20VC: Predictions for 2024: What Happens to Early Stage VC Funding, Do a Load of Venture Funds Die, What do LPs Do in 2024, Does Figma Kill the M&A Market, Will IPOs Comeback & What Does a Trump Administration do for Startups with Jason Lemkin @ SaaStr

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC

Finance, Venturecapital, Tech News, News, Siliconvalley, Technology, Investing, Startups, Business

4.4 • 637 Ratings

🗓️ 4 January 2024

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

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Summary

Joining Harry in the hot seat today is Jason Lemkin, Founder @ SaaStr and one of the OG SaaS investors of the last decade. The discussion today is broken into two segments:

2023: A Year in Review:

Breakout company
Best early-stage fund
Best late-stage fund
Most surprising event
Founder of the Year

2024: Predictions: What is to Come:

Does the IPO window open?
Do Stripe, Databricks, and more go public?
What happens to early-stage venture markets?
Does the growth stage come roaring back?
What happens to the M&A market?
How does Trump change the startup ecosystem?
Will a generation of young VCs be washed out the system?
Will a ton of venture firms shut down?

Transcript

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0:00.0	I've been doing SaaS since 2005, and this is the first year I'm worried.
0:03.7	I am worried the deceleration that we saw last year, that public SaaS companies growing
0:09.5	at their slowest pace ever.
0:11.0	I'm worried some of it may be permanent.
0:12.7	I think 2024 is the year of you might as well go public.
0:16.1	Welcome back.
0:16.8	This is the first 20 VC of 2024.
0:19.3	Happy New Year.
0:20.2	And I wanted to kick off our first episode
0:22.1	with a look back on the winners, losers, highs, lows, surprises of 2023 for half of the show.
0:28.9	And then I wanted to spend the other half predicting, predicting funding markets for startups,
0:32.8	for funds, the LP landscape, M&A, IPO, what does 2024 bring us?
0:39.8	Joining me as a dear friend Jason Lemkin, founder at Saster, and one of the OG SaaS investors.
0:45.0	But before we dive into the show today, I love any innovative approach to venture and
0:49.7	startups, and that's why I love a rising ventures.
0:52.2	They're a holding company that acquires tech startups facing difficulties, and they help them reach their true potential.
0:58.0	The Arising Ventures team are tech founders, they're not bankers, so they know what other founders really care about.
1:04.0	They've given many great businesses a second chance at success.
1:07.0	Like Jive, a business Arising Ventures relaunched after it shut down in 2021.
1:13.1	Arising Ventures bought them out of liquidation, brought back key team members and took them
1:17.5	from naught to 1 million ARR in just five months. Thanks to Arising Ventures, Jive now serves
1:23.4	some of the largest brands in the world. So if your tech startup is facing hard times,
	...

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