VC Optimism Returning But More Pain Ahead In Their Portfolios
Hunter Walker
AUGUST 8, 2023
Satya and I were having lunch (yummy Chinese food) with our LPAC and the conversation turned to generally “how much more did venture portfolios have to fall before they found their true current value?” Restructures, Down Rounds, and Pay to Plays. Whatever gets reported is just the tip of the iceberg.
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