Jeff Jordan

21 statements across 3 episodes · 9 bullish · 7 bearish · 2 people on the record · first statement Jan 16, 2023 by Jeff Jordan · said 29 times in 14 episodes since 2016 · across every show →

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

Mentions by year

brought up most by Harry Stebbings (15), Anu Hariharan (4), Iman Abuzeid (3), Sam Corcos (2), Alex Schultz (2), Ryan Caldbeck (1), Logan Bartlett (1), Ariel Cohen (1)

tap a year for its mentions
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0242016201720182019202020212022202320242025episodes it came up in
0022442016201720182019202020212022202320242025episodesmentions per episode
2025 2 mentions in 1 episode
2023 10 mentions in 4 episodes 3 per episode
2022 3 mentions in 2 episodes 2 per episode
2021 1 mention in 1 episode
2020 3 mentions in 1 episode
2019 1 mention in 1 episode
2018 4 mentions in 1 episode
2017 2 mentions in 1 episode
2016 3 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Jeff Jordan, oldest first

Jan 16, 2023 negative
Insight
Jeff Jordan: Board members should not prescribe decisions to founders
“You know, I try never to be prescriptive. You should do this. I try to say in my experience, I faced something similar. I tried A, B and C and here's what happened. But you know, just, I don't want the entrepreneur to do what I say because Then, you know, I'm …”
Jeff Jordan Jan 16, 2023 ▶ 3:22 a16z GP Jeff Jordan: The Ultimate Guide to Two-Sided Marketplaces | 20VC #966 · 20VC with Harry Stebbings
Jan 16, 2023 positive
Insight
Jordan: The demand side of a marketplace is more strategic than supply
“I have a belief that the demand side is, you know, kind of the, is the more, more strategic side, because suppliers typically will go wherever the demand is, and so for me, keeping a healthy demand Bucket, you know, is what your suppliers are looking for?”
Jeff Jordan Jan 16, 2023 ▶ 39:36 a16z GP Jeff Jordan: The Ultimate Guide to Two-Sided Marketplaces | 20VC #966 · 20VC with Harry Stebbings
Jan 16, 2023 negative
Disclosure
Jeff Jordan: Top e-commerce investments like Fanatics generated uninspiring returns
“And I actually got two of the best e-commerce companies out there, fanatics and Zulu and it still is an uninspiring outcome.”
Jeff Jordan Jan 16, 2023 ▶ 28:20 a16z GP Jeff Jordan: The Ultimate Guide to Two-Sided Marketplaces | 20VC #966 · 20VC with Harry Stebbings
Jan 16, 2023
Insight
Jordan: Founders Pick Board Members as Bosses for a Decade
“The most important thing is pick your board members selectively. You know, the founder who comes in, you know you know, gets 10 term sheets spends an hour with each of the GPs and then picks one. I don't know how you know, You, you're actually picking your bos…”
Jeff Jordan Jan 16, 2023 ▶ 44:28 a16z GP Jeff Jordan: The Ultimate Guide to Two-Sided Marketplaces | 20VC #966 · 20VC with Harry Stebbings
Jan 16, 2023 negative
Disclosure
Jeff Jordan passed on early DoorDash investment over defensibility concerns
“The biggest miss I think was I had an opportunity to do DoorDash early and I loved Tony as a founder. I had the theory, a thesis on the food delivery market that you shouldn't, there's no defensible barrier to entry”
Jeff Jordan Jan 16, 2023 ▶ 51:24 a16z GP Jeff Jordan: The Ultimate Guide to Two-Sided Marketplaces | 20VC #966 · 20VC with Harry Stebbings
Jan 16, 2023
Insight
Jordan: VC-Founder Misalignment Stems from VC Portfolio Risk Dynamics
“I think the biggest one is VCs have a portfolio and the founders have N of one. And so, yeah, I try to be very explicit on that. You know, the founder says, okay, I have a fork in the road. You know, what, which, what's your point of view on where I should go?…”
Jeff Jordan Jan 16, 2023 ▶ 46:10 a16z GP Jeff Jordan: The Ultimate Guide to Two-Sided Marketplaces | 20VC #966 · 20VC with Harry Stebbings
Jan 16, 2023 positive
Insight
Jordan: OpenTable scaled via a 'come for tools, stay for network' model
“Open table is pretty interesting because it was a long slog before it became an overnight success because aggregating supply did take time. It was a classic come for the tools, stay for the network. Play.”
Jeff Jordan Jan 16, 2023 ▶ 7:39 a16z GP Jeff Jordan: The Ultimate Guide to Two-Sided Marketplaces | 20VC #966 · 20VC with Harry Stebbings
Jan 16, 2023 negative
Insight
Jordan: A Month-Long Venture Fundraising Window Signals Startup Struggle
“And if it's a month, it's often an adverse signal. So it's, you know, that they can't raise.”
Jeff Jordan Jan 16, 2023 ▶ 45:57 a16z GP Jeff Jordan: The Ultimate Guide to Two-Sided Marketplaces | 20VC #966 · 20VC with Harry Stebbings
Jan 16, 2023 positive
Disclosure
Jordan: Investing strategy centers almost exclusively on network effects
“And largely as an investor, I'm a kind of a one trick pony. Everything I would like to talk about as an operator and an investor typically involves a network effect.”
Jeff Jordan Jan 16, 2023 ▶ 2:06 a16z GP Jeff Jordan: The Ultimate Guide to Two-Sided Marketplaces | 20VC #966 · 20VC with Harry Stebbings
Jan 16, 2023 bullish
Insight
Jordan: Aggregating fragmented supply creates defensible marketplace moats
“Open table by contrast had, you know, the target market was 30 or 40 or 50,000 restaurants, almost all of which were the, had one, the owner only managed one restaurant. And so it was brutally hard to aggregate, but once you're aggregated, you know, it's bruta…”
Jeff Jordan Jan 16, 2023 ▶ 6:40 a16z GP Jeff Jordan: The Ultimate Guide to Two-Sided Marketplaces | 20VC #966 · 20VC with Harry Stebbings
Jan 16, 2023 negative
Disclosure
Jordan: Reluctant to invest in startups relying on paid marketing
“So I am reluctant to invest in companies that, that require heavy paid marketing to build their audience. You know, the best Concepts typically don't need, you know, they're so compelling, they don't need to buy users.”
Jeff Jordan Jan 16, 2023 ▶ 15:10 a16z GP Jeff Jordan: The Ultimate Guide to Two-Sided Marketplaces | 20VC #966 · 20VC with Harry Stebbings
Jan 24, 2023 negative
Assertion Not checkable as stated
Jordan: Amazon Was the Only Profitable Direct E-Commerce Company
“No one could make money other than Amazon because of there's just no defensibility, no barriers to entry.”
Jeff Jordan Jan 24, 2023 ▶ 10:04 The Ultimate Guide for Building a Two-Sided Marketplace | a16z's Jeff Jordan · 20VC with Harry Stebbings
Jan 24, 2023 positive
Insight
Jordan: eBay's Best Growth Strategy Was Making Organic User Listings Discoverable
“So eBay became a mechanism for that, for computers, for sporting goods, for, you know, and so the most successful growth strategy we had back in the day was just look what people were listing. And then try to enable it to be found on a much more systemic basis…”
Jeff Jordan Jan 24, 2023 ▶ 19:37 The Ultimate Guide for Building a Two-Sided Marketplace | a16z's Jeff Jordan · 20VC with Harry Stebbings
Jan 24, 2023
Insight
Jordan: Local Marketplaces Reach a Tipping Point at 10% Supply
“There was a tipping point in each market. It's something like 10% of the target market supply where diners finally said, okay, this is so much more convenient than calling a restaurant one at a time, getting put on hold, getting voicemail, getting all this and…”
Jeff Jordan Jan 24, 2023 ▶ 2:54 The Ultimate Guide for Building a Two-Sided Marketplace | a16z's Jeff Jordan · 20VC with Harry Stebbings
Jan 24, 2023 positive
Assertion Supported
Jordan: OpenTable Used a 'Come for the Tool' Marketplace Strategy
“Open table is pretty interesting because it was a long slog before it became an overnight success because aggregating supply did take time. It was a classic come for the tools, stay for the network. Play. And so early on in a city, when you're just selling the…”
Jeff Jordan Jan 24, 2023 ▶ 1:41 The Ultimate Guide for Building a Two-Sided Marketplace | a16z's Jeff Jordan · 20VC with Harry Stebbings
Jan 24, 2023 neutral
Disclosure
Jordan: a16z Advises Portfolio Startups to Delay Fundraising as Long as Possible
“You know, we're today counseling our businesses, try to be try not to need to go to market for as long as you sustainably can without hurting the business.”
Jeff Jordan Jan 24, 2023 ▶ 11:24 The Ultimate Guide for Building a Two-Sided Marketplace | a16z's Jeff Jordan · 20VC with Harry Stebbings
Jan 24, 2023 bearish
Disclosure
Jordan: a16z Avoids Investing in Startups Reliant on Paid Marketing
“I am reluctant to invest in companies that, that require heavy paid marketing to build their audience.”
Jeff Jordan Jan 24, 2023 ▶ 9:12 The Ultimate Guide for Building a Two-Sided Marketplace | a16z's Jeff Jordan · 20VC with Harry Stebbings
Jan 24, 2023 positive
Insight
Jordan: a16z Avoids Basing Investment Decisions on Current Market Size
“We strive as a firm not to base investment decisions on current market size, because a lot of the best businesses created new markets to create new markets.”
Jeff Jordan Jan 24, 2023 ▶ 18:07 The Ultimate Guide for Building a Two-Sided Marketplace | a16z's Jeff Jordan · 20VC with Harry Stebbings
Jan 24, 2023
Insight
Jordan: Most Successful Marketplaces Are Permanently Supply-Constrained
“Most markets, even successful marketplaces typically are supply constrained. You know, Airbnb always is looking for new supply to enhance the user experience.”
Jeff Jordan Jan 24, 2023 ▶ 4:18 The Ultimate Guide for Building a Two-Sided Marketplace | a16z's Jeff Jordan · 20VC with Harry Stebbings
Jan 24, 2023 positive
Insight
Jordan: Aggregated Fragmented Marketplaces Are Brutally Hard to Compete With
“And so it was brutally hard to aggregate, but once you're aggregated, you know, it's brutally hard to compete with it. And no supplier has supplier power.”
Jeff Jordan Jan 24, 2023 ▶ 0:58 The Ultimate Guide for Building a Two-Sided Marketplace | a16z's Jeff Jordan · 20VC with Harry Stebbings
Dec 11, 2023 positive
Assertion Supported
Corcos: Sequoia's Vernal and Andreessen's Jordan Read Every Pre-Meeting Document
“The people who were most engaged was Mike Vernal at Sequoia and Jeff Jordan and Andreessen. They read every document. Jeff actually even fixed some typos like deep in like a 50 page document.”
Sam Corcos Dec 11, 2023 ▶ 42:45 Sam Corcos: Why Founders Should Take as Many VC Meetings as Possible | E1093 · 20VC with Harry Stebbings
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