E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
- Podcast episode
- Mar 26, 2022
- #Politics #PoliticalEconomy
(0:00) Bestie Guestie Brad Gerstner is filling in for Friedberg
(1:34) Understanding public SaaS and Internet multiples, Instacart's cuts its valuation by 40%, understanding realit...
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Romeen Sheth @RomeenSheth
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Mar 26, 2022
This was one of the best (and most timely) episodes yet: - reality of private market reset - building an enduring business - danger of misaligned incentives - importance of picking vs. indexing Especially enjoyed @DavidSacks + @altcap perspectives in this one