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Rob Hadick ＞|＜

@HadickM

A lot of this in VC right now

you can be maximally long the tech and still skeptical of the price of admission on a given opp. folks who bought Cisco at 200x in Mar-2000 were right about the internet (traffic grew > than even bulls projected) and still lost 85%. right about the tech != right about the surplus

11:37 AM · Aug 2, 2026 · 13K Views

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Yasu0x.hl🫀 @yasu0x1 · Aug 2

@HadickM what part of the VC cycle are you seeing this in most right now?

milly.hl @milly_rock7 · Aug 2

@HadickM VCs paying for the privilege of being right and still getting wrecked classic

PC @purpurosa · Aug 2

@HadickM Ironically, information has never been more efficient, yet private and public markets feel more inefficient than ever Echo chambers + fundraising FOMO keep creating feedback loops that disconnect prices from fundamentals

Kashif Ali Khan @KASHIFALIKHAN94 · Aug 2

@HadickM man valuation multiples in tech are crazy right now so true lol