thanks to QE and low interest rates there is a lot of money slushing around looking (and having pretty tough time finding and competing for) where to invest. I.e. it is a sellers(founders) market out there.
I think the larger Series A rounds are just a natural by-product of companies being further along before they reach Series A. What was Series B is now Series A.
> Nevertheless, I’ll be paying attention to the Series A market, because if the trend continues, and the Series A replaces the B, we can finally state with confidence that the Series Seed is new Series A, which would imply a very substantial change in industry dynamics.
I'm just glad it doesn't make big claims about some bubble based on the data in the graphs. There may be a bubble, but we have to at least look at assets and earnings vs. series A for that to be remotely meaningful.
> if the trend continues, and the Series A replaces the B, we can finally state with confidence that the Series Seed is new Series A, which would imply a very substantial change in industry dynamics.
Sounds like a "very substantial change" in what we call things.
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[ 3.4 ms ] story [ 42.9 ms ] thread> Nov 11, 2014
> Nevertheless, I’ll be paying attention to the Series A market, because if the trend continues, and the Series A replaces the B, we can finally state with confidence that the Series Seed is new Series A, which would imply a very substantial change in industry dynamics.
I'm just glad it doesn't make big claims about some bubble based on the data in the graphs. There may be a bubble, but we have to at least look at assets and earnings vs. series A for that to be remotely meaningful.
Sounds like a "very substantial change" in what we call things.