FAANG

also referred to as: faangs

4 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Mar 11, 2021 by Scott Sandell · said 4 times in 1 episodes since 2021 · across every show →

Mentions by year

brought up most by Michael Eisenberg (4)

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Everything said about FAANG, oldest first

Mar 11, 2021 bullish
Prediction Not checkable as stated
Sandell: Tech startups founded today will rival ExxonMobil and GM
“The result will be that some very iconic companies are being built today that will be the Exxon's and General Motors of tomorrow, or the IBMs, and we've already seen a handful of examples. The FANG companies have already shown us what kind of upside is availab…”
Scott Sandell Mar 11, 2021 ▶ 10:14 20VC: NEA's Scott Sandell on SPACS and Why Liquidity is One of the Challenges of our Time, Why We Are At An Inflection Point For Secondaries & Why There Is Nothing To Suggest The Boom Will Not Continue
Jan 31, 2022 bearish
Prediction Held up
Ehrenberg: FTC regulatory scrutiny will block FAANG M&A acquisitions
“I'm not sure the FTC is going to let those deals happen. So that adds a curveball in M&A that we have not had easily in a generation, which is this very, very restrictive regulatory environment where a bunch of the logical buyers, the FAANGs, for instance, are…”
Roger Ehrenberg Jan 31, 2022 ▶ 29:54 20VC: How Startup Valuations, Fund Deployment Cycles, M&A and IPO Markets Will All Change in This New Market, Where Will The Biggest Crunch Be, When Is The Right Time To Be Aggressive vs Conservative with Roger Ehrenberg, Founding Partner @ IA Ventures
Nov 14, 2022 neutral
Assertion Supported
Wood: FAANGs, Microsoft, and Nvidia made up nearly 50% of Nasdaq 100 in 2021
“Last year the market reached all-time highs in twenty-twenty-one as we were selling off, and it was the Fangs, it was Microsoft, it was Nvidia, and those, if you look at the Nasdaq 100, account for, account ed at that time, for nearly 50% of that index”
Cathie Wood Nov 14, 2022 ▶ 18:21 Cathie Wood: Elon & Twitter; Why Facebook is a Value Stock Now; ARK's Performance | 20VC #949 · 20VC with Harry Stebbings
Aug 21, 2023 bullish
Disclosure
Huber: Public equity investments are strictly in FAANG stocks
“I have a lot of public equities, and they're all, a lot of money in public equities, and it's all fang, and it's going to stay that way, because those are the best companies in history of the world, and why would you try to reinvent the wheel?”
Nick Huber Aug 21, 2023 ▶ 1:00:41 Nick Huber: Biggest Lies of Silicon Valley; Lost Art of Delegation; How to Grow Your Network | E1051 · 20VC with Harry Stebbings
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