Software is the bellwether for VC. How’s it doing? (Bonus discussion for your next cocktail parties: inverted yield curves.)
There are very good reasons to feel very bad about the outlook for VC and PE. Should we?
Signs are everywhere that VC is in for a world of hurt. But, this isn’t the first time we’re being told we’re in a bubble. (It’s not even the tenth time).
Improbably, Microsoft emerged from the high speed train wreck at OpenAI in a much stronger position. But Microsoft dodged a $13 billion cannonball.
We were once aggressively pitched to invest in a sports beverage firm. The frontman was a twitchy but smooth-talking CEO from Newport Beach.
It may be time to join the strip club. That may not be good for our spam filters, but it’s true.
The last three quarters have been rough for VC. Very rough. Are corporate venture arms heading for the door?
We noted last month that IPOs are back – but that we shouldn’t get excited. Yes, the IPO window has opened.
Hidden in the euphoria: there may be a time bomb ticking for the broader VC market.
Of course not. But wait. It’s more complicated. You already invested. You wrote a check with high hopes.