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

20VC: Why We Are in a Bubble & Now is Frothier Than 2021 | Why $1M ARR is a BS Milestone for Series A | Why Seed Pricing is Rational & Large Seed Rounds Have Less Risk | Why Many AI Apps Have BS Revenue & Are Not Sustainable with Saam Motamedi @ Greylock

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

NOTE

Investing Criteria: Data and Market Dynamics

Investors should analyze explosive data to determine why not invest rather than why invest. Additionally, they need to consider market dynamics, product-market fit, retention, and defensibility of the business. Even with significant growth metrics, if these aspects are not favorable, investors should not proceed. The challenge lies in differentiating between numerous players in the same space, especially in AI tools and language learning. Despite the increasing number of competitors in the market, the key criteria for investment decision-making remain focused on the quality of the founder and management team, product depth, stickiness, defensibility, and unique distribution channels.

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