Jason @ 01:01:07Inconclusive
venture
The early‑stage startup funding vintage of roughly 2023 (the year in which he invested in ~100 companies) will, in hindsight, produce better venture returns than any other venture vintage during the lifetimes of the hosts (i.e., will be the best-performing VC vintage of their investing careers).
So I think this is going to be the best vintage adventure in our lifetimes. That's my personal belief. I invested in 100 companies this year, but I could be wrong.View on YouTube
Explanation
The prediction concerns the ultimate performance of the 2023 early‑stage startup funding vintage relative to all other venture vintages over the hosts’ entire investing lifetimes. As of November 30, 2025, we are only about two years past the 2023 vintage. Venture capital vintage performance is typically evaluated over long horizons (often 8–12+ years) because meaningful exits, IPOs, and large secondary sales usually take many years to materialize. There is no credible industry data or consensus yet that would allow anyone to definitively rank the 2023 vintage against all prior and future vintages on a lifetime basis. Therefore, it is too early to determine whether this prediction is right or wrong.