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EP 43: Semil Shah (Partner, Haystack) - The State of Venture, Investing in Figma, Hashicorp, Doordash and Almost Investing in Coinbase

The Logan Bartlett Show

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Is There a Flywheel of Access to Capital in LPs?

As more capital entered the asset class, returns became less and less of something that delineated the ability to raise capital. And so it actually was founders stopped looking for the inherent validation that came with great returns. LPs are going to re-underwrite everybody with a fresh set of eyes now, particularly looking at fun size. But I do think there will be this flight to quality in the same way it's happening in the VC market for equity.

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