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Notable Capital's Hans Tung on the state of VC and the upside to down rounds

Equity

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Current Trends in Venture Capital

This chapter examines the venture capital market's current state, focusing on down rounds and AI overvaluation. It contrasts historical trends with the slowed investment pace in 2023, alongside challenges faced by firms that overextended during previous peaks. The discussion also highlights potential growth sectors like fintech and cloud infrastructure, coupled with the impact of market dynamics influenced by consumer behavior.

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