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Would you be willing to bet that S20 won't exceed an IRR of 20%? Edit: for context, the comment I responded to was originally linking to the S20 batch and impl
by aerosmile 6y ago
Would you be willing to bet that S20 won't exceed an IRR of 20%?
Edit: for context, the comment I responded to was originally linking to the S20 batch and implied that the companies are weak.
- solosoyokaze 6y agoI would bet that 75% of those companies will be out of business in five years.
- aerosmile 6y agoSure, I'll take that bet, as long as we can bring it back to your original premise, which is that S20 sucks and that smart founders are better off skipping YC. For that point to be validated, we need to establish that a comparable cohort of non-YC companies will fare less well. So here's my proposal: We take all companies indexed on AngelList and isolate for those started in 2021. Then we separate them into YC and non-YC cohorts. In January of 2026, we will see which cohort has a higher rate of shut downs. Deal?
- solosoyokaze 6y agoThat would be extremely interesting, and yeah I'd put $100 into that bet.
- aerosmile 6y agoI am in. Here's my email: https://bit.ly/3bCwlYs https://bit.ly/3bCwlYs. Please confirm once you have it.
- solosoyokaze 6y agoWe need a platform for this, not an email address. Sort of like fantasy sports, only for VC.