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Industry Episode: Zach Weinberg (Founder, Curie.Bio) on VC Predictions, Remote Work, and the AI Wave

The Logan Bartlett Show

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The Circular Nature of Valuation Underwriting

A lot of people assume markets were bigger than they really were. Overpriced overpriced and under considered on the risk. No one was saying, okay, well, you know, the likelihood is all these things trade out at 10 times free cash flow or 20 like at terminal at end state. The quality of the ideas that I think entrepreneurs were held to for the last six or seven years were really shit.

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