Scott (HarbourVest) - Unknown Last Name
speaker
382 appearances
1 recordings
1 series
first heard Jul 2026
last heard 27 Jul
Scott (HarbourVest) - Unknown Last Name’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
It may look like it's underpriced, but at the time, I feel like everybody who invests probably thinks you're paying too high a price, right?
I think so.
I think so.
Yeah.
And that's the beauty of investing early because ultimately you will outgrow that valuation at some point.
If you want to bring recency into the discussion, right?
Anthropic is top of mind.
I think my reaction when investors were investing in Anthropic at just under $20 billion was like, wow, that is a rich price.
Well, that deal looks phenomenal right now, right?
What I love is the investment thesis of be short-term contrarian, long-term consensus.
That's how you win.
You invest in things when everybody doesn't see it.
if you want to bring the power law back into the discussion around consensus versus non-consensus and you just look at the current venture market before spacex went public there was one company that was valued at greater than a trillion dollars if you go below the trillion dollar mark and pick a universe of a 100 billion dollar valuation to a trillion there's roughly 10 companies in that universe and then 10 billion to 100 billion
There's 100 companies in that universe.
I define those 100 companies or those 120 companies, whatever they are, that is the consensus, right?
And there's a lot of capital, both venture capital and other types of institutional capital that's chasing all of those same companies.
I think where you start to move out of the consensus is when you move to those companies that are worth, let's call it a billion to 10 billion.
It's the unicorn club, but I think there's 1500 of those.
And how many of those companies are actually going to matriculate?
They're going to move north of 100 billion or maybe even a trillion if they're really ambitious.
Showing 101–120 of 382 · page 6 of 20
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