What are your thoughts on Softbank's Masa-san's statement regarding re-entering the market with another cash fund he raised? VC funds and VC advisors have commented to the bidding war environment in the VC space fostering a huge overvaluation problem for fear of missing out or Softbank coming in and cutting them out of the venture rounds.
To give all credit, foresight, and prescience to VCs for spotting future behemoths of industry may be too charitable: Even pitchers homer once in a while. There is an academic literature here that may be relevant, as it is for hedge funds - Survivorship bias is important.
Good insights, thanks! Never heard about the effects this M&A climate is having until this video, but it totally makes sense.
Excellent presentation, insightful, and very well delivered. Thank you for sharing some of your work here.
Thanks so much for your kind words and for watching!
Amazing insight! Thanks for bringing great content.
Thanks so much for your kind words and for watching!!
Excellent presentation. I enjoy these videos.
Thank you very much!
Thanks! I was wondering about VC Funds and their performance recently! Looks like you read my mind!
Thanks for watching!
Terrific! Insightful and prescient.
Thank you!!
What are your thoughts on Softbank's Masa-san's statement regarding re-entering the market with another cash fund he raised? VC funds and VC advisors have commented to the bidding war environment in the VC space fostering a huge overvaluation problem for fear of missing out or Softbank coming in and cutting them out of the venture rounds.
To give all credit, foresight, and prescience to VCs for spotting future behemoths of industry may be too charitable: Even pitchers homer once in a while. There is an academic literature here that may be relevant, as it is for hedge funds - Survivorship bias is important.