnot: US regulations prevent AI from revolutionizing credit underwriting
“So anyway, I think it can be used and can be super useful, but because of those regulatory bound like guidelines, I'm not sure it's going to like be a step change in underwriting.”
Mohnot: The Jones Act is highly protectionist to US shipbuilding
“So like the Jones Act basically says that if you, if you're shipping goods between two U.S. Ports, you need to use a U.S. Built ship crewed by U.S. Citizens and owned by U.S. Citizens. So like it's super protectionist to the U.S. Shipbuilding industry and U.S.…”