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But we saved everything 🙂.
Steve Hou fully agrees with the views shared in a recent interview with Marc Rowan.
The commentary highlights that the venture capital ecosystem is becoming capital intensive for the first time, with Marc Rowan stating that the scale of required capital is now unimaginable.
Hou recently raised concerns about the sustainability of a 500 percent net dollar retention rate driven by existing customers. He has also noted that the 10-year Treasury yield is unlikely to reach 5.5 percent despite market volatility. The latest commentary follows his previous assessments of elevated retention rates and Treasuries.