Peter Wagner
23 statements across 1 episodes · 7 bullish · 7 bearish · 1 people on the record · first statement Mar 6, 2024 by Peter Wagner · across every show →
On the record as a speaker too: Peter Wagner's record, appearances and statements → this page counts the times other people say the name.
Everything said about Peter Wagner, oldest first
Mar 6, 2024 negative
Mar 6, 2024 bullish
Mar 6, 2024
Wagner: Overoptimism about internet safety led to a bad AI investment
“The willingness to spend was really actually concentrated, and at least now in a relatively small number of businesses, and I think the mistake was, like, I really wanted it to be true, like, and maybe, you know, because I would just love for the internet to b…”
Mar 6, 2024 positive
Mar 6, 2024 bearish
Wagner: My biggest cleantech contribution at Accel was avoiding bad deals
“Like, I devoted a substantial amount of my time to cleantech at one point you know, just because, and this was in like, 2006, 2007, 2008. And it was because, you know, no one else at the firm was spending any time on it, you know, I sort of felt like it was an…”
Mar 6, 2024 bullish
Mar 6, 2024 negative
Mar 6, 2024 bullish
Mar 6, 2024
Mar 6, 2024 negative
Mar 6, 2024 positive
Peter Wagner: Thematic focus helps VCs judge market timing risks
“I think the thematic focus and sort of only working in domains that you understand really well is an advantage. You know, you have I think better, better proximity to judge when, you know, when the architectural transition is, is, is likely to occur. You have …”
Mar 6, 2024 negative
Wagner: Capping round dilution at 10% attracts passive spray-and-pray investors
“There's been so many new entrants that have pounded into venture that, you know, maybe aren't, you know, devoting that kind of company building craftsmanship to their projects, and they're really, you know, they're pursuing a spring and pray strategy or a capi…”
Mar 6, 2024
Wagner: Price Sensitivity in Early-Stage VC Signals Weak Conviction
“When I'm getting really nervous about a price getting too high often actually what that also is, it's an indication that maybe my conviction is lacking. I don't have sufficient conviction around this investment, and so queasiness about price is actually a symp…”
Mar 6, 2024 bullish
Mar 6, 2024
Wagner: VC partners are rarely punished for consensus mistakes
“There's this kind of safety in the herd thing, and I, a belief within, you know, firms and partners, and not incorrect, that if they're making the same mistake that everyone else in the industry is making, they probably won't be punished for it, because, you k…”
Mar 6, 2024
Wagner: Price discipline caused 1990s VCs to miss internet boom
“Back to the late nineties, you know, there were people good venture capitalists that were like, you know what, you know, these valuations are just too high. I'm not investing in these internet companies, you know, it just doesn't make sense. And, you know, the…”
Mar 6, 2024 positive
Mar 6, 2024 neutral
Wagner: Early VC Success Builds Credibility but Can Delay Crucial Lessons
“You know, it's a double edged sword, right? So it can be very good in terms of building some credibility and some reputation. And that certainly was the case, you know, for me. And so it brought, You know, maybe sort of more relevant and interesting to founder…”
Mar 6, 2024
Wagner: VCs deciding on company sales must closely heed management recommendations
“I try and really listen closely to the management teams, you know, cause, cause they are so much closer to the action. And, you know, if you're talking about, should you sell a private company or not? Their recommendations need to be really discerned and close…”
Mar 6, 2024
Mar 6, 2024
Wagner: Sweet spot startups balance customer familiarity with incumbent defense
“Finding that opportunity, which is close enough to something that people understand, so it isn't just a complete lobotomy for the customer, right? You know, so that, so they have some grounding, but different enough so that it isn't just kind of an obvious nex…”
Mar 6, 2024 bearish