Hunter Walk

19 statements across 2 episodes · 3 bullish · 3 bearish · 2 people on the record · first statement Apr 3, 2017 by Hunter Walk · said 33 times in 20 episodes since 2016 · across every show →

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

Mentions by year

brought up most by Harry Stebbings (16), Joe Fernandez (4), Ethan Kurzweil (4), John Fein (2), Sean Brecker (1), Mac the VC (1), Jonathan Abrams (1), Jason Lemkin (1)

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02420162017201820192020202120222023202420252026episodes it came up in
001.523420162017201820192020202120222023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2024 1 mention in 1 episode
2023 3 mentions in 2 episodes 2 per episode
2022 4 mentions in 3 episodes 1 per episode
2020 1 mention in 1 episode
2019 3 mentions in 2 episodes 2 per episode
2018 6 mentions in 2 episodes 3 per episode
2017 8 mentions in 4 episodes 2 per episode
2016 6 mentions in 4 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Hunter Walk, oldest first

Apr 3, 2017 neutral
Prediction Partly held up
Hunter Walk: Homebrew targets making six to nine seed investments annually
“So long as we're making a set of six, seven, eight, nine investments each year that will ultimately turn into some number of meaningful, viable, transformative businesses.”
Hunter Walk Apr 3, 2017 ▶ 15:57 20VC: Homebrew's Hunter Walk on Why There Is No Series A Crunch, How To Package Portfolio Companies For The Next Round & Why The Bridge Round Is Not Always A Negative Sign?
Apr 3, 2017 negative
Opinion
Hunter Walk: There is no Series A crunch in tech
“I tend to be on the side that there is no Series A crunch in the sense that I have yet to find a company that I thought should be able to raise a Series A fail to do so.”
Hunter Walk Apr 3, 2017 ▶ 7:37 20VC: Homebrew's Hunter Walk on Why There Is No Series A Crunch, How To Package Portfolio Companies For The Next Round & Why The Bridge Round Is Not Always A Negative Sign?
Apr 3, 2017 neutral
Insight
Hunter Walk: Most seed deal flow is dark and limited to few funds
“Because most of the, you know, at the seed stage, deal flow is more, I think, about what I'd call sort of dark deal flow. Deals that don't get seen outside of a handful of funds than necessarily 50 funds all fighting over and tracking the same company.”
Hunter Walk Apr 3, 2017 ▶ 18:23 20VC: Homebrew's Hunter Walk on Why There Is No Series A Crunch, How To Package Portfolio Companies For The Next Round & Why The Bridge Round Is Not Always A Negative Sign?
Apr 3, 2017 positive
Insight
Hunter Walk: Founder-market fit is Homebrew's primary investment evaluation criterion
“I think if Satya and I had to make a decision about any one quality that was present or not present in terms of impacting a investment decision, it would probably be something around founder market Or the why, why are they building this company?”
Hunter Walk Apr 3, 2017 ▶ 15:06 20VC: Homebrew's Hunter Walk on Why There Is No Series A Crunch, How To Package Portfolio Companies For The Next Round & Why The Bridge Round Is Not Always A Negative Sign?
Apr 3, 2017
Insight
Hunter Walk: Early-stage investors must back misunderstood companies
“So I'd say Lemkin is totally correct when you're playing in a space where the goalposts are well documented. But I think as an early stage investor, you also need to be willing to back companies that are going to be misunderstood for a long period of time and …”
Hunter Walk Apr 3, 2017 ▶ 11:52 20VC: Homebrew's Hunter Walk on Why There Is No Series A Crunch, How To Package Portfolio Companies For The Next Round & Why The Bridge Round Is Not Always A Negative Sign?
Jan 31, 2023
Disclosure
Walk: Homebrew co-founders had millions saved before starting the fund
“I think, like, not that this is, you know, sort of unspoken, because I think we've both talked about this, but, like, we also started this later in our careers, right? Like, we were both in our, you know, mid-late thirties, and I think it's, like, we both We w…”
Hunter Walk Jan 31, 2023 ▶ 17:46 Homebrew’s Hunter Walk & Satya Patel: Why $100M is Not Enough to Execute a Seed Strategy | 20VC #972 · 20VC with Harry Stebbings
Jan 31, 2023
Assertion Not checkable as stated
Walk: Homebrew took less allocation than offered in 10 of 11 deals
“In 10 of the 11 investments that we made last year, we were offered more allocation than we took, because what we care about is really sort of working with great founders and great co-investors.”
Hunter Walk Jan 31, 2023 ▶ 29:10 Homebrew’s Hunter Walk & Satya Patel: Why $100M is Not Enough to Execute a Seed Strategy | 20VC #972 · 20VC with Harry Stebbings
Jan 31, 2023
Insight
Walk: Success does not solve unaddressed co-founder disagreements
“And I think a lot of those tensions are often what caused conflict either because they weren't discussed early enough or because there's disagreement from the get-go and you figure, you know, success will solve all things. And that's not true.”
Hunter Walk Jan 31, 2023 ▶ 15:23 Homebrew’s Hunter Walk & Satya Patel: Why $100M is Not Enough to Execute a Seed Strategy | 20VC #972 · 20VC with Harry Stebbings
Jan 31, 2023
Assertion Not checkable as stated
Patel: Homebrew partners hold quarterly two-person offsites to assess relationship health
“We do a quarterly offsite with just the two of us every quarter, and a part of that conversation is, how happy are you? Right, like along a bunch of different dimensions.”
Satya Patel Jan 31, 2023 ▶ 15:48 Homebrew’s Hunter Walk & Satya Patel: Why $100M is Not Enough to Execute a Seed Strategy | 20VC #972 · 20VC with Harry Stebbings
Jan 31, 2023
Assertion Not checkable as stated
Walk: Homebrew launched with explicit commitment to no firm growth or succession
“We also started with the idea of no succession plan, no growth.”
Hunter Walk Jan 31, 2023 ▶ 15:16 Homebrew’s Hunter Walk & Satya Patel: Why $100M is Not Enough to Execute a Seed Strategy | 20VC #972 · 20VC with Harry Stebbings
Jan 31, 2023
Assertion Not checkable as stated
Walk: Homebrew never missed an outlier investment due to consensus rules
“We look back And we've struggled over 10 years to find an occasion where lack of, you know, if there was lack of consensus, it meant we didn't do the deal. And I don't think we have any, you know, quote unquote outliers that were, you know, false negatives bec…”
Hunter Walk Jan 31, 2023 ▶ 6:56 Homebrew’s Hunter Walk & Satya Patel: Why $100M is Not Enough to Execute a Seed Strategy | 20VC #972 · 20VC with Harry Stebbings
Jan 31, 2023
Insight
Walk: De-risked seed investing does not exist
“I don't think there's such a thing as like, De-risked seed. Like you should be betting on companies that in a success scenario can be wildly, wildly successful and worth a, you know, incredible amount of capital and want, you know, to own a percentage of those…”
Hunter Walk Jan 31, 2023 ▶ 32:49 Homebrew’s Hunter Walk & Satya Patel: Why $100M is Not Enough to Execute a Seed Strategy | 20VC #972 · 20VC with Harry Stebbings
Jan 31, 2023 bearish
Prediction Not checkable as stated
Walk: Downturn will worsen for Series A-D startups lacking investability
“I think it'll get worse for series A through D companies that can't remain, you know, sort of like default investable.”
Hunter Walk Jan 31, 2023 ▶ 1:00:01 Homebrew’s Hunter Walk & Satya Patel: Why $100M is Not Enough to Execute a Seed Strategy | 20VC #972 · 20VC with Harry Stebbings
Jan 31, 2023
Disclosure
Patel: Homebrew operates without deal attribution and makes decisions by consensus
“And, you know, we, we've never had any of those kinds of issues because we don't do deal attribution. Every decision is made by consensus and we both work with every company in, in some, you know, type of way.”
Satya Patel Jan 31, 2023 ▶ 5:09 Homebrew’s Hunter Walk & Satya Patel: Why $100M is Not Enough to Execute a Seed Strategy | 20VC #972 · 20VC with Harry Stebbings
Jan 31, 2023 bearish
Prediction Not checkable as stated
Walk: Overcapitalized startups face silent disappearance, low-value acquihires, or noisy collapse
“And so I think for most of those companies, layoffs are going to turn into silent disappearance low value acquihires or noisy collapses.”
Hunter Walk Jan 31, 2023 ▶ 1:01:55 Homebrew’s Hunter Walk & Satya Patel: Why $100M is Not Enough to Execute a Seed Strategy | 20VC #972 · 20VC with Harry Stebbings
Jan 31, 2023 bullish
Prediction Not checkable as stated
Walk: Venture slowdown will benefit early product-market fit startups
“And so in some ways, I think part of our portfolio that's really going to benefit from the slowdown Are the early product market fit, you know, companies that now have some capital in the bank, but don't have to, aren't getting the crossover investors, pitchin…”
Hunter Walk Jan 31, 2023 ▶ 1:11:23 Homebrew’s Hunter Walk & Satya Patel: Why $100M is Not Enough to Execute a Seed Strategy | 20VC #972 · 20VC with Harry Stebbings
Jan 31, 2023
Insight
Walk: Consensus decision-making is foolish for venture funds with 3+ partners
“If there were three or more of us, consensus would be You know, a foolish goal wouldn't serve us or the founders well.”
Hunter Walk Jan 31, 2023 ▶ 5:44 Homebrew’s Hunter Walk & Satya Patel: Why $100M is Not Enough to Execute a Seed Strategy | 20VC #972 · 20VC with Harry Stebbings
Jan 31, 2023
Disclosure
Walk: Homebrew uses external 360-degree feedback interviews with founders every two years
“We do three, six used to do every other year, like an externally led, 360 degree feedback real process with our founders and some of our co-investors. Not, you know, like a survey, you know, or an NPS score, but like, Talking 30 minutes to each of our founders…”
Hunter Walk Jan 31, 2023 ▶ 13:07 Homebrew’s Hunter Walk & Satya Patel: Why $100M is Not Enough to Execute a Seed Strategy | 20VC #972 · 20VC with Harry Stebbings
Jan 31, 2023 positive
Disclosure
Walk: Several Homebrew portfolio companies delayed IPOs despite being ready
“You know, we have a few that I think could have been public, you know, already, but have decided, you know, for various reasons to hold off, and I think when they become public, they'll be even stronger companies.”
Hunter Walk Jan 31, 2023 ▶ 1:02:48 Homebrew’s Hunter Walk & Satya Patel: Why $100M is Not Enough to Execute a Seed Strategy | 20VC #972 · 20VC with Harry Stebbings
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