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> I think we're seeing more money flow into deep-tech, particularly energy, environment, and health. Those sectors rarely make sense for the VC funded model wh
by umeshunni 3y ago
> I think we're seeing more money flow into deep-tech, particularly energy, environment, and health.
Those sectors rarely make sense for the VC funded model where money has to be returned in ~10 years.
Will they end up throwing a large amount of money at a smaller number of start-ups?
> More VCs will chase the best deals, raising the price of those start-ups. Then the 2nd tier companies will probably follow.
> Will VCs return funds to LPs? Give up on the being VCs and say "I always loved being an operator, so now I'm returning to that"
Both of those are likely outcomes. You'll likely see more late stage deals, competing with the likes of Fidelity.