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20 results for “startup valuations”
Concept5 mentions across episodes
valuations
Concept2 mentions across episodes
startup
“Why African startups don't deserve Silicon Valley valuations”
and taking those valuation metrics to layover on some of these Africa deals, which, you know, have incredible revenue growth. Top line is looking good, but maybe don't deserve the 10 to 15 x revenue m
16:31 / 17:03
market insight16:31 – 17:03
...to put 10,000,000 in for 2%. And then I come in and I say, I'll put 20,000,000 in for 2%. So I'm gonna pay twice the valuation. If we're both believe this is gonna be a $100,000,000,000 company, all I'm doing is losing the gain from a billion to 2,00
14:15 / 15:22
from transcript14:15 – 15:22
...valuations is that the investor is buying an out of the money option on your startup. Right? So if you're raising at a given valuation $10.20, $50,000,000, your company is not actually worth $10.20, $50,000,000. It's not really worth very much at all
8:59 / 10:14
from transcript8:59 – 10:14
1% of startups that were formed, you know, in The United States. So this data is about the 1% of startups in the seed ecosystem. And, it is correct. You will pay 5 x net net on the valuation to the ARR performance. Now but, you know, listen, there's,
45:44 / 46:53
from transcript45:44 – 46:53
markets. Matt, same question over to you. Similar dynamics from your side? Yeah. Absolutely. And, look. To to keep it real, I'm not at all able to find, attractive entry prices. I've been at Firstmark for over a decade now, and the last two or three
3:45 / 4:45
from transcript3:45 – 4:45
Jason, I want Jason, I want you to weigh in on the discount and premium side of things. What is launch seen in the market, and how much more or less attractive have secondary offers been to you in the last couple quarters? Well, during peak zerp, we
4:23 / 5:32
from transcript4:23 – 5:32
...is if the valuations are that overpriced, which you have to ask yourself, in one year when they come back to market to raise their next round, what will the valuation of those companies be? If they were valued, you know, if they're at a 100 k in ARR,
43:26 / 44:31
from transcript43:26 – 44:31
5,000,000,000 market cap, and then you see some of the prices that we're paying? But the problem is the prices you're paying are for things going at a very different rate. I mean, where it should. So let's unpick that. At a minimum, your operating as
11:15 / 12:15
from transcript11:15 – 12:15
what's the damn thing worth? And so SpaceX is a little easier because there's kind of a market in their shares. But for something that's $10.20, $50,100,000,000 market cap, and also just by whatever's going on in the world, you just lick your finger
8:22 / 9:21
from transcript8:22 – 9:21
...valuations are $50,000,000. One, you don't have the capital to play in those rounds. And two, the entry price is not low enough for you to make this fund economics work. Whereas if you have a billion dollars and you're willing to play at seed stage,
10:24 / 11:40
from transcript10:24 – 11:40
...most startups are not gonna gonna be the very top. There most aren't gonna be Datadog or Snowflakes. On their end, they're earlier. So I said anything over 15 x AR is suspect, and I did a matrix. Here's the revenue of everything. Here's the last roun
24:43 / 25:52
from transcript24:43 – 25:52
If the market will absorb them, will it be time to flush our twenty twenty one unicorns out the door and down the drain, but out the door in 2026 and 2027? Maybe it's time to just let these let them go. It would no matter what what what price it's at
1:05:08 / 1:06:17
from transcript1:05:08 – 1:06:17
you know, picked from the same orchard that aren't bruised, that are shiny and new and don't have worms in them, and and we put them out, you know, and say, hey. Look. We worked with these apples. These are these are some good apples. How about these
48:00 / 49:01
from transcript48:00 – 49:01
that investors can either opt in or opt out. It is a little douchey, but it it actually leads to a bit to a very efficient process for folks to opt in or opt out. Right? I mean, YC has been doing this for over a decade. You know, even in the old days
37:04 / 38:49
from transcript37:04 – 38:49
“VCs discuss how $500B+ companies are changing early stage investing forever”
exit 15 ago would have been one of the biggest exits we'd ever see. Yeah. Today, we are gonna see companies that go public that are gonna be north of $500,000,000,000. And how does that impact how you
27:50 / 28:26
market insight27:50 – 28:26
...end valuations, and then we're 10 x ing them, and we're basing comp on that. We're basing comp on a camera. It's never gonna happen. Look at all those 2021 moonshot publicly disclosed ones. Most of them are like, oh, what were we thinking? We thought
32:59 / 34:02
from transcript32:59 – 34:02
Swag works. It works. It's a it's a good investment. It's a good investment. It is. Quality swag works. It's gotta be good enough that you wanna wear it. That's the test. Or play with it in the case of a paddle bat. Bat. Hey Rory, we see yours behind
4:27 / 5:30
from transcript4:27 – 5:30
But if you're pre seed, like you're running an accelerator, you are investing at but a $1,700,000 valuation as Y Combinator, Techstars, or ourselves, the Launch Accelerator, or in our founder university program, even 1,000,000. So we will expect 40%
23:03 / 24:16
from transcript23:03 – 24:16
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