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Ethan Kurzweil

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52

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2024-12-06

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2024-12-06

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1

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1. “We'll get there. But that's now kind of, the building blocks are now there, the technology startups, without a lot of capital can take advantage of it. And so that's getting people kind of very, very excited again, even as everyone knows, there's still this fresh memory in everyone's head of how we kind of overcapitalized everything. And so those two forces are sort of countervailing, and it's having some interesting impacts that I think we'll probably get into.”

   2024-12-06 · Odd Lots · Ethan Kurzweil on Venture Investing in the Post-ZIRP, AI Era · IDENTIFIED FROM THE TRANSCRIPT · source

2. “Oh, the good old days of 2014. I miss those days too. I wish we could go back. So, right now, there's lots of things happening in sort of the tech landscape broadly as well as like venture. And so maybe just taking a few around venture, you had this era of explosion of different things, lots of different funds, new products, money being kind of invested in the asset class beyond what it could take, beyond the capacity of those companies to absorb the capital and do good things with it. I'm an optimist about tech and venture. I think more is generally better, but there's a limit to that. I think everyone would now agree kind of in hindsight we went a little bit beyond that limit. Now we're in this kind of new era where that's happened. We're kind of digesting the impact of that, of all this capital coming into the space. And you have this kind of new technology phenomenon. And by the way, it's not really new. It's maybe new as it applied to startups.”

   2024-12-06 · Odd Lots · Ethan Kurzweil on Venture Investing in the Post-ZIRP, AI Era · IDENTIFIED FROM THE TRANSCRIPT · source