Newcomer Podcast cover image

The World After Capital (with Albert Wenger)

Newcomer Podcast

CHAPTER

Optimism in the Venture Capital Industry

You've famously invested super early in Twilio. What do you take of all the narratives imposed on Twilio and like, what should people take from its journey in terms of making investments today? Well, I think more broadly speaking, we've had a big correction in tech valuations. And I think part of that is because software has become more routine and more boring. You know, when companies like Ever, when it's snowflake with public, it like a hundred times revenues, I'm like, well, that's not really a sustainable valuation, is it?

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner