Venture funding could explode as tech expands beyond 9% of GDP

But, Ned, when I take a step back, I always ask myself fundamental question.

26:20 / 26:54

consumer, etcetera. If that sleeve moving from 9% of the GDP is now to a 20%, 30%, 40% because now we go into space and we go into automotive and we go into defense and we go into mining and manufacturing. Arguably, the venture should grow significantly because that's how we enter technology into a much bigger town. So in some way, do I think there is too much money? Yeah. Do I think there's some stupid valuation? Yeah. For sure. But, Ned, when I take a step back, I always ask myself fundamental question.

About this clip

A VC argues that while there's currently too much money and inflated valuations in venture, the industry should grow significantly as technology expands from consumer applications into massive sectors like space, automotive, defense, mining and manufacturing. The speaker acknowledges current market frothiness but sees long-term expansion potential as tech penetrates a much larger addressable market.

Why this clip

This clip presents a contrarian perspective on venture capital oversaturation by reframing it within the context of technology's expansion into massive traditional industries.

26:20 - 26:5434smarket insight

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