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What you are asking for is asking for a VC to talk down their own book. That's a ridiculous request. Fred and his colleague are already taking a pretty daring step in writing this, you can bet that any future potential acquisition party will make damn sure they're not buying into one of the companies that Fred is apparently unhappy about today, and that a whole horde of junior associates at various establishments is currently looking through their portfolio to try to figure out which companies were the ones he was talking about.

VCs will never talk about specific portfolio companies in a negative way (in public) unless they have a direct financial motive for doing so (in which case storm is brewing or in progress, and likely the press has already had a field day with something).




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