My guess is that we're in a pretty good time for VC because of AI and the disruption it's causing and the potential for value creation, it's it's creating it's sort of restocking the pond with opportunities for many more big companies to be created. And I think ultimately they'll be very good for the asset class.View on YouTube
The prediction explicitly concerns “roughly the coming decade” of venture capital performance following widespread AI adoption in the mid‑2020s. Given the podcast date of August 15, 2025 and the current date of November 30, 2025, only a few months have elapsed.
Even if there are early signs that AI is generating new startups and increasing VC activity, that does not yet establish that, over a multi‑year period, venture capital as an asset class will outperform its prior several years or enjoy structurally better opportunities. Assessing a decade‑scale asset‑class prediction requires data across most or all of that horizon (e.g., fund returns, exit values, capital formation trends through the early‑to‑mid 2030s), which we do not yet have.
Because the forecast is long‑dated and we are still at the very beginning of the predicted window, there is not enough evidence to label it as correct or incorrect. Therefore, the prediction is too early to evaluate.