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← The 2022 fall in tech valuations is a lasting new normal, not a temporary dip.

17 connected korrents · 17 moments from 1 Jun 2022 to 21 Oct 2026.

Everything filed under startups startups Everything filed under investing investing Everything filed under venture capital venture capital Everything filed under product management product management Everything filed under stock market stock market Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: The 2022 fall in tech valuations is a lasting new normal, not a temporary dip. The 2022 fall in tech valuations is alasting new normal, not a temporary dip. Last stated 4 years ago 15 Sept 2022 MS Mark Suster — holds since 2022-09-15 — tap for who they are Same subject: Private startup valuations will be reset, from late stage down to seed. — tap to centre the map on it Private startup valuations will bereset, from late stage down to seed. Last stated 4 years ago 15 Sept 2022 MS Mark Suster — holds since 2022-09-15 — tap for who they are Same subject: Stocks sustained by persistent online attention can stay overpriced for long periods, so overvaluation alone does not imply a near-term correction. — tap to centre the map on it Stocks sustained by persistentonline attention can stay overpricedfor long periods, so overvaluationalone does not imply a near-termcorrection. Last stated 4 years ago 25 Jul 2022 NS Noah Smith — holds since 2022-07-25 — tap for who they are Same subject: Prediction markets will become normal by next year. — tap to centre the map on it Prediction markets will becomenormal by next year. Last stated 5 months ago 20 Jun 2026 JB Josh Brown — holds since 2026-06-20 — tap for who they are Same subject: The money waiting on the VC sidelines will be deployed patiently, to founders not clinging to 2021 valuations. — tap to centre the map on it The money waiting on the VCsidelines will be deployedpatiently, to founders not clingingto 2021 valuations. Last stated 4 years ago 15 Sept 2022 MS Mark Suster — holds since 2022-09-15 — tap for who they are Same subject: Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying. — tap to centre the map on it Even a long-horizon deep techcompany should chase revenue soonerthan it thinks, so that it is valuedon its roadmap rather than on itsprobability of dying. Last stated 3 months ago 7 Aug 2026 MH Max Hodak — holds since 2026-08-07 — tap for who they are Same subject: The froth visible in US markets in 2025 was the 2021 mania returning, and reason enough to take risk off. — tap to centre the map on it The froth visible in US markets in2025 was the 2021 mania returning,and reason enough to take risk off. Last stated 2 months ago 25 Aug 2026 NM Nick Maggiulli — holds since 2025-08-26 — tap for who they are NM Nick Maggiulli — no longer holds since 2026-08-25 — tap for who they are Same subject: The long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will help by cutting the cost of going public. — tap to centre the map on it The long trend of making it easierfor ordinary people to index more ofthe economy will resume, and AIitself will help by cutting the costof going public. Last stated 5 months ago 4 Jun 2026 PT Phil Trammell — holds since 2026-06-04 — tap for who they are Same subject: The half-life of a technology company is short, and the few that last decades are the exception rather than the rule. — tap to centre the map on it The half-life of a technologycompany is short, and the few thatlast decades are the exceptionrather than the rule. Last stated a year ago 18 Aug 2025 BT Bret Taylor — holds since 2025-08-18 — tap for who they are Same subject: A cash-flowing core business can fund long-term speculative R&D in a way no venture capitalist would ever support. — tap to centre the map on it A cash-flowing core business canfund long-term speculative R&D in away no venture capitalist would eversupport. Last stated 7 months ago 12 Apr 2026 ES Evan Spiegel — holds since 2026-04-12 — tap for who they are Same subject: A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. — tap to centre the map on it A founder should take half thevaluation if it buys all of thecontrol, because the right to bewrong in your own way is whatfounding was for. Last stated 5 months ago 2 Jun 2026 MP Mark Pincus — holds since 2026-06-02 — tap for who they are Same subject: AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. — tap to centre the map on it AI factories and foundries are toocapital-intensive for venture money;they need government or sovereignfunds behind them. Last stated 5 months ago 18 Jun 2026 LT Lip-Bu Tan — holds since 2026-06-18 — tap for who they are Same subject: A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. — tap to centre the map on it A bubble can only be identified inretrospect, so arguing about whetherone is happening now cannot besettled now. Last stated 11 months ago 9 Dec 2025 HM Howard Marks — holds since 2025-12-09 — tap for who they are Same subject: A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. — tap to centre the map on it A central bank can eliminate aself-fulfilling ('sunspot') debtcrisis simply by credibly committingto buy as many bonds as needed atthe low interest rate. Last stated 4 years ago 1 Jun 2022 OB Olivier Blanchard — holds since 2022-06-01 — tap for who they are Same subject: A contested or overturned election would permanently damage America's animal spirits, investment, productivity growth, Treasury yields, and the dollar. — tap to centre the map on it A contested or overturned electionwould permanently damage America'sanimal spirits, investment,productivity growth, Treasuryyields, and the dollar. Last stated 2 weeks ago 21 Oct 2026 BD Brad DeLong — holds since 2026-10-21 — tap for who they are Same subject: "Simplify onboarding" is an action, not a problem, and a roadmap line written that way will not work. — tap to centre the map on it "Simplify onboarding" is an action,not a problem, and a roadmap linewritten that way will not work. Last stated 2 years ago 19 Jan 2025 EV Elena Verna — holds since 2025-01-19 — tap for who they are Same subject: A company can run a product and a project operating model at the same time. — tap to centre the map on it A company can run a product and aproject operating model at the sametime. Last stated a year ago 27 Oct 2025 PW Petra Wille — holds since 2025-10-27 — tap for who they are Same subject: A company captured by ideology will produce useless products — tap to centre the map on it A company captured by ideology willproduce useless products Last stated 3 years ago 8 Mar 2024 DH David Heinemeier Hansson — holds since 2024-03-08 — tap for who they are
same subject or similar wordinga cloud: claims about one subject, named for itbar: when it was last stated, on a scale from 2015 to today — full is todaya face: someone who holds the claim — tap it for who they arefaded, dashed ring: they no longer hold it — they changed their mind

At the centre The 2022 fall in tech valuations is a lasting new normal, not a temporary dip. Last stated 15 Sept 2022 · 4 years ago Holds Mark Suster Read this korrent →