Rational Market Shift
Josh discusses the shift from FOMO to rationality in the venture capital market due to the disappearance of key players like SoftBank and Tiger, leading to a more disciplined approach in valuing companies. The market is now scrutinizing prices, leading to down rounds and a decline in morale among employees with underwater stock options.In this clip
From this podcast
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Josh Wolfe on Where Investors Will Make Money in AI
Related Questions
Does market size matter in investing, as discussed in the episode 20VC: 27 Years of Investing Lessons on Picking Founders, Price Discipline, Reserves, and Selling Positions | Can Seed Investors Compete with Multi-Stage Venture Firms | Why Returns Will Not Worsen Moving Forward with Peter Wagner, Founder @ Wing, and the clip Market Timing, Sizing?
Does market size matter in investing, as discussed in the episode 20VC: 27 Years of Investing Lessons on Picking Founders, Price Discipline, Reserves and Selling Positions | Can Seed Investors Compete with Multi-Stage Venture Firms | Why Returns Will Not Worsen Moving Forward with Peter Wagner, Founder @ Wing, and the clip Market Timing, Sizing?