4min chapter

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch cover image

20VC: The Memo: The State of the VC Market: Why Seed Funds Can't Invest in "Hot Startups" Anymore, Why Series A & B is Terrible, Why the IPO Market Will Explode in 2024 & Why VC DD is BS & Every VC Has More Fraud in their Portfolio with Jason Lemkin

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

CHAPTER

The Unbundled World of Software Buying

Big Successful companies retrench their IT and spend budgets right all across the board. Mongo saw everyone saw workflow optimization data dog, right? And then they went through a second thing which I call the app layoffs. There isn't gonna be a third or fourth meeting if you look at Mongo's latest quarter If you look at Atlassian's it just came up. We're not ripping back at 2021 But they have all bounced off the bottom.

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