Bedrock Capital, every mention
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Verbatim, from the transcripts: the passages where Bedrock Capital comes up
20VC: Doug Leone, Bill Ackman, Bill Gurley and Orlando Bravo on "Does Price Matter"; When to Pay Up vs When to Stay Disciplined, The Biggest Lessons on Price Discipline from 8 of the World's Best Investors
- ▶ 5:10 Harry Stebbings If we flip over now to Jeff Lewis, founder and managing partner at Bedrock, Jeff, how do you think about and reflect on your own framework for price?
Jason Lemkin: Predictions for 2024 - What Does a Trump Administration do for Startups? | E1099 · 20VC with Harry Stebbings
- ▶ 28:28 Harry Stebbings I think Jeff Lewis at Bedrock as well. 3 times in the scene
Geoff Lewis: Why I Put $200M into Rippling; Uncapped Notes; "Compound Startups" | 20VC #933 · 20VC with Harry Stebbings
- ▶ 0:34 Harry Stebbings I know that you met a long time before your founding of Bedrock, so take me back and paint that picture and story. 5 times in the scene
- ▶ 4:02 Harry Stebbings So I want to start with Parker because obviously with bedrock, you focus a lot of your messing around narrative violations and in the memo you put Parker was narrative violation. 2 times in the scene
- ▶ 10:56 Geoff Lewis One of the things that Rippling does that I think is super cool is we get an auto email, uh, the major investors, there's a few of us, ourselves, Sequoia, Kleiner Perkins, 3 times in the scene
- ▶ 18:51 Geoff Lewis We don't like losing money at bedrock and we like to find companies 2 times in the scene
- ▶ 20:49 Geoff Lewis I think I've only, we at Bedrock have only lost a few million dollars. 2 times in the scene
- ▶ 25:41 Geoff Lewis I want to take you back to, I want to take you back to that moment in time, and I'd encourage folks to go to bedrockcap.com slash rippling. 2 times in the scene
- ▶ 27:37 Geoff Lewis We had a lot of dry powder in that fund. 2 times in the scene
- ▶ 30:34 Geoff Lewis And nobody, including us at Bedrock, nobody knows where the pricing is ultimately going to land. 3 times in the scene
- ▶ 39:54 Geoff Lewis We at Bedrock certainly are not blindly optimistic.
- ▶ 42:10 Geoff Lewis We did it through bedrock, our first three funds, bedrock one, two, and three. 5 times in the scene
20VC: 13 of the Great Investing Minds on When to Pay Up vs When To Remain Disciplined and Walk Because the Price is too High: The Ultimate Guide to Price Sensitivity
- ▶ 21:33 Harry Stebbings Now we're going to move to the man behind narrative violations, Jeff Lewis at Bedrock.
20VC: Bedrock's Geoff Lewis on Whether VCs Actually Provide Value or Not, Why Bedrock Does Not Have An Ownership Focus and The Difference Between Principles and Rules When Building a Firm or Company
- ▶ 0:13 Harry Stebbings Five years later, it's fair to say it took a while to convince, but we became great friends in the process, and so I'm so thrilled to welcome Jeff Lewis, co-founder and managing partner at Bedrock. 4 times in the scene
- ▶ 4:23 Geoff Lewis And in late 2017, early 20 18, we decided to start Bedrock together.
- ▶ 9:54 Geoff Lewis When you're a high-conviction investor, which is what I am, I'm a high-conviction investor, there's always this pressure that's put on you from various constituents to prove out that conviction via concentrating capital on the winners, and… 2 times in the scene
- ▶ 12:06 Geoff Lewis It's really the people I surround myself with at bedrock, the entrepreneurs I talk to, the other investors I talk to that I just like use to help push my thinking on help me underwrite every new opportunity with fresh eyes.
- ▶ 13:10 Geoff Lewis That's what I try to do here at Bedrock.
- ▶ 14:47 Harry Stebbings I do want to ask you, Bedrock, you've built something very, very special in the short space of time, Jeff. 5 times in the scene
- ▶ 18:11 Geoff Lewis For me, the companies where I've done the best, and wherever I look, you know, retrospectively to our bedrock track record, our pre-bedrock track record, the ownership percentages were actually quite low, and so you basically, for me, it's… 3 times in the scene
- ▶ 20:49 Geoff Lewis I mean, for us, it's traction and or perception of traction, and so some of the best narrative violation investments have been, there is amazing traction that we see at Bedrock because of how we're underwriting the opportunity, but the… 2 times in the scene
- ▶ 23:15 Geoff Lewis We're not playing the game on the field over here, so I'd say the game on the field today is like extreme velocity of deployment. 4 times in the scene
- ▶ 24:40 Geoff Lewis I absolutely care what my team thinks about me, and I absolutely care what our clients at Bedrock, our investors who invest with us, I think about us and our performance.
- ▶ 27:28 Geoff Lewis Eric and I knew each other for, you know, eight or nine years before we started Bedrock together. 2 times in the scene
- ▶ 28:26 Geoff Lewis And then if I was to transpose myself into being the manager of that machine, I think I'd be having a lot less fun than I'm having today at Bedrock.
- ▶ 29:17 Geoff Lewis I am self-critical more than I'm critical of anyone else, and so I think the people that know me and the people I work with closely, the entrepreneurs, our team at Bedrock, they know that I'm the hardest on myself versus anyone else, and… 3 times in the scene
20VC: Rippling's Parker Conrad on Why The VC/Founder Marriage Analogy is Weird, Why The Notion of Focus, Focus, Focus is Overrated, Why Narrow Point Solutions Are Not Best in Class Products & The Rise of the "Compound Startup"
- ▶ 0:26 Harry Stebbings Parker's raised over a hundred and ninety seven million dollars for Rippling from some of the best, including Founders Fund, Kleiner Perkins, Initialized, Bedrock, Green Oaks, and Co. 2 times in the scene
- ▶ 21:48 Harry Stebbings It takes an ambitious founder, and I spoke to Jeff Lewis at Bedrock before the show, and he said Parker has the most insane drive to win that is completely unparalleled.
20VC: Nubank CEO David Velez on Scaling Nubank to a $25BN Company, Why What Makes a Great Founder Does Not Make a Great CEO & The Responsibility Framework and How Leaders Can Use It To Drive Efficiency
- ▶ 0:46 Harry Stebbings This schedule was made so much better by Doug Leone at Sequoia, and Jeff Lewis at Bedrock, who provided some amazing questions and suggestions today, so I really do appreciate that.
20VC: Zach Weinberg on Whether A Company is a Democracy, The Importance of Ownership, The Rise of Pre-Emptive Rounds, Multi-Stage Funds Entering Seed and How he Approaches Both Risk and Personal Capital Allocation
- ▶ 11:29 Harry Stebbings Can I ask, you know, we had Jeff Lewis as a result from Bedrock do a video, a temperature check as he calls it, where he basically said companies are not democracies.
20VC: What Is Founder Narrative Fit and How to Detect and Invest In It, How To Avoid Consensus Thinking When Investing, Price Sensititivity; When To Pay Up vs Stay Disciplined & From New York Times To General Catalyst; Why Venture and Journalism are Not S
- ▶ 3:38 Harry Stebbings I've heard so many good things from Jeff at Bedrock, from Palmer at Angel, and from Rachel at Guild.
20VC: Lambda School Founder, Austen Allred on How To Assess Your Relationship To Risk and Money, Why San Francisco Is A Case Study For The Greatest Squandering of Wealth in History & Why Complexity Increases Exponentially with Scale
- ▶ 0:33 Harry Stebbings To date, Austin has raised over a hundred and twenty nine million dollars from some of the best in the business, including Stripe, Bedrock, GV, Giga Fund, and GGV, to name a few.
20VC: The Future of Subscription Media, Why Startups Need To Stop Blaming Facebook and Google & How Founders Should Think Through Customer Acquisition Channel Dependencies with Alex Mather, Founder & CEO @ The Athletic
- ▶ 0:21 Harry Stebbings To date, Alex has raised over one hundred and thirty nine million dollars with The Athletic from some of the best in the business, including Founders Fund, Bedrock, 2 times in the scene
- ▶ 2:59 Harry Stebbings I've heard so many great things from Eric at Bedrock, from Michael at Strava, from John at Amacia, so thank you so much for joining me today, Alex.
- ▶ 17:43 Harry Stebbings Bedrock was actually, what was it like raising for a subscription media company back in 2016?
20VC: Cameo's Steven Galanis on Why You Must Fall In Love With Your Mission Not Your Product, How To Extract As Much Value From Your Investor Base As Possible & Should You Really Hire For 6 Months Ahead of What You Need?
- ▶ 0:29 Harry Stebbings Stephen has raised over sixty five million dollars in VC funding for Cameo from some of the very best in the business, including Bedrock, Nicole Quinn at Lightspeed, Kleiner Perkins, and Spark Capital, just to name a few.
20VC: Lambda School Founder, Austen Allred on Why Unemployment Is An Optimisation Problem That Will Be Solved Over The Next 20 Years, Why The Speed and Quality of Decisions Are Not Mutually Exclusive & The 1 Question All Founders Must Ask Themselves Befor
- ▶ 0:33 Harry Stebbings To date, Austin has raised over forty-eight million dollars with Lambda, from a personal favourite of mine, Bedrock and Jeff Lewis, GGV with Jeff from Monday's episode, GV, Stripe, and Ashton Kutcher, just to name a few. 2 times in the scene
- ▶ 3:27 Harry Stebbings Huge thanks to Jeff at Bedrock and Sean at GV for the fantastic questions, but thank you so much for joining me today, Austin.
- ▶ 12:33 Harry Stebbings You did raise the chunky around recently with thirty million dollars from Bedrock and our dear friend Jeff Lewis.