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Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
Capital Allocators – Inside the Institutional Investment Industry
Investing in Every Deal That Is Coming Through
The new normal has been that a company with five or seven or eight or sub ten million a rr annual recurring revenue is getting a billion dollar valuation. And it's just the stories that people have told an the pretcels that they've twisted themselves to justify these prices, is really just insane. So i think what happens is l ps who have got n access to some amazing g ps that they never could get access to before will be faced with a very hard decision. Do we say no when we've been trying to get in? If we do say no, there is a line of 10, 12 other l ps that will jump and take our place.
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