The speaker highlights a contrast between the late and early-stage markets, suggesting that late-stage markets are more rational driven by pricing based on public market examples, valuations, and real analysis on margin structure. In contrast, the early-stage market appears frothy with smaller checks, more individual investments, and higher capital availability. The recent data showed a significant increase in seed rounds and Series A investments, indicating a positive trend in funding in the tech industry.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode