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Ranked by match

1. NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation “And then finally we finish on Instinct, the AI assistant that has raised at a 2.5 billion dollar valuation and has everyone very excited.” 0:270.50
2. NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation “And these companies like Instinct have raised money at extraordinary high prices for the stage of development they're at, like two and a half billion, indicating there's a lot of venture excitement about this category, rightly or wrongly.” 25:120.49
3. Akin Babayigit: How Tripledot Studios Became #1 Fastest-Growing Company in Europe “So valuations are a heuristic.” 1:06:130.48
4. Akin Babayigit: How Tripledot Studios Became #1 Fastest-Growing Company in Europe “And, you know, valuation to me can only be useful if it's a meaningful heuristic” 1:04:260.48
5. 001: Guy Kawasaki of Apple, Motorola and AllTop.com · audio only “Valuations are in the eyes of the beholder.” 6:320.48
6. Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble “You know, Instinct raised at two and a half billion dollars, um, with no monetization.” 59:500.47
7. Klaus Hommels: Why "Portfolios are Merely a Construct to Make LPs Happy"? “And what people, people are always stuck on, on this valuation thing, and valuation is for me a, a hygienic thing.” 50:130.47
8. Howie Liu: Decoding Airtable's $11B Valuation; The Impending AI Revolution in Enterprise “I think valuations are, uh, you know, are always, uh, you know, an outcome metric, right?” 53:080.46
9. Imran Khan: Why the IPO Market is Not Closed & Lessons From Taking Snap & Alibaba Public “I think, again, valuation is a snapshot.” 48:130.45
10. 13 of the Great Investing Minds on When to Pay Up vs When To Remain Disciplined and Walk Because the Price is too High: The Ultimate Guide to Price Sensitivity · audio only “It's very hard to have exact precision as to what a valuation should be.” 16:590.45
11. Roger Ehrenberg: Why VC Returns Will Get Worse & Why LP Incentive Structures are so Broken “What I'm seeing here in valuation is divorced from objective reality.” 57:000.45
12. Learnings From Backing The Likes of Spotify and Airbnb, The World of Growth Investing Today and The Right Way For Investors To Think About Liquidity with Woody Marshall, General Partner @ TCV · audio only “But if you get those right, I do agree, valuation in hindsight can be a little less relevant.” 13:200.45
13. David Tisch: The 3 Most Important Variables When Raising Your Seed Round “Valuation is the second piece of that.” 9:350.45
14. Instinct Raising $1B at $10B & Meta Launches Muse | Miro Sells for $1.36B After a $17.5B Valuation “It may well be that instinct builds a lot of traction, doesn't have a cashflow positive IPO potential, but has a very attractive upside exit.” 35:480.45
15. Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens? “The institutional glues get a lot weaker.” 16:400.45
16. Using Valuation As A Litmus Test, Why Valuation Does Not Matter At Seed Stage & How Seed Funds Can Serve Founders Better with Kent Goldman, Founder @ Upside Partnership · audio only “So internally, when I think about valuation, I almost use it as a litmus test for my own enthusiasm, my own belief in whether or not a company can achieve its high aims.” 14:440.44
17. Ryan Petersen: Why Velocity not Speed is Most Important in Company Building “And, you know, because the value of any company at any time is the, well, it's the net present value of the future.” 13:220.44
18. David Tisch: The 3 Most Important Variables When Raising Your Seed Round “Valuation is not something that is in a, a investor you actually control.” 9:540.44
19. Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated “And Instinct, for those that don't know, is an AI assistant that many VCs are tweeting about.” 1:13:180.44
20. Why Market Is More Important Than Team, The 4 Key Roles of A Board Member & Why Founders Get Market Sizing So Wrong with Rory O'Driscoll, Founding Partner @ Scale Venture Partners · audio only “So, you know, there's always, you get the eternal question on valuation.” 7:150.43