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Dec 7, 2023·edited Dec 7, 2023

I've read this 5-6 times since you published this and am surprised by how prescient this was. Elongating time between rounds, higher percentage of down / bridge rounds (source: https://carta.com/blog/state-of-private-markets-q3-2023/), slower fundraising (Tiger's and Insight's botched raises) all happening pretty much as posited.

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