article thumbnail

It’s Morning in Venture Capital

Both Sides of the Table

Yes, it’s true that FOMO (fear of missing out) is driving some irrational behavior and valuations amongst uber competitive deals and well-financed VCs. What the explosion in startups really means for our industry is a much bigger pipeline of potential deals if we VC’s can be patient. They compete on features, price and execution.

article thumbnail

Bubble Trouble? I Don’t Think So

Ben's Blog

As we do so, keep in mind that the relevant bubble statistic is not valuation. High valuations are fine if the underlying value is there. In the great bubble of 1998-2000, the boom in public valuations mirrored the boom in private valuations. If too much venture capital hits the streets, valuations will bubble up.