Niko Bonatsos
Person
Niko Bonatsos is a venture capitalist who shares insights on startups, technology, and venture investing. He recently appeared as a guest on the podcast 'This Week in Startups' to discuss venture capital trends and market valuations.
What Niko Bonatsos has said on podcasts
8 statements
Private cap tables are structurally designed for appreciation, not declines.
“Private cap tables are only engineered to go up and to the right. They're not engineered to go down.”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 0:11
Airtable’s remaining core business is currently not very viable.
“the part of the business that is the bulk of it. But it's not very viable today”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 6:51
Existing teams often cannot transition effectively from hypergrowth to profitability management.
“Those are not the same kind of people. Often a lot of these like calcified cap tables.”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 15:58
Verdict trims 5–10% of positions during major private-market rounds.
“we trim 5 to 10% on the way up”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 25:55
Greater private-market investment and selling options benefit founders and investors.
“it's always good for anyone involved, like founders, existing investors of companies, prospective investors in other companies to have more options to like invest or sell.”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 44:12
AI lets a two-person investment team cover work previously requiring eight to ten people.
“it's amazing for us as a startup VC with like two people on the investing side to be covering so much ground that we would need like eight, 10 people before”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 50:40
AI tools let capable founders achieve substantially more with less funding, time, and staff.
“with all these AI tools and one round of funding and two months of work, you can make so much more progress than what a year ago you needed two rounds of funding, 10 people and a whole year worth of work.”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 57:40
Forge Guild reached 300,000 users within a few months.
“they go to 300,000 users very quickly in just a couple of months.”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 1:08:49
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
