The Future of Capital Allocators

This is my third cycle. The seed market is as busy as ever, but if you're looking at Series A and later, again, there's either inside rounds or there's down rounds of recaps. So we certainly are not in another bubble or another up cycle yet. I think we're in a bear cycle for an extended period of time now. Certainly, the employees in SVV doesn't help things. No. It's very different.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app