Chapter
The Potential Aftermath for Companies in Venture Markets
55:52 - 1:04:55 (09:03)
The venture market will see a 6 to 12 month lag in terms of resetting and there will be many good companies with terrible capital structures, bad valuations, and overhangs of preference stock that will have to be sorted out once valuations reset.
Clips
Late stage growth investors won't tolerate giving away a bunch of stock and will hold companies accountable like a public company that runs them off a cliff.
55:52 - 57:31 (01:38)
Summary
Late stage growth investors won't tolerate giving away a bunch of stock and will hold companies accountable like a public company that runs them off a cliff. The fast cycle time of creative destruction in free market capitalism has contributed to this level of tolerance.
ChapterThe Potential Aftermath for Companies in Venture Markets
EpisodeE83: Market slide continues, and how to address Uvalde
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The venture markets have a six to twelve-month lag just in terms of reset, while experts predict a possibility of a normal market environment in six months following the washout of problems.
57:31 - 59:47 (02:16)
Summary
The venture markets have a six to twelve-month lag just in terms of reset, while experts predict a possibility of a normal market environment in six months following the washout of problems.
ChapterThe Potential Aftermath for Companies in Venture Markets
EpisodeE83: Market slide continues, and how to address Uvalde
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The after-effects of the pandemic are going to lead to the downfall of numerous good companies with bad valuations, overhangs of preference stock, and terrible cap tables that will have to be worked out.
59:47 - 1:04:55 (05:08)
Summary
The after-effects of the pandemic are going to lead to the downfall of numerous good companies with bad valuations, overhangs of preference stock, and terrible cap tables that will have to be worked out. Despite the potential challenges, there could be an investable environment by the fall.