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A-sixting Z

2 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 14, 2024 by David Frankel · across every show →

Everything said about A-sixting Z, oldest first

Oct 14, 2024 neutral
Prediction Not checkable as stated
Frankel: Founders will always prioritize brand-name VC firms like Sequoia
“I think some founders still see, you know, a name in lights, and they go, I want that name beyond anything. I, if it's Sequoia, A-sixting Z, Accel, you name it, I want that name, and I think there will always be a steady supply of founders who think that way.”
David Frankel Oct 14, 2024 ▶ 5:51 David Frankel, MP @Founder Collective: Investing Lessons from Seeding Coupang, Pillpack & Suno|E1214 · 20VC with Harry Stebbings
Aug 7, 2026 bearish
Assertion Supported
Frankel: Post-2020 mega funds boast high TVPI but lag on DPI
“Subsequent to twenty-twenty, like the TVPI is there, and some, in some cases, they're on steroids. The DPI is less there, if you look at the actual stats.”
David Frankel Aug 7, 2026 ▶ 38:28 The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
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