Henry Blodgett
speaker
573 appearances
1 recordings
1 series
first heard May 2025
last heard May 2025
Henry Blodgett’s voice in public audio — every appearance, attributed to the second.
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Appearances
I don't know what's happened in the last month in the venture market, especially the second year, the for series A and so forth.
My guess is the early investing is pretty much fine as long as the capital is there.
A company that's has a small valuation, that's probably there.
But usually where you see it is in series A, series B, series C, because venture capitalists are very tied to the exits.
One of the real problems in venture capital for the last really five,
10 years.
It's been the IPO market, it's been so sclerotic.
Uh yeah.
You have to be a colossal company.
And so that's why a lot of companies have looked for exits.
But I will say that.
One of the big problems with waging a trade war this way, where literally overnight you decouple two economies that are
deeply interlinked is that it is impossible for companies to plan.
Yeah.
And Apple is a very good example.
They spent decades building a world-class global supply chain that benefited the entire world, including the United States.
Consumers, we get these amazing iPhones for the price we get them for.
And to effectively say, guys, you got to put that supply chain on a ship and get it to Texas by tomorrow morning is just not going to happen.
And so Apple is doing what any intelligent company would do, which is saying, you know, look, I do think that this there's going to be this long-term pressure to decouple from China.
We need to diversify a little bit for a lot of reasons.
Showing 301–320 of 573 · page 16 of 29
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