Tom Loverro Profile picture
Investing in startups that define industries @IVP. 13 years cancer-free. 3 kids and a minivan. @amplitude_hq @coinbase @datadoghq @github @hashicorp #undaunted
Eric Anderson Profile picture John Cleary Profile picture Max DeFi Profile picture 雷神Value(✊, ⬜) Profile picture 5 subscribed
Jan 31, 2023 21 tweets 3 min read
PREDICTION: There's a mass extinction event coming for early & mid-stage companies. Late '23 & '24 will make the '08 financial crisis look quaint for startups. Below I explain when, why & how it will start & offer *detailed advice to founders* on surviving the looming die-off. /1 First, context: “great” startups will always get funded, albeit not on 2021-style terms. Many “good” startups will endure down or flat rounds. Many merely “ok” and pre-product-market-fit startups will die – at a greater rate than anything we’ve seen since 2008. /2
Jun 28, 2022 10 tweets 4 min read
Crypto winter is here ❄️. I was on the @coinbase board until 2021 and led its Series D for @IVP. I’ve lived crypto cycles since 2013. Here are my predictions on how and when this crypto winter will end, and how to emerge stronger. 🧵👇/1 In 2022, crypto will go even lower. 2023 will be mostly flat to down, until indifference 🥱 sets in, signaling a long-awaited spring thaw (explained below). Crypto macro will improve in the 2nd half of 2023. My reasoning: /2