The World Has Grown Up! Where's The Money?
summary
Claim: global venture is real—Silicon Valley share drops from 80% to 40%, and growth-stage capital concentrates in Series C/D checks of $10–30M. Firms report heavy competition and inflated valuations in the U.S., rising specialization by stage and vertical, and a pragmatic split: Europe growing more realistic, Southeast Asia still frothy. Internationalizing consumer or offline-heavy businesses often fails; infrastructure and platform plays scale globally. Concrete winners appear regionally — local ride‑hail winners: Didi, Grab, Go‑Jek, Careem — and limited partners prize repeatable returns over geographic novelty.
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chapters (9)
- 0:00Intro
- 0:38What is DLD
- 3:28The world is changing
- 6:43Competition in the US
- 7:58International Operations
- 13:56Avoiding Pitfalls
- 15:52Reality in the Market
- 19:53VC Segmentation
- 24:25Wrap Up
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