Guy Perelmuter

speaker

104 appearances 1 recordings 1 series first heard Jun 2026 last heard 4 Jun

Guy Perelmuter’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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Venture Unlocked: The playbook for venture capital managers · Deep Tech Gold Rush: Smart Boom or Future Bust? · 4 Jun 2026 podcast

But after that, I think we're in this cycle where we're going to see the derivatives of us setting this infrastructure that is driven by AI.

In my opinion, it's the fact that the arc of history seems very neat and clear when you have the benefit of time, right?

We can very clearly see the patterns of the first industrial revolution, the second industrial revolution, the third one, because we can see that chart looking into 50 years, right, or 100 years.

Right now, we have our screens ticking with prices every second or last second.

And we do have ample access to information and capital.

So the speed and the efficiency and the nervousness with which capital moves is extreme.

And that will create backlash.

That will inevitably create winners and losers.

This is going to be as an infrastructure that is going to be the base for a new economy effectively over the next few decades.

There can be very few players.

So I do not believe that there's space for too many LLM providers, pure LLM providers, as there's not a lot of space for global telecommunications companies or global fiber optics companies and so on and so forth.

So at the end of the day, I think the negative effects are going to be that some investors

going to be burned some investors are going to lose a lot of money they're going to bet on the wrong horse if you will and as we have seen in history time and time again there is a risk that this will overflow to the whole asset class right that people are going to say okay this asset class doesn't work and the truth of the matter is not that the asset class doesn't work

It's that specific strategy for that specific investor didn't work.

And that's my fear that you're going to see this kind of nuclear winter, if you will, caused by this failures that will inevitably come and that could spill over into the broader venture market.

I think there's very little doubt in all of our minds that something that approaches, not perfectly, but approaches consensus is growth money, right?

As you see growth firms piling onto a relatively small cohort of names, they're

That's their consensus, right?

That's inevitably or almost inevitably companies that have been de-risked at some point by folks like us that come in early, that at some point were very non-consensus, very non-obvious because hindsight is 20-20.

Now, the idea that SpaceX will be worth...

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