VC Optimism Returning But More Pain Ahead In Their Portfolios
Hunter Walker
AUGUST 8, 2023
” What are my major assumptions for why there’s more markdowns to come in the aggregate for the last decade of venture portfolios? Restructures, Down Rounds, and Pay to Plays. And fascinating new advances (and needs) in AI, climate, biology, etc are driving tech-IP driven startups. Valuations.
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