[BidClub_]

PERSON DIRECTORY

Peter Singlehurst

Peter Singlehurst appears in 1 indexed conversation across 20VC. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.

1 EPISODE1 SHOW
1 episode
Language
20VCEN · 72 min

Peter Singlehurst: Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvalt

Harry StebbingsPeter Singlehurst

Singlehurst’s 10-question framework targets companies around $200M revenue, 70% growth, and -14% EBITDA margins, using ROE to expose overcapitalization.Every case is modeled to 5x upside, with 30–50% odds attractive and 80% odds likely self-deception.He avoids LLM leaders until moats are clear, while ByteDance and Anduril retain differentiated potential alongside ban, political, and execution risks.