I follow finance people (#fintwit) and VCs on Twitter. What they say are sometimes very discordant. 1/4
Conversation
Finance people: “as an investor, the end of a cycle where everyone is exuberant about capital is when you should be the most fearful … because prices will be bid way above value.” 2/4
Replying to
Meanwhile in VCland … (3/4)
Quote Tweet
Capital is a commodity—there’s an oversupply of money seeking yield
It’s an incredible time to be a founder or VC—capital is plentiful and the marketplace for talented people starting companies is unlimited (as long as you look outside central casting)
Growth mindset 
twitter.com/paranoidbull/s…
twitter.com/paranoidbull/s…1
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I’m interested to see how this all turns out. At some point, I suspect, things will change. And when they do it will be great to invest in startups again.
Epistemic status: relatively uninformed; speculative.
End (4/4)
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