YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136
Today’s show: Jason and Alex dive into why Y Combinator startups are raising at sky-high valuations with relatively low ARR—what does that mean for investors and founders? VC funds are slowing down and returning to pre-ZIRP pacing, signaling a reset in the market. Plus, in this week’s Office Hours, Sean Steigerwald, founder of CustomerIQ, demos his AI sales agent that lives in your inbox, drafting follow-ups using CRM context. It’s a deep look at early-stage investing, startup efficiency, and where AI is headed in enterprise.
Key Points
- Securing product market fit early significantly reduces the need for fundraising, allowing founders to retain more ownership and focus on growth.
- There's a noticeable trend of startups choosing to base their operations outside the US, in regions like Singapore, Dubai, and Europe, while still targeting the US market.
- Venture funds are now taking longer to deploy capital, indicating a shift back to more methodical and cautious investment strategies post-pandemic.
Chapters
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1:19 | |
2:09 | |
7:56 | |
10:49 | |
11:40 | |
19:45 | |
21:21 | |
26:23 | |
29:52 | |
31:08 | |
33:33 | |
36:31 | |
42:46 | |
45:21 | |
49:17 | |
52:18 | |
53:04 | |
54:30 | |
56:33 | |
58:45 | |
1:02:43 |
Transcript
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