Katherine Boyle

25 statements across 1 episodes · 7 bullish · 10 bearish · 1 people on the record · first statement Oct 1, 2020 by Katherine Boyle · said 5 times in 3 episodes since 2020 · across every show →

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

Mentions by year

brought up most by Harry Stebbings (5)

every mention, scene by scene, with the transcript →

Everything said about Katherine Boyle, oldest first

Oct 1, 2020
Insight
Boyle: Journalist VC's Superpower Is Listening and Pressure-Testing Founder Conviction
“I'd say that the core superpower of a former journalist or the core superpower of many investors is to just listen to the And actually decide whether you believe the story to be true, and then be kind of a helpful, almost Socratic guide to the founder on their…”
Katherine Boyle Oct 1, 2020 ▶ 12:22 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
Oct 1, 2020 bullish
Assertion Supported
Boyle: Substack and Patreon Let Creators Out-Earn Legacy Media Institutions
“You get amazing companies like Substack and Patreon and other creator-led companies that allow the creator to make more money than they could in these bloated institutions.”
Katherine Boyle Oct 1, 2020 ▶ 32:34 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
Oct 1, 2020 bullish
Opinion
Boyle: Anduril's Founding Team Is Equivalent to the 1998 Chicago Bulls
“Andrew was a very special case and that this team is So excellent. I mean, it really is, you know, I think everyone's watching The Last Dads, but it really is the 98 Chicago Bulls. I mean, this is such an extraordinary team that had worked together before, eve…”
Katherine Boyle Oct 1, 2020 ▶ 23:25 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
Oct 1, 2020
Insight
Boyle: Venture Capital and Journalism Hunt for the Same Three Elements
“They're the exact same job, except in journalism, you write a story, and in venture, you write a check. But you really are hunting for the same things. So the three components of a great story are strong protagonists, A contrarian hook or thesis that really ma…”
Katherine Boyle Oct 1, 2020 ▶ 7:01 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
Oct 1, 2020 negative
Insight
Boyle: Institutional Transparency Breeds Mistrust and Causes Legacy Institutions to Crumble
“Sort of this transparency that we were all looking forward to over the last decade to make things just much more elucidated to us, and I think what we're seeing is that actually that transparency breeds a lot of mistrust. These institutions only have their pow…”
Katherine Boyle Oct 1, 2020 ▶ 36:15 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
Oct 1, 2020 positive
Disclosure
Boyle Invests Almost Solely Based on Founder Narrative Fit
“I invest almost solely in what I call founder narrative fit, where I'm really, really focused on kind of certain traits and a founder.”
Katherine Boyle Oct 1, 2020 ▶ 14:49 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
Oct 1, 2020 positive
Insight
Boyle: Navigating regulatory hurdles unlocks markets dominated by slow incumbents
“And if you can get through the regulatory hurdles or the procurement hurdles and see that market on the other side, you are competing against the slowest moving incumbents because they have had an effective monopoly for decades. That's true of education. That'…”
Katherine Boyle Oct 1, 2020 ▶ 21:13 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
Oct 1, 2020 negative
Insight
Boyle: Venture capital incentives favor software over long-horizon infrastructure projects
“The thing that I would change slightly is the incentives are really great for software. It's really hard to build large projects with large time horizons in the venture asset class.”
Katherine Boyle Oct 1, 2020 ▶ 41:24 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
Oct 1, 2020 bearish
Prediction Held up
Boyle: Top Journalists Will Leave Premier News Institutions for Independent Platforms
“So I do think you can see a shift even at the top, even at the Washington Post and the New York Times, where people will opt out of those premier institutions because they value the freedom to monetize their following. And they also value the freedom to say wh…”
Katherine Boyle Oct 1, 2020 ▶ 35:37 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
Oct 1, 2020 positive
Insight
Boyle: A Founder's Willingness to Teach Is Fundraising's Most Vital Part
“The more that you can demonstrate that you are learning, and the more that the founder is willing to teach you, to me, that is probably the most important part of the fundraising process.”
Katherine Boyle Oct 1, 2020 ▶ 18:40 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
Oct 1, 2020 positive
Prediction Not checkable as stated
Boyle: Post-COVID trends will split between major infrastructure and communal living
“I think those are two prescriptions and two solutions that we're actually going to see coming out of COVID. We're going to see people building these intense infrastructure projects, or I hope we do, you know, sort of the Marc Andreessen, it's time to build. Bu…”
Katherine Boyle Oct 1, 2020 ▶ 39:35 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
Oct 1, 2020
Insight
Boyle: Great Investing Requires Balancing Reason and Revelation
“I very much believe that investing is this unique combination of reason and revelation, and that understanding that mix is sort of the key to being a great investor, and I think it's also the key to being a great journalist.”
Katherine Boyle Oct 1, 2020 ▶ 7:45 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
Oct 1, 2020
Insight
Boyle: Capital-Intensive Startups Should Raise Larger Seed Rounds
“If you are building a company that's going to take more capital, it makes sense to raise a larger seed because you know that it's going to take you much longer to get to those Series A milestones and those Series B milestones.”
Katherine Boyle Oct 1, 2020 ▶ 27:54 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
Oct 1, 2020 negative
Disclosure
Boyle Avoids Investing in Binary Regulatory Bets
“There are companies that have been successful off of pure regulatory change, but I think that often leads to a lot of people running towards a regulatory change, and that's not sort of the way that I invest.”
Katherine Boyle Oct 1, 2020 ▶ 22:42 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
Oct 1, 2020 negative
Opinion
Boyle: Corporate and Social Pressures Mirror Soviet-Era Censorship
“And we've seen sort of that current that was really in existence under the former Soviet Union move to what we call democratic countries. But instead of that being influenced from kind of the state, it's been influenced from companies and from other people and…”
Katherine Boyle Oct 1, 2020 ▶ 34:07 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
Oct 1, 2020
Insight
Boyle: Deep Tech Is Easier to Fund at Seed and Series B
“It's a lot easier to invest in seed in series B than it is to invest in A, and there's a reason for that, and that's because a lot of the companies I work with are deep tech companies, or they're engineering driven, and there is little traction at the A, so th…”
Katherine Boyle Oct 1, 2020 ▶ 27:35 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
Oct 1, 2020
Opinion
Boyle: Media Is Narrowing Into Private Channels Due To Social Backlash
“And so I very much believe that we've entered a time where it's very difficult to say what you believe, and that's why these narrow communities and these, you know, whether it's a Substack newsletter or whether it's a signal channel where you can talk to a sma…”
Katherine Boyle Oct 1, 2020 ▶ 34:19 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
Oct 1, 2020 negative
What-if
Boyle: Poor Washington Post Business Model Forced Her Departure From Journalism
“So I probably would have been a journalist the rest of my life Had it not been for just a terrible business model when I was at the post.”
Katherine Boyle Oct 1, 2020 ▶ 4:31 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
Oct 1, 2020 negative
Insight
Boyle: Founders optimize too much for valuation and brand over mission alignment
“I think people optimize too much for brand and price and sort of short-term effects, and they're not looking solely for mission-driven people who are mission-aligned with them who will have their back and have courage when things get tough.”
Katherine Boyle Oct 1, 2020 ▶ 40:56 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
Oct 1, 2020 bullish
Assertion Not checkable as stated
Boyle: Anduril Solved a 30-Year Government Defense Incentive Problem
“Same thing with creating new defense companies like Andrel. For 30 years, the government has not been able to figure out how do we build new technology and how do we incentivize Silicon Valley to work with us, and Andrel has figured out how to align the incent…”
Katherine Boyle Oct 1, 2020 ▶ 38:15 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
Oct 1, 2020
Prediction Not checkable as stated
Boyle: Every Successful Founder Will Face Intense Scrutiny Over Next Decade
“And I think the biggest thing that I'm predicting will happen in the next 10 years to founders is that if you plan on being a successful founder, you are going to have a target on your back. It doesn't matter whether you are building a defense company or wheth…”
Katherine Boyle Oct 1, 2020 ▶ 24:13 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
Oct 1, 2020 bearish
Assertion Not checkable as stated
Boyle: Global Trust in Legacy Institutions Is Steadily Declining
“The broader thesis that I have is that we are watching this incredible global decline of institutional trust, and it's not just media, it's the U.S. Government, it's Brexit, it's university education, the Catholic Church, it's any institution that used to hold…”
Katherine Boyle Oct 1, 2020 ▶ 30:42 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
Oct 1, 2020
Insight
Boyle: Probabilistic Thinking Distinguishes Venture Capital From Journalism
“I'd say the biggest difference is the probabilistic thinking that you have to have as an investor. That's definitely not something that journalists think about in terms of looking at upside or looking at opportunity.”
Katherine Boyle Oct 1, 2020 ▶ 7:58 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
Oct 1, 2020 negative
Assertion Not checkable as stated
Boyle: COVID exposed both how and what K-12 students learn
“I think we're seeing, and I think every person with children right now is seeing this, that like there is a Huge change happening in K through 12 education because of COVID. And the two things that I think have really changed are parents are now aware of how t…”
Katherine Boyle Oct 1, 2020 ▶ 19:17 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
Oct 1, 2020 bearish
Prediction Not checkable as stated
Boyle: Middle-Tier Media Publications Will Collapse First
“I do think that we'll see the middle fallout first. I mean, we've already seen the middle fallout in terms of sort of small metro papers. And so, 100%, I do think we're going to see that trend.”
Katherine Boyle Oct 1, 2020 ▶ 35:02 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
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