Anton Levy

15 statements across 2 episodes · 4 bullish · 2 bearish · 2 people on the record · first statement Oct 5, 2021 by Anton Levy · said 6 times in 3 episodes since 2021 · across every show →

On the record as a speaker too: Anton Levy's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Harry Stebbings (2), Erik Allebest (2), Martin Escobari (1), Anthony Casalena (1)

tap a year for its mentions
0021312021202220232024episodesmentions
0112021202220232024episodes it came up in
001.50.5312021202220232024episodesmentions per episode

every mention, scene by scene, with the transcript →

Everything said about Anton Levy, oldest first

Oct 5, 2021 bullish
Insight
Levy: Higher potential upside justifies paying higher startup valuations
“Just rationally, you should say, if the expected positive outcomes are higher, I should be willing to pay higher prices across the board.”
Anton Levy Oct 5, 2021 ▶ 9:42 20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
Oct 5, 2021 bullish
Prediction Not checkable as stated
Levy predicts the current golden age of tech innovation could last decades
“I actually think we're in the golden age area of innovation right now, and I think that golden age could be decades plus.”
Anton Levy Oct 5, 2021 ▶ 10:35 20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
Oct 5, 2021 neutral
Prediction Didn’t hold up
Levy predicts the current tech market cycle will end with a recession
“But I will tell you the thing that will ultimately cause this cycle to move into the next will be a recession.”
Anton Levy Oct 5, 2021 ▶ 12:44 20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
Oct 5, 2021
Disclosure
General Atlantic invested $75M in Alibaba but missed a chance for $300M
“We ended up investing seventy-five million into the business at that time, and, you know, I probably had pushed it, could have put three hundred million into it, but I was like, seventy-five million, we don't really know this”
Anton Levy Oct 5, 2021 ▶ 35:15 20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
Oct 5, 2021 bullish
Prediction Not checkable as stated
Levy predicts technology and innovation will remain strong investments for 50 years
“So I would be long tech. I'd be long innovation for the next 50 years.”
Anton Levy Oct 5, 2021 ▶ 11:44 20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
Oct 5, 2021 neutral
Assertion Contradicted
Levy: The five largest global companies are tech firms under 35
“Basically, the five largest companies in the world, these are all technology companies that didn't exist 35 years ago.”
Anton Levy Oct 5, 2021 ▶ 9:15 20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
Oct 5, 2021
Assertion Partly supported
Levy asserts economic recessions typically last 22 to 23 months
“Typically recessions last about 22, 23 months, you know, during that recession time that things will contract and valuations will contract typically”
Anton Levy Oct 5, 2021 ▶ 12:56 20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
Oct 5, 2021 negative
Prediction Not checkable as stated
Levy predicts unprincipled venture capitalists will be ejected from the ecosystem
“So I think that's also the future of our business. I think a lot of the jerks get ejected from the system because you're going to call around and people are going to say that guy, Anton, you don't want to work with him.”
Anton Levy Oct 5, 2021 ▶ 34:18 20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
Oct 5, 2021
Disclosure
Levy had a handshake deal to invest in Facebook at $5B valuation
“I had a full shot on goal, ready to go, handshake deal to invest in Facebook early on, which doesn't sound that early, but at a five billion dollar value.”
Anton Levy Oct 5, 2021 ▶ 35:51 20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
Oct 5, 2021 bullish
Prediction Held up
Levy predicts cross-stage firms will scale companies from Series A to take-private
“In 10 years from now, it may be sooner than that, that you're going to have a handful of investment firms that are cross-stage, and you're going to show up at the Series A investor meeting, and you're going to say to the entrepreneur, I'm going to scale with y…”
Anton Levy Oct 5, 2021 ▶ 21:35 20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
Oct 5, 2021
Assertion Supported
Levy: Most Series A investments today have existing revenue and customer data
“Most Series A investments today, there is revenue. There is ARR. There is a product. There are customers to talk to, and so that means you have data”
Anton Levy Oct 5, 2021 ▶ 21:02 20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
Oct 5, 2021 neutral
Prediction Not checkable as stated
Levy: Venture capital is not a winner-take-all market
“It's not a winner-take-all market. There's going to be, I think, at least a handful of winners and probably many, many more than that.”
Anton Levy Oct 5, 2021 ▶ 41:20 20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
Oct 5, 2021
Insight
Levy: The biggest venture misses are under-investing in winning portfolio companies
“I think in some ways, the biggest misses are not doing more of your winners.”
Anton Levy Oct 5, 2021 ▶ 35:10 20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
Oct 5, 2021
Insight
Levy: Winning venture deals is easy if you pay the highest price
“Doing deals is easy. It's easy to give capital to someone. It's easy to lead around. You just pay the highest price.”
Anton Levy Oct 5, 2021 ▶ 7:09 20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
Nov 11, 2022 negative
Disclosure
Escobari: General Atlantic passed on Uber's $2B round over market size limits
“So, one of my mistakes as an investor is Anton, my friend Anton Levy, co-president of the farm, invited me to look at Uber, the two billion dollar round, because of the international opportunity, and we went, and we met Travis, The entire black market industry…”
Martin Escobari Nov 11, 2022 ▶ 11:29 Martin Escobari: How to Invest During a Recession; Negotiation Tips; Developing Markets | 20VC #948 · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.