Great analysis, enjoyed reading it. I wonder what will come of the opportunistic fundraising / investing in 2020 re: companies that turned out not to "need" it and by Q3 were sitting on more capital than expected. Would be interesting to track in terms of impacts to various trajectories, good and bad, and/or to see what various teams did or didn't with do with it. Very interesting world you operate in (I'm not in VC; just read out of interest).
Great analysis, enjoyed reading it. I wonder what will come of the opportunistic fundraising / investing in 2020 re: companies that turned out not to "need" it and by Q3 were sitting on more capital than expected. Would be interesting to track in terms of impacts to various trajectories, good and bad, and/or to see what various teams did or didn't with do with it. Very interesting world you operate in (I'm not in VC; just read out of interest).