Thailand

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Sep 14, 2021 by Doug Leone · said 12 times in 9 episodes since 2015 · across every show →

Mentions by year

brought up most by Niklas Östberg (4), Mike Hudack (1), Jason Lemkin (1), James Altucher (1), Harry Stebbings (1), Doug Leone (1), Dave Powers (1), Cliff Obrecht (1)

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012201520162017201820192020202120222023202420252026episodes it came up in
002142201520162017201820192020202120222023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 4 mentions in 1 episode
2024 1 mention in 1 episode
2023 2 mentions in 2 episodes 1 per episode
2022 1 mention in 1 episode
2021 1 mention in 1 episode
2015 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Thailand, oldest first

Sep 14, 2021 positive
Insight
Doug Leone: Partnering with global market winners requires focusing on large economies
“Because if you want to be a partner to the most valuable companies in the world, which is our mission, it could only happen in large economies. It's not going to happen in Thailand, a small economy.”
Doug Leone Sep 14, 2021 ▶ 31:00 20VC: Sequoia's Doug Leone on What Has Been Instrumental To Scaling Sequoia Over Generations, How Sequoia Think About International Expansion and What They Learned From China and India & Why When You Lose Pre-Seed You Become Private Equity
Mar 12, 2025 negative
Assertion Supported
Delivery Hero scaled Thailand to 400k daily orders unsustainably in one year
“If you take our Thailand business, we scaled from a couple of thousand orders a day up to 400,000 orders a day in less than a year, but it was not sustainable.”
Niklas Östberg Mar 12, 2025 ▶ 0:00 Niklas Östberg, Founder @ Delivery Hero: Competing with Uber and Doordash in a Capital Arms Race · 20VC with Harry Stebbings
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