Woody Marshall
17 statements across 2 episodes · 4 bullish · 2 bearish · 1 people on the record · first statement Oct 8, 2018 by Woody Marshall · said 8 times in 6 episodes since 2016 · across every show →
On the record as a speaker too: Woody Marshall's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Harry Stebbings (4), David Pakman (3), Jason Lemkin (1)
tap a year for its mentions
2024 1 mention in 1 episode
2021 2 mentions in 2 episodes 1 per episode
- 20VC: Nubank CEO David Velez on Scaling Nubank to a $25BN Company, Why What Makes a Great Founder Does Not Make a Great CEO & The Responsibility Framework and How Leaders Can Use It To Drive Efficiency
- 20VC: Spotify Founder Daniel Ek on Optimising Decision-Making, Structuring Effective Learning Processes, The Trials and Tribulations in The Transition From Founder To CEO & The Future of Building Prima Materia with Shakil Khan
- every mention in 2021, scene by scene →
2018 2 mentions in 2 episodes 1 per episode
- 20VC: Why Entrepreneurs Should Let Everyone Rip Apart Their Business Idea, How To Construct Frameworks for Success & Why You Should Not Always Test Your MVP with Afton Vechery, Founder & CEO @ Modern Fertility
- 20VC: The Right Way For Founders To Think About Capital Efficiency, How To Create A Culture of Continuous Learning & The Secret To Talent Assessment and Optimisation with Mariam Naficy, Founder & CEO @ Minted
- every mention in 2018, scene by scene →
Everything said about Woody Marshall, oldest first
Oct 8, 2018 positive
Woody Marshall: There are no downsides to going public
“So I actually don't think there are cons. I think it's a positive. It causes a company to be crisp in your execution. You have to tell your story thoughtfully. You have to deliver. You are accountable. And I think all of those over the long term for great comp…”
Oct 8, 2018 positive
Woody Marshall: Secondary markets provide adequate liquidity without company approval
“I think now with all of the secondary liquidity options that are out there, if you want to sell as a private company, even if The company doesn't want to sell, but you want to sell your shares. I think there's adequate liquidity sources”
Oct 8, 2018
Oct 8, 2018
Marshall: Subscription startups with unit economics should aggressively front-load CAC
“If you have this durable relationship with customers, and it's something we see a lot having invested in many subscription businesses, and if the economics works, you'd be crazy not to front end load as much of the customer acquisition as you can.”
Oct 8, 2018 positive
Marshall: Only high-quality businesses survive major economic downturns
“Well, I think that the way that we think about it is the way that I think about it is that only quality is durable, and if you look at 2000 and then the 2008, you had some folks that just came into the market talk about bubbles. Only the true quality businesse…”
Oct 8, 2018
Oct 8, 2018
Oct 8, 2018
Woody Marshall: Entry valuation matters less if competitive durability is high
“Getting that durability of the value proposition, and whether that's competitive modes, whether that's management execution, those are the important things to get right. But if you get those right, I do agree, valuation in hindsight can be a little less releva…”
Oct 8, 2018 neutral
Oct 8, 2018 positive
Marshall: Expanding market value of tech companies justifies venture capital mega-funds
“The first thing I would say is if you look at the size of the global technology pie, it's bigger than ever before. You know, look at the top 10 highest market cap public companies today. You know, Apple's over a trillion dollars. I think five years ago was pro…”
Oct 8, 2018
Marshall: Startup CAC is most efficient early on before market competition increases
“There's sometimes, like, we look back at companies and say, God, we should have spent twice as much on customer acquisition because customer acquisition was remarkably efficient in the early days, and over time, it gets more and more competitive.”
Oct 11, 2023
Woody Marshall: Penalizing venture partner mistakes creates risk-aversion and mediocre fund returns
“If all of a sudden you start smacking people on the hand for, if they make a mistake in a risk business, what are you going to end up with? You're going to end up with a risk averse set of, You know, investors and you're guaranteed your next fund is going to b…”
Oct 11, 2023 neutral
Woody Marshall: Public markets shifted Rule of 40 expectations toward balanced margins
“Two years ago, if you had talked to the public market... It used to be 60 to 70% growth with the -20 to -30% EBITDA. Today, depending on who you talk to, it's like 30 and 10, 20 and 20. Like they want to see both.”
Oct 11, 2023 neutral
Woody Marshall: Large venture firms face strict auditing on portfolio valuations
“If you're a firm as big as mine or as Devon's, there's a very sophisticated process that gets reviewed by auditors, which is a little different than, you know, with a lot of the early stage guys, so it's hard for us to play around with valuation”
Oct 11, 2023 negative
Woody Marshall: Refusing to reset inflated valuations causes suboptimal business decisions
“The smart companies are, you know, resetting the deck. They're ripping bandaid off because the problem with companies that hold on to some of those valuations is they're going to make decisions that are suboptimal.”
Oct 11, 2023