The Breakdown cover image

The Bear Market is Over with Dan Tapiero

The Breakdown

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The Return to Valuation Rationality of Venture Capital

I've had a lot of deals that I didn't want to pass on. There are companies that we love. We just could not invest in. And so maybe now, at least in the secondary market, I don't know that any of those companies really need capital. So it's not clear to me that they'll be raising. You know, I'm not seeing any investor like pushback or panic, et cetera. But again, we're a 10 year life fund and our funds performance didn't get hurt in 22.

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