Good deals aren’t shared like in the old days. Too much capital flowing around.
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Replying to @rishmishra
Yes, for sure. I don't think you'll see dunking on downstream investors. It's the opposite of dunking there :-) But competitors or folks in other segments/geos, that's where it happens.
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Replying to @mgirdley @rishmishra
The newfound love of the direct listing is just a SV socially acceptable dunk on NYC
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Second point: the VC who everyone is dunking on is not from SV!
9:31 PM - 3 Feb 2020
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