Tiger Global Management

also referred to as: tiger · tiger global

32 statements across 26 episodes · 11 bullish · 13 bearish · 22 people on the record · first statement Aug 30, 2021 by Marcelo Claure · said 232 times in 79 episodes since 2017 · across every show →

Mentions by year

brought up most by Harry Stebbings (138), Everett Randle (8), Vince Hankes (7), Bill Gurley (7), Jason Lemkin (6), Hussein Kanji (4), Emil Michael (4), David Frankel (4)

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013252017201820192020202120222023202420252026episodes it came up in
003136252017201820192020202120222023202420252026episodesmentions per episode
2026 8 mentions in 4 episodes 2 per episode
2025 81 mentions in 16 episodes 5 per episode
2024 15 mentions in 8 episodes 2 per episode
2023 28 mentions in 8 episodes 4 per episode
2022 45 mentions in 24 episodes 2 per episode
2021 51 mentions in 15 episodes 3 per episode
2019 2 mentions in 2 episodes 1 per episode
2017 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Tiger Global Management, oldest first

Aug 30, 2021 neutral
Opinion
Claure: Tiger Global replicated SoftBank's model, forcing faster dealmaking
“Tiger basically has replicated the SoftBank model, and there's nothing magical about what they're doing, and it's great, because what Tiger does, it forces my teams to make quicker decisions now.”
Marcelo Claure Aug 30, 2021 ▶ 27:20 20VC: Marcelo Claure, CEO of Softbank Group International on Lessons From Investing $1BN Per Week with Masa Son, How Softbank Could Have Up To 8 Companies Go Public in LATAM Alone Next Year & How Softbank Analyse Both Deal Pricing and Competition Today
Sep 14, 2021 negative
Opinion
Leone: Fast-paced funds doing five deals a week cannot build companies
“Product market fit is yours. We do everything else. You cannot do what we do if you're investing in five deals a week. There's no way to do that.”
Doug Leone Sep 14, 2021 ▶ 21:25 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
Sep 20, 2021 bullish
Insight
Hans Tung: Tiger Global's public-private hybrid model is the future of VC
“But I mentioned that I think back in 2013, the model to look at will ends up being something what Tiger Global is building because it's multi-stage and it is a public fund that if you do that well, The profits of that can help to subsidize growth of their priv…”
Hans Tung Sep 20, 2021 ▶ 15:21 20VC: Investing Lessons From Rounds In Peloton and Square, Why Great Investing is Stock-Picking and Sector Penetration & The Next Decade in Venture, Is Tiger's The Right Model with Hans Tung, Managing Partner @ GGV Capital
Oct 8, 2021 positive
Assertion Partly supported
Squarespace raised over $948M prior to its May 2021 IPO
“To date, Anthony has raised over nine hundred and forty eight million dollars for the company from the likes of General Atlantic, Index Ventures, Tiger Global, culminating in their IPO in May 2021.”
Harry Stebbings Oct 8, 2021 ▶ 0:25 20VC: Squarespace Founder, Anthony Casalena on Scaling Squarespace from Dorm Room To Public Company with over $700M in ARR, The Decision to Direct List over Traditional IPO or SPAC & What Changes When You Go Public?
Dec 6, 2021 positive
Opinion
Gurley: Tiger Global's venture strategy is meticulous and research-driven
“Having talked to Scott and understand what they're doing, it's very meticulous and Top down. Tons of research.”
Bill Gurley Dec 6, 2021 ▶ 13:28 20VC: Bill Gurley and Michael Eisenberg on The First Signs of an Impending Bust, What Happens with a Market Crash, How Do Public Markets Impact Private Valuations & The Biggest Lessons from 20 Years Investing in Venture
Jan 31, 2022 bearish
Prediction Held up
Ehrenberg: Tiger Global and Coatue face horrific portfolio markdowns ahead
“You know, their mark to market now, the next couple of years is going to be horrific. They're going to see huge markdowns on a huge swath of their companies, a bunch of stuff that they had counted on to go public isn't going to go public.”
Roger Ehrenberg Jan 31, 2022 ▶ 27:15 20VC: How Startup Valuations, Fund Deployment Cycles, M&A and IPO Markets Will All Change in This New Market, Where Will The Biggest Crunch Be, When Is The Right Time To Be Aggressive vs Conservative with Roger Ehrenberg, Founding Partner @ IA Ventures
Feb 23, 2022 positive
Opinion
Bill Gurley: Tiger Global's late-stage strategy is meticulous and research-driven
“Having talked to Scott and understand what they're doing, it's very meticulous and Top down. Tons of research. They have a plan they're executing on, but that's provoking other people to lay chase”
Bill Gurley Feb 23, 2022 ▶ 5:19 The Tiger Global Memo: From Sequoia Capital to Benchmark and Thrive: The World's Best on the Rise of Tiger Global
Feb 23, 2022 negative
Opinion
Doug Leone: High-velocity VCs cannot provide genuine company-building support
“You cannot do what we do if you're investing in five deals a week. There's no way to do that.”
Doug Leone Feb 23, 2022 ▶ 4:36 The Tiger Global Memo: From Sequoia Capital to Benchmark and Thrive: The World's Best on the Rise of Tiger Global
Feb 23, 2022 negative
Insight
Michael Eisenberg: Massive funds like Tiger Global overwhelm down-market cap tables
“What we often don't pay attention to is if you've got the largest war chest at the table, you've got a shot to overwhelm the cap table in a down market. Meaning, if I'm Tiger and, you know, I'm taking a large round from Tiger at a company, then the company nee…”
Michael Eisenberg Feb 23, 2022 ▶ 6:54 The Tiger Global Memo: From Sequoia Capital to Benchmark and Thrive: The World's Best on the Rise of Tiger Global
Feb 23, 2022 positive
Assertion Partly supported
Hans Tung: Tiger Global subsidizes private equity diligence with public fund profits
“The model to look at will end up being something what Tiger Global is building, because it's multi-stage, And it is a public fund that if you do that well, the profits of that can help to subsidize growth of their private equity business, and they can afford t…”
Hans Tung Feb 23, 2022 ▶ 10:49 The Tiger Global Memo: From Sequoia Capital to Benchmark and Thrive: The World's Best on the Rise of Tiger Global
Mar 14, 2022 neutral
Assertion Supported
Friedberg: Tiger Global deployed $15 billion in venture capital in 2021
“I think Tiger Global has publicly, I don't know how public it is, but they deployed fifteen billion.”
David Friedberg Mar 14, 2022 ▶ 8:47 20VC: David Friedberg on The Framework for Business Value Creation, The Bifurcation in Venture Today That No One Talks About, The Impact of Interest Rate Hikes on Venture and Step by Step; How TPB Incubates, Funds and Exits The Next Generation of Companie
Sep 12, 2022 neutral
Prediction Held up
Quist: Tiger Global will retrench and deploy less private capital annually
“I think they retrench probably at slightly smaller scale on the private side, the public book. I don't know. There aren't a lot of firm, not a lot of public books that have recovered from being down that far. But they're kind of an unprecedented institution in…”
Will Quist Sep 12, 2022 ▶ 1:01:23 Will Quist: Why 95% of Venture Capital is Not Really “Venture Capital” | 20VC #924 · 20VC with Harry Stebbings
Apr 28, 2023 bearish
Opinion
Guo: Tiger Global's index-style early-stage strategy will perform poorly
“Short on a multi-stage fund. I think early in growth investing is more different than it appears. And so I think there are firms that like, you know, tried the early stage investing route with like a blanket based approach. And like, I don't know if that's goi…”
Sarah Guo Apr 28, 2023 ▶ 45:22 Sarah Guo: On Her New $101M Fund; How AI Impacts Inequality; AI Startups vs Incumbents | E1007 · 20VC with Harry Stebbings
May 3, 2023
Disclosure
Hankes: Tiger Global Passed on Canva by Misapplying Enterprise Software Metrics
“When I was at Tiger, I flew out to Sydney and spent a bunch of time with the Canva team in person. And, you know, it's obviously now people know about it. It's a remarkable company at the time. It was much smaller than it is now. And At the same time, we were …”
Vince Hankes May 3, 2023 ▶ 46:05 Vince Hankes: Why We Put $300M into OpenAI; Sam Altman's Pitch; Lessons from Josh Kushner | E1009 · 20VC with Harry Stebbings
May 3, 2023 positive
Insight
Hankes: Asking Operator-Level Questions Fosters Deeper Founder Empathy
“The way we'd ask that same question is, if I'm a SDR on your sales team and I'm trying to qualify a prospect, you know, what am I looking for? At the end of the day, it's really the same question. You could even argue that the way we do it at Thrive is less ef…”
Vince Hankes May 3, 2023 ▶ 4:18 Vince Hankes: Why We Put $300M into OpenAI; Sam Altman's Pitch; Lessons from Josh Kushner | E1009 · 20VC with Harry Stebbings
Jul 17, 2023 bullish
Prediction Held up
Mohnot: Tiger Global will raise much smaller funds moving forward
“And I think, so I think they're doing a really good job now, and I think I think it's gonna be a much smaller fund, and like you said, it's gonna be a ton of their own GP money, but I'm excited about them. I think they're good actors.”
Sheel Mohnot Jul 17, 2023 ▶ 1:13:48 Sheel Mohnot: How I Got Married in the Metaverse; Founder vs Product vs Market | E1035 · 20VC with Harry Stebbings
Aug 9, 2023 neutral
Prediction Not checkable as stated
Lemkin: Momentum funds like Tiger and SoftBank will return when multiples spike
“I just think when those things are going to die and then when Multiples get insane again. They'll all reappear. They're just high multiple vehicles, right?”
Jason Lemkin Aug 9, 2023 ▶ 1:10:48 Jason Lemkin: Every VC has a FRAUD in their portfolio; The IPO market is about to EXPLODE | E1046 · 20VC with Harry Stebbings
May 1, 2024
Disclosure
Suster: Upfront Ventures participated in zero SoftBank or Tiger deals
“So we had zero SoftBank deals, we had zero Tiger deals, we had one Coatoo deal, one Insight deal.”
Mark Suster May 1, 2024 ▶ 33:05 Mark Suster: Why Private Equity Will Replace IPOs and M&A as the Exit Path | E1147 · 20VC with Harry Stebbings
May 1, 2024 negative
Assertion Not publicly verifiable
Suster: SoftBank, Tiger, Coatue, and Insight marked 60% of 2021-2022 unicorns
“Of the 1260% were marked by four firms, ok? SoftBank, Tiger, Coachu, and Insight.”
Mark Suster May 1, 2024 ▶ 29:41 Mark Suster: Why Private Equity Will Replace IPOs and M&A as the Exit Path | E1147 · 20VC with Harry Stebbings
May 27, 2024 neutral
Disclosure
Lemkin: Inside VC Funds Are Flooding High-Growth Portfolio Companies With Unprecedented Capital
“Anyone in my portfolio that is growing quickly, the insiders flood it with capital, flood it with flood it with capital in a way I've never seen in my whole career flood. Everyone used to be a risk averse and then they wanted tiger to do it and they wanted sof…”
Jason Lemkin May 27, 2024 ▶ 45:57 Jason Lemkin: Why Pricing is Worse Than Ever and There is More Funding Than Ever | E1157 · 20VC with Harry Stebbings
Oct 14, 2024 negative
Opinion
Frankel: Tiger Global operated like a casino
“Those guys were just like a casino. One call to John at Tiger. Like, 20 on 80, no problem.”
David Frankel Oct 14, 2024 ▶ 0:22 David Frankel, MP @Founder Collective: Investing Lessons from Seeding Coupang, Pillpack & Suno|E1214 · 20VC with Harry Stebbings
Nov 27, 2024 positive
Assertion Partly supported
Hommels: Lee Fixel Led Tiger Global's Top Emerging Market Deals in His Twenties
“So, when he was at Tiger, so he was in MercadoLibre, he was in Yandex, he was in Flipkart, and it basically, it was A one man show on the plane, starting there was 28, 29.”
Klaus Hommels Nov 27, 2024 ▶ 1:03:54 Klaus Hommels: Why "Portfolios are Merely a Construct to Make LPs Happy"? | E1231 · 20VC with Harry Stebbings
Jan 20, 2025 negative
Insight
Kanji: VC Employees Optimize for Fast Markups Over Real Returns
“If you're the general employee, you optimize for getting to the next career ladder, and how do you show that you can get to the next career ladder? You do a deal, and then General Catalyst, or Index, or Kleiner, or Sequoia, or Andreessen, I mean, there are so …”
Hussein Kanji Jan 20, 2025 ▶ 2:31 Hussein Kanji, Founder @Hoxton Ventures: Why AI Means London Can Compete with the US | E1248 · 20VC with Harry Stebbings
Apr 17, 2025 bearish
Assertion Open · timeframe Apr 2025
O'Driscoll: Tiger Global and SoftBank are out of the venture game
“I mean, the big, I mean, the big momentum, the two biggest momentum players Of the last decade, Tiger and SoftBank are already out of the game.”
Rory O'Driscoll Apr 17, 2025 ▶ 43:50 a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
May 15, 2025 bearish
Opinion
O'Driscoll: Tiger Global Doing 300 Deals in 2021 Was a Total Mistake
“They did 300 odd deals in 2021. Obviously, in retrospect, total mistake.”
Rory O'Driscoll May 15, 2025 ▶ 13:47 OpenAI, SBF & Perplexity: What VCs Know That You Don’t · 20VC with Harry Stebbings
May 23, 2025 bullish
Opinion
Harries: Current AI wave, not COVID boom, is right time for aggressive VC investing
“The wrong time to be the tiger global play of investing quickly was back in the COVID boom. The exact right time is now, when I think you have this unlock of capabilities with the AI models, which has meant new products which just couldn't exist before.”
Luke Harries May 23, 2025 ▶ 55:23 20VC: ElevenLabs Head of Growth on Why You Do Not Need PMs | The 7-Part Launch Playbook That Gets 700K+ Views Per Product | The Truth About CAC, Payback & Performance Marketing in AI with Luke Harries
Jul 31, 2025 negative
Opinion
O'Driscoll: Tiger Global and SoftBank are shadows of their former selves
“Tiger's the obvious example. Now, they're still around, but a shadow of their former selves. Their quote unquote relevance in 2021 meant that they saw every deal that year, but they picked badly, so they got sent home. Same thing with SoftBank.”
Rory O'Driscoll Jul 31, 2025 ▶ 16:44 Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
Jul 31, 2025 bullish
Prediction Not checkable as stated
Stebbings: Tiger Global will outperform expectations due to OpenAI, Scale AI
“Tiger will do better than people think, given their position, given their positions in open AI scale.”
Harry Stebbings Jul 31, 2025 ▶ 23:01 Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
Aug 25, 2025 negative
Opinion
Deeter: Tiger Global Created Reckless Overfunding and Poor Governance
“There was a lot of happy disruption and big thinking and creativity that, that I applaud. And there was a lot of reckless overfunding and deal work and non-governance that that we're gonna have to clean up for quite a while.”
Byron Deeter Aug 25, 2025 ▶ 1:12:25 BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
Oct 31, 2025 negative
Assertion Partly supported
Ferriss: VCs and crossover funds bloated seed valuations and ruined angel terms
“Then around 2015, a lot of the VCs started coming downstream. Or upstream, as it were, choose your metaphor. And they were hunting in the same ponds that the angels were. And before you know it, then you have like Tiger Global and all sorts of other folks who …”
Tim Ferriss Oct 31, 2025 ▶ 1:00:23 20VC: Tim Ferriss: Why I Walked Away From Angel Investing After Uber | How I Accidentally Lost $150 Million | Money Fixed My Problems—Then Made Me Miserable
Nov 10, 2025 bullish
Prediction Not checkable as stated
Randle: Tiger Global will perform much better than consensus expects
“I think Tiger's gonna end up much better than anyone thought they were going to end up.”
Everett Randle Nov 10, 2025 ▶ 0:35 Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
Dec 11, 2025 neutral
Assertion Supported
Lemkin: Tiger Global made only 9 deals in 2024 versus over 100 in 2021
“They did raise a prior fund about 2.2 billion, right? In 23. They only did nine deals this year versus a hundred and some odd in 2021.”
Jason Lemkin Dec 11, 2025 ▶ 30:59 SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
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