Stop, Breathe, Think

By Keith Teare • Issue #317 •

So many points of view about the venture ecosystem. Some panic, some optimism, some ‘wait and see’. Modern media likes to take sides but all of these sentiments are appropriate because more than one thing is happening. All at the same time.

Contents

Essays of the Week

• Venture Capital Feels the Stock Market’s Pain — WSJ
• Coatue’s View of the Market — Newcomer
• What’s really happening in growth-stage VC — Samir Kaji
• Startup Markets, Summer 2022 Edition — Elad Gil
• When AI Becomes Table Stakes — Tomasz Tunguz
• Will the crypto crash derail the next web revolution? — FT
• Metabook Launches Web3 / Metaverse Reserve System — Benzinga
• Sequoia and Tiger Global Take SoftBank to the Cleaners — WaPo

Good News

• Tenacity raises $60m in three months
• Startup Founders Say Venture-Capital Investors Are Driving Harder Deals
• Sequoia Capital’s China Arm Raises $9 Billion, Exceeding Target

Bad News

• Coatue’s Funding Numbers Take Significant Dip in First Half Of Year