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Shardul Shah

16 statements across 2 episodes · 4 bullish · 5 bearish · 2 people on the record · first statement Sep 16, 2024 by Shardul Shah · said 29 times in 9 episodes since 2017 · across every show →

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

Mentions by year

brought up most by Harry Stebbings (21), Danny Rimer (6), Dan Fougere (2)

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00521032017201820192020202120222023202420252026episodesmentions
0232017201820192020202120222023202420252026episodes it came up in
0051.51032017201820192020202120222023202420252026episodesmentions per episode
2026 9 mentions in 1 episode
2025 4 mentions in 2 episodes 2 per episode
2024 9 mentions in 3 episodes 3 per episode
2021 2 mentions in 1 episode
2018 4 mentions in 1 episode
2017 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Shardul Shah, oldest first

Sep 16, 2024
Disclosure
Shah: Index offers to underwrite seed rounds while splitting allocation
“Generally when I meet a founder at a seed stage, I'll tell him or her, I'll underwrite the entire round. So there's no financing risk, but We should split it into three sleeves. One sleeve is for index, one sleeve is for a seed fund, and the third sleeve is fo…”
Shardul Shah Sep 16, 2024 ▶ 31:39 Shardul Shah: How Index Makes Decisions & Why Benchmarks & Averages in VC are BS | E1202 · 20VC with Harry Stebbings
Sep 16, 2024 negative
Insight
Shah: Pattern recognition and VC benchmarking are exercises in psychological safety
“There's so much long tail risk in a company that I feel like the exercise around pattern recognition benchmarking as just like two examples, risk mitigation as a third are exercises in psychological safety.”
Shardul Shah Sep 16, 2024 ▶ 30:30 Shardul Shah: How Index Makes Decisions & Why Benchmarks & Averages in VC are BS | E1202 · 20VC with Harry Stebbings
Sep 16, 2024 negative
Opinion
Shah: Best ZIRP founders under-grew while VCs missed liquidity windows
“For founders, like the best founders probably didn't grow aggressively enough. For investors, investors probably didn't maximize liquidity opportunities.”
Shardul Shah Sep 16, 2024 ▶ 48:35 Shardul Shah: How Index Makes Decisions & Why Benchmarks & Averages in VC are BS | E1202 · 20VC with Harry Stebbings
Sep 16, 2024 positive
Disclosure
Shah: All Index investments in Datadog and Wiz were high priced
“Every investment in Datadog I was at a high price every, it's not an outcome yet, of course, but every investment in Wiz has been at a very high price. I feel great about each of those decisions.”
Shardul Shah Sep 16, 2024 ▶ 12:35 Shardul Shah: How Index Makes Decisions & Why Benchmarks & Averages in VC are BS | E1202 · 20VC with Harry Stebbings
Sep 16, 2024 positive
Insight
Shah: Walking meetings are highly effective for team conflict resolution
“When you have a disagreement or challenging conversation, walking like movement plus heading heading in the same direction can actually be really stimulating. So it's actually a really good tool.”
Shardul Shah Sep 16, 2024 ▶ 27:14 Shardul Shah: How Index Makes Decisions & Why Benchmarks & Averages in VC are BS | E1202 · 20VC with Harry Stebbings
Sep 16, 2024
Assertion Not checkable as stated
Shah: Default first meeting length is 30 minutes
“When I started my career every meeting default was an hour. Danny reminded me that I probably know the answer in 15 minutes, and so now the default first meeting I have is 30 minutes.”
Shardul Shah Sep 16, 2024 ▶ 5:24 Shardul Shah: How Index Makes Decisions & Why Benchmarks & Averages in VC are BS | E1202 · 20VC with Harry Stebbings
Sep 16, 2024 negative
Insight
Shah: Assimilating to firm norms sets VC investors up for failure
“If your goal is to be the best version of yourself and your firm's goal is to be the best firm on the planet, there's no room for assimilation and confirmation, right? Conforming to other norms. So I think it's absolutely wrong. I think if you try to assimilat…”
Shardul Shah Sep 16, 2024 ▶ 2:28 Shardul Shah: How Index Makes Decisions & Why Benchmarks & Averages in VC are BS | E1202 · 20VC with Harry Stebbings
Sep 16, 2024
Insight
Shah: First-time founders' biggest mistake is not firing fast enough
“Not firing fast enough.”
Shardul Shah Sep 16, 2024 ▶ 48:28 Shardul Shah: How Index Makes Decisions & Why Benchmarks & Averages in VC are BS | E1202 · 20VC with Harry Stebbings
Sep 16, 2024
Insight
Shah: Sins of omission matter more in VC than sins of commission
“I really think that the sins of omission Are much more significant than the sins of commission.”
Shardul Shah Sep 16, 2024 ▶ 30:05 Shardul Shah: How Index Makes Decisions & Why Benchmarks & Averages in VC are BS | E1202 · 20VC with Harry Stebbings
Sep 16, 2024 positive
Insight
Shah: Returning the fund is the only career metric that matters
“The game on the field, if you're a venture investor, is to invest in a fund returner. If you return the fund, don't worry about it.”
Shardul Shah Sep 16, 2024 ▶ 3:05 Shardul Shah: How Index Makes Decisions & Why Benchmarks & Averages in VC are BS | E1202 · 20VC with Harry Stebbings
Sep 16, 2024
Insight
Shah: Index Ventures' three rules to avoid missing generational founders
“The sins of omission for us distilled into three lessons. One don't be cute on price. Two don't overthink it. Three don't pass on generational founders.”
Shardul Shah Sep 16, 2024 ▶ 10:43 Shardul Shah: How Index Makes Decisions & Why Benchmarks & Averages in VC are BS | E1202 · 20VC with Harry Stebbings
Sep 16, 2024 negative
Disclosure
Shah: Misjudging capital intensity caused his biggest investment failures
“And so I overestimated like uncapped market upside, underestimated the capital intensity of a company. Voted in favor with high conviction on the investment, and yeah, I think one of my partners is doing a great job of finding a path to, you know, returning ca…”
Shardul Shah Sep 16, 2024 ▶ 16:19 Shardul Shah: How Index Makes Decisions & Why Benchmarks & Averages in VC are BS | E1202 · 20VC with Harry Stebbings
Sep 16, 2024 positive
Insight
Shah: VCs fail by picking wrong investments, not overpaying
“But when I think about conviction in people at the earliest stages I think you can be really elastic on price. At late stage, if you have conviction, price is just a representation of like future expected, expected free cashflow, right? So you're probably not …”
Shardul Shah Sep 16, 2024 ▶ 12:02 Shardul Shah: How Index Makes Decisions & Why Benchmarks & Averages in VC are BS | E1202 · 20VC with Harry Stebbings
Sep 16, 2024
Insight
Shah: There are no predictable human patterns for successful founders
“When it comes to patterns of selection and patterns within people, The only pattern is there is no pattern.”
Shardul Shah Sep 16, 2024 ▶ 9:30 Shardul Shah: How Index Makes Decisions & Why Benchmarks & Averages in VC are BS | E1202 · 20VC with Harry Stebbings
Sep 16, 2024 negative
Opinion
Shah: Describing founders as 'A-plus' without substantiation is VC BS
“It really irritates me when I hear, ah, investors say it's an exceptional founder, ah, an A-plus founder, without any, like, specificity or substantiation.”
Shardul Shah Sep 16, 2024 ▶ 48:10 Shardul Shah: How Index Makes Decisions & Why Benchmarks & Averages in VC are BS | E1202 · 20VC with Harry Stebbings
Nov 22, 2024
Disclosure
Fougere: Top enterprise CIOs rejected Datadog's cloud monitoring pitch in 2017
“Amit and I went on a series of dinners with Shardul Shah in early 2017, and we were, and it was all CIOs. And CTOs. And we were so excited and we went to fancy restaurants and nobody cared about cloud monitoring.”
Dan Fougere Nov 22, 2024 ▶ 5:30 Dan Fougere, CRO @Datadog: Why Discounting is Dangerous and Contract Sizes are Misleading | E1229 · 20VC with Harry Stebbings
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