353. The Current State of Venture, SaaS Growth Versus Efficiency, and Predictions for a Market Correction (Doug Pepper)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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Are We Keeping the Freeze in Our Investment Decisions?
Growth investors should be fearful when others are greedy and greedy when others are fearful. Warren Buffett once said that cloud software is one or 2% penetrated still. We've made a number of private investments this year, but overall the markets haven't quite reset the way we would want them to from evaluation perspective. But make no mistake, we are fully engaged in a market meeting with companies.
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