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 months
1 · Apr OctJan 26AprJulnow

Recordings per month over the last 12 months — 3 in all, peaking in Apr 2026 with 1.

Appearances

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Um, one thing that I do think is interesting is I would have expected more MA activity by now.
We did predict that in our last call and it hasn't really it's been some, but it hasn't really kicked up.
I think back to that uncertainty uh mechanism.
There there isn't much yet that suggests the fall would be any
less active.
Um and so I think if you look at the historical
pick up in the fall, it's probably still likely, but it may be coming off of a pretty quiet pace.
Cause this time of year, with everything going on, I I don't blame VCs from saying
You know what?
I'm gonna wait.
I'm just gonna wait.
I think I if I was back doing that world again, I would look twice before I put a lot of capital to work right now.
Just because of what's going on.
I mean, I hate to say it, but there is a lot of reason to just sit on your hands unless something swings by you that you absolutely need to be in the newest, greatest, latest AI startup.
Why would you rush?
Right.
Right.
That startup that you want to fund, they're still going to be there in October.
And by then you might have a rate cut.
You might have Iran stable.
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