What Does the Post Crash VC Market Look Like?

So many people working in VC went straight into it after Stanford without ever starting a company, like it’s investment banking or something. Maybe the VC industry will shrink along with the startups, or at least the unhelpful partners.

The chart of how much money is still left waiting to be invested in crazy. Looks roughly that 2021 and 2022 have as much money waiting to be invested as 2012 did total. Each year has added that much.

So valuations need to come down dramatically is the argument, but the amount of capital trying to get spent is going up astronomically. How does that mismatch resolve in an actual marketplace? Do we assume there are suddenly 4x as many good investments to make from 10 years?

I like that better than anyone who can take endless free money loans with little concern because of zero or negative interest rates can play “VC”.

I can easily name a dozen companies and technologies that massively changed the world from 2000-2010 (not saying for better, but undeniable), what have we really developed that didn’t exist in 2010-2020 in this era of Free Money and “Unlimited Potential”?

Hypothetical question.

From my view, I’ve seen VCs come in and use capitol to build up people with good intentions or ideas, and immediately get them absorbed into the giants who are also throwing away endless free money even if their business model is awful.

I’m not looking forward to hyper inflation. But I am looking forward to a slower tech market that actually has to provide something useful in order to stand out.

"Post" crash? If you think what we've seen is the crash you have no idea what's coming.