venturecapital

"Either need a full 3-4 year total bear market death washout, or the user base must grow 10x to justify the growth in valuations. The latter is preferable, of course! Alternatively, you can invest in a segment that is still tiny, and you expect it to grow even if the industry doesn't magically 10x from here. That's also fine. But VCs rarely invest in such tiny niches as they prefer the safety of failing or winning together. After all, all of this is a cycle. But VC deployment cycles are something you must take into account."

"Either need a full 3-4 year total bear market death washout, or the user base must grow 10x to justify the growth in valuations. The latter is preferable, of course! Alternatively, you can invest in a segment that is still tiny, and you expect it to grow even if the industry doesn't magically 10x from here. That's also fine. But VCs rarely invest in such tiny niches as they prefer the safety of failing or winning together. After all, all of this is a cycle. But VC deployment cycles are something you must take into account."

https://x.com/ivangbi_/status/1817530057616740490

generalist solopreneur 🏝️ growth @kingpost /kingpost 🌞 /gokhan /philosophy /openfinance

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