Aram Verdian
speaker
731 appearances
1 recordings
1 series
first heard Jul 2026
last heard 24 Jul
Aram Verdian’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Series B today is all over the place.
My sense is from the deals you mentioned that you looked at in the deal by deal, forget the nomenclature, they're mature deals.
Like they have product market fit.
They've proven it out.
GPs are falling over themselves to get into the deals because they were subscribed.
If you're going to be in that stage of a company's life cycle, I think it's actually, it makes sense for you to say, the signals I'm going to use is the traction of the company and the current syndicate of the company and try to get as much as I can deal.
But you likely will participate because the rounds are just way too big to begin with.
I mean, everything I just said, I could be wrong.
The whole industry has changed.
Micro VC is the most competitive I've ever seen.
I keep calling it micro VC because that's what it was in 08, 09, and 10.
But seed is now the most competitive and the most confusing place to invest in.
If you're a new seed fund, there has never been a harder time for you to start a fund and to invest your fund.
Late stage has emerged as a whole new category in venture because companies are staying private longer.
And we can talk about why.
AI has broken the rules of fundraising, valuations, company traction, and everything around there, which has led to fundraising at the firm level, fundraising at the company level.
I mean, last year, 10 firms made up more than 50% of the fundraise, 18 firms, 80%.
You unpack that, why is that the case?
But because you have five companies in the last two years that have raised more than 50% of the capital in the whole industry.
AI has broken the rules of all those things.
Showing 461–480 of 731 · page 24 of 37
← Previous
Next →