Will Quist
6 statements across 1 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Sep 12, 2022 by Will Quist · said 3 times in 1 episodes since 2023 · across every show →
On the record as a speaker too: Will Quist's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Frank Rotman (3)
tap a year for its mentions
Everything said about Will Quist, oldest first
Sep 12, 2022
Quist: All competitive startup moats eventually erode over time
“I think as soon as you begin talking about a product, there's only a few ways people have ever created defensibility. And I know it all erodes. There's no sure thing modes, but there are higher walls than others, right? Around network effects, intellectual pro…”
Sep 12, 2022 bullish
Quist: Industry Ventures returned 10-12x on LiveRamp's Series B acquisition
“There's a company called LiveRamp that Oren Hoffman founded, that I was lucky enough to lead the Series B. And this was at a time when ad tech related products were kind of written off, right? As hard to differentiate, hard to find novelty, hard to find defens…”
Sep 12, 2022 neutral
Quist: Underwriting startups with multiple novel theories is exponentially riskier
“Being novel, having a novel theory and being correct, having one of them in your life is a low odds proposition. There just aren't that many. Having two isn't linear risk or the odds of being right on two vectors is exponentially lower. And I think that there'…”
Sep 12, 2022 negative
Sep 12, 2022 bearish
Quist: Mid-sized VC funds will struggle to find alpha by 2027
“I think the pie gets bigger. But unfortunately it subsists less people. Goldman and Morgan are much more profitable than a lot of other investment banks. And so I think you'll see firms that have picked a quadrant and set up their organization and strategy wor…”
Sep 12, 2022
Quist: Effective TAM analysis focuses on past spending on inefficient solutions
“I think a lot of TAM analyses, like, starts off on the wrong foot. I like to ask, and I think the question you want to have about marketizing is, most products are built to solve a problem. Most problems are solved, but inefficiently. And so the question I hav…”