5 • 1 Ratings
🗓️ 28 June 2024
⏱️ 67 minutes
🧾️ Download transcript
Click on a timestamp to play from that location
0:00.0 | It's just so good to see that. |
0:09.0 | They were working, swimming in the same direction. |
0:12.0 | It was just cool to see. |
0:14.0 | Measuring instead of from seed to series A, from seed to death would be the more interesting |
0:17.5 | stat because it's not just that founders been delaying kicking the can down |
0:20.9 | the road. Heaps of them have gone back to be focused on getting cash flow positive and actually |
0:25.4 | going, you know what, I'm not going to race. I'm just going to build this like we did in the old days. |
0:30.1 | Yeah. They invested 44 million in a minority stake in 2018. They have done some follow-ons. |
0:37.2 | It doesn't say exactly how much they've done, |
0:39.3 | but that stake is now worth 800 million. So it actually seems a bit unfair that Camber's |
0:44.9 | being called out for a clause that seems to be standard, if that is true. We talk a lot about |
0:50.2 | that 21 vintage and with hindsight how clear it is but when you're in it the ability to know |
0:55.2 | that you're in that part of the cycle and to control your emotions and behave appropriately when |
1:01.1 | you're in that part of the cycle like that's the talent and it is bloody hard to do everyone in this |
1:05.9 | room is now dumber for having listened to it i award you no points and may god have mercy on your |
1:10.8 | soul Dumber for having listened to it, I award you no points and may God have mercy on your |
1:10.8 | soul. |
1:23.8 | Good afternoon. |
1:25.1 | Hey, gents. |
1:25.7 | How are we? |
1:26.4 | Hey, lads. |
1:27.3 | It's been so busy that it feels like a long time since we've done one of these. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Tribe Global Ventures, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Tribe Global Ventures and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.