David Lawee
9 statements across 1 episodes · 3 bullish · 2 bearish · 1 people on the record · first statement Oct 8, 2020 by David Lawee · said 10 times in 3 episodes since 2017 · across every show →
On the record as a speaker too: David Lawee's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Harry Stebbings (6), Laela Sturdy (4)
tap a year for its mentions
2021 3 mentions in 1 episode
2020 6 mentions in 1 episode
Everything said about David Lawee, oldest first
Oct 8, 2020
CapitalG operates as an investment club where partners make individual decisions
“At the core of it is kind of the decision process, and for us, which is extremely unusual for a growth equity fund, we make the investments individually. The group can and does hopefully help inform that, but it's more of an investment club than kind of an inv…”
Oct 8, 2020 neutral
Oct 8, 2020 positive
Oct 8, 2020 positive
David Lawee: CapitalG Targets 25-30% IRR With Low Loss Ratios
“I think our funds are still going to perform in the same IRR neighborhood as venture funds, but the distribution, so we're a three X IRR could be 30% depending on how long it takes you to get the three X. So the IRR for the fund is going to be the same, but th…”
Oct 8, 2020 negative
Lawee: Venture capital is overly clubby and white male-oriented
“It's incredibly clubby. And white male oriented. And I don't think that's helping the entrepreneurial world. It's kind of not helping the venture world decision making. So that's the biggest thing. It's also the hardest thing, but it's kind of the biggest thin…”
Oct 8, 2020 positive
David Lawee: Minority board members should be mirrors, not directive
“I find it's not very effective to tell people what to do as a minority investor. I'd say it's a lot better to try and get them to see you as a mirror and be an honest reflection of what they're saying and help them think about whether they're focused on the ri…”
Oct 8, 2020 negative
Lawee: Experience with market cycles causes risk aversion disadvantage in bull markets
“I do feel that there's a little bit of a disadvantage in protracted bull markets of having lived through these cycles, because your experience has taught you to be more risk-averse, and as you're kind of living through a bull market, that's kind of a negative.”
Oct 8, 2020
Larry Page convinced David Lawee to launch CapitalG internally at Alphabet
“At that point, I was in the mindset of leaving Google, and I talked to Larry Page, and the idea was, for me, in that conversation, was to see if he wanted to invest his own capital in my firm, and he said, why don't you do this within Alphabet? And I thought a…”