Steve Lord
speaker
944 appearances
4 recordings
1 series
first heard Jul 2025
last heard 7 Apr
Steve Lord’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 — 3 in all, peaking in Apr 2026 with 1.
Appearances
the the num the names that everybody would recognize, right?
So I know that doesn't sound very optimistic, but it is really it's fascinating to me because we've been at this now in this position probably for three years.
We've had a whole macroeconomic shift that occurred in the backdrop of all this stuff.
Didn't mean a thing, didn't touch it.
VC was always an extremely cyclical industry, and we've talked a lot about that in these sessions.
And
You you do have to start wondering now, did the baseline framework of the VC ecosystem shift?
Is it not realistic to expect a reversion back to kind of the the major guideposts that we used to see the the ecosystem running in?
You know, like a good AR, a good IRR on a 10-year vintage fund used to be 15, 12 to 15.
It's six right now.
So I mean, think about that for a minute.
If if a V LP or family office or whoever is looking at the world, well, gosh, they can get four in a treasury bond.
Right.
So are they peeling off lots and lots of new allocation to go into the venture ecosystem?
No, not yet.
Meanwhile, you've got this extreme dominance in one sector.
And then even within that sector, a few key players, OpenAI, Anthropic, they're they're raising quote VC rounds of you know billions and billions of dollars.
you know, fifteen years ago they were public by now.
They weren't.
Right?
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