Over the past few weeks, I’ve felt like my discussions with other VCs and founders about the crazy valuations environment have gotten both more numerous and more intense. I thought it might be helpful to share my frameworks for thinking about asset valuations, and for deciding what to do about all of it.
It's Not a Venture Bubble (With Charts!)
It's Not a Venture Bubble (With Charts!)
It's Not a Venture Bubble (With Charts!)
Over the past few weeks, I’ve felt like my discussions with other VCs and founders about the crazy valuations environment have gotten both more numerous and more intense. I thought it might be helpful to share my frameworks for thinking about asset valuations, and for deciding what to do about all of it.