The J-Curve is gone for now - the last few years have been mostly flat as countless startups were marked up highly and are still growing into their valuations.
Industry-specific AI startups that embed deeply into existing workflows, automate high-value processes, and drive measurable economic impact.
Hundreds of billion in liquidity are locked up just waiting to be distributed to LPs
Regardless of the current environment, we always need to remember that we're in the business of exits.
Startup nation isn't going anywhere and will emerge stronger than ever, again.
It's the culmination of almost two decades in the tech startup world to continue doing what I love.
It's 2025 now, just accept it. Early on it's all about growth and users then figure it out.
LPs dont invest in them expecting to make outsized returns - they're just trying to minimize their downside.
Let The Good Times Roll. We have a lot to be excited and optimistic about
If managers are forced to chase safer bets, we lose the bold ideas that have historically driven transformative outcomes.
Yes it is but it doesn't matter because because it's part of the game
Without them, there really wouldn't be a true pre-seed and seed stage market
