The Biggest Sign of A Coming Bust in Venture
2 Dec 2022 · 0 min
0:16
YouTube video by Jason M. Lemkin titled "The Biggest Sign of A Coming Bust in Venture" (recorded Dec 2, 2022). Lemkin argues that an unusually high internal rate of return (IR) for top limited partners (LPs)—reported as 80–90% in the prior year—is a warning sign for venture capital and private equity, noting LPs took it as cause for celebration and increased commitments rather than caution. The clip centers on LP returns and the incentives to deploy capital to beat public markets.
Questions this video answers
80 to 90% IR
