The Meteoric Acceleration in Series A Valuations

tomtunguz.com

34 points·klochner··9 comments

> if the trend continues, and the Series A replaces the B, we can finally state with confidence that the Series Seed is new Series A, which would imply a very substantial change in industry dynamics.

Sounds like a "very substantial change" in what we call things.

"Meteoric" is what will happen when those valuations come crashing down to earth.

I think the larger Series A rounds are just a natural by-product of companies being further along before they reach Series A. What was Series B is now Series A.

I think that's well-stated by the author.

> Nevertheless, I’ll be paying attention to the Series A market, because if the trend continues, and the Series A replaces the B, we can finally state with confidence that the Series Seed is new Series A, which would imply a very substantial change in industry dynamics.

I'm just glad it doesn't make big claims about some bubble based on the data in the graphs. There may be a bubble, but we have to at least look at assets and earnings vs. series A for that to be remotely meaningful.

thanks to QE and low interest rates there is a lot of money slushing around looking (and having pretty tough time finding and competing for) where to invest. I.e. it is a sellers(founders) market out there.

I thought that started many years ago, what is different this time? Is it that pent up?

Huge outside money influx into the Valley during last year

Where has it come from, and why is it the valley specifically this time?

I like how this article is from the future.

> Nov 11, 2014

Reply on news.ycombinator.com