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Jamin Ball

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  1. 20VC with Harry Stebbings1h 15m

    Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101

    Ed Sim, Jamin Ball, Harry Stebbings

    Venture capital market dynamics have shifted from the 2021 funding bubble to a restrictive 2024 environment where late-stage valuations have contracted by 90% and antitrust scrutiny limits large-scale M&A. Founders and investors like Ed Sim and Jarmin Ball now prioritize cash-flow breakeven and realistic growth metrics over inflated multiples, forcing a strategic pivot toward "acqui-hires" and private-to-private transactions. Looking ahead, the industry views 2024 as a critical vintage for deploying capital at adjusted prices in emerging sectors like AI security and data infrastructure, emphasizing manager selection over vintage timing to generate sustainable returns.