We talk to a fair number of LPs. If we connect the dots, it seems there is a huge explosion coming. Here's how it might unfold:

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Samir Kaji @samirkaji · Feb 10, 2023

From Twitter

Good thread @gdibner . A couple of things I would say: 1) LPs shouldn't be angry. Lps happily funded this (just as GPs shouldn't be angry at high cash burn companies w/questionable models) 2) Expect cleansing to take 2 years. Seeing fund sizes/terms change to be LP friendly

Tweet Feb 9, 2023

We talk to a fair number of LPs. If we connect the dots, it seems there is a huge explosion coming. Here's how it might unfold:

by Gil Dibner 🇺🇸🇮🇱🇪🇺🇺🇦

Recommended by 2 people

2 mentions

Noah Smith @NoahSmith · Feb 9, 2023

From Twitter

Interesting thread about the state of the VC industry right now

Tweet Feb 9, 2023

We talk to a fair number of LPs. If we connect the dots, it seems there is a huge explosion coming. Here's how it might unfold:

by Gil Dibner 🇺🇸🇮🇱🇪🇺🇺🇦

Recommended by 2 people

2 mentions