newsfilter.io

Frank Rotman

Showing 11 of 1 transcripts.

  1. 20VC with Harry Stebbings1h 3m

    DEBATE: State of Seed Investing w/ Jason Lemkin, Sam Lessin, Frank Rotman & Harry Stebbings | E1047

    Jason Lemkin, Sam Lessin, Frank Rotman, Harry Stebbings

    Venture capital has shifted from a predictable factory model to a high-variance strategy focused on bespoke investing in "weird" deals with limited competition. While seed valuations remain elevated, the industry is prioritizing capital efficiency and profitability over hyper-growth narratives, forcing mid-tier funds to consolidate or demonstrate non-generic returns to secure capital. A divergence remains regarding the timing of a potential 2024 IPO wave, yet consensus suggests the market will ultimately favor efficient companies with proven unit economics over those relying on unchecked growth.