Annie Kadavy

Venture Partner, Redpoint Ventures · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

investoroperatorexecutive@akad ↗redpoint.com ↗

Annie Kadavy is a Venture Partner at Redpoint Ventures and previously served as a General Partner at CRV, where she led early investments in DoorDash, Patreon, and ClassPass. Between venture roles, she worked as Head of Strategic Operations at Uber Freight.

13statements → 4claims → 1claims resolved → 3.92/5average certainty → 2.15/5average debate potential → 4.3/5argument clarity · the sources → 9said about them ↓

1 supported 0 partly supported 0 contradicted 3 not checkable as stated how the 4 claims stand · each chip opens the sources

3 predictions · 1 assertion · 2 opinions · 7 insights · every statement was checked. The predictions and assertion are the 4 claims: statements the public record can support or contradict. 1 is resolved, and 3 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Annie argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Prediction Held up

Kadavy: AI bots will exist everywhere across existing platforms, not standalone

“My hypothesis is that at least at the beginning for sure, and I think going forward, they will live everywhere. One bot, I should think of a bot like I think of a contact person. It should be in my contact list. It should be in my Facebook messenger. Maybe it'…”

Annie Kadavy Jun 22, 2016 ▶ 22:17 20VC: Why Bots Are The New Black, Conversational Interface Is The Next of For Consumerisation and The Determinants Of A Successful Marketplace with Annie Kadavy, General Partner @ CRV

Argument clarity: do they answer the question? how? →

4.3 / 5 directness 4.5 · coherence 4.6 · precision 4 · compression 3.8

redirected or did not address 1 of 15 assessed questions (7%). Watch them ▸

This is a score against a rubric. It is not a rank. Every host question → answer exchange is scored with names hidden on directness, coherence, precision and compression, 1–5 each, on meaning alone: disfluencies are ignored, and only raw unedited episodes count. This is the score that measures thought. Every scored exchange, scores shown → · The rubric and its checks →

How they sound: speaking style how? →

223 words/min while actually speaking · 26.4 um and uh per 1k words

Measured by listening to the audio itself: 4,474 words across 1 episode of raw-level tape, transcribed verbatim with every um and uh kept, each one attributed only where the alignment onto our timed stream is unambiguous. These are measurements of speaking style. We do not rank them: across this corpus, fluency and argument quality are nearly uncorrelated (ρ≈0.2), and smooth talking does not signal clear thinking. How it's measured →

How the interview went all their pushback → series average →

Across 1 rated episode:

host pushback ▾ 2/10

pushed back at the host 1/10

setup questions received 40%

host pushback: the hardest questions Harry asked, tap to play ▶ 23:44“Are we not a fundamental kind of incumbency advantage where Facebook and Google have the biggest data sets and so will win the accuracy of the bot challenge?” ▶ 18:39“Is the predictability of SaaS income a real confidence booster to you when investing in a business?” ▶ 6:10“how do you reflect on your own success as a VC metric wise?”

What they said13 What others said9 Episodes1

Everything Annie Kadavy said on 20VC that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight

Kadavy: $50M in revenue is often too small for early-stage VC

“Building businesses that can do fifty million dollars in revenue. That is incredible, right? That is incredible. And it, and But unfortunately, it's not always a great fit for an early stage venture fund that is that, you know, the bar for success in a consume…”

Annie Kadavy Jun 22, 2016 ▶ 10:16 20VC: Why Bots Are The New Black, Conversational Interface Is The Next of For Consumerisation and The Determinants Of A Successful Marketplace with Annie Kadavy, General Partner @ CRV

Opinion

Kadavy: Facebook and Google hold a massive data advantage in AI bots

“I absolutely believe that. I think that you look, you just look at this sheer scale of Facebook Messenger and Google specifically. And while I think that others may be able to compete, the scale is, is just so vast.”

Annie Kadavy Jun 22, 2016 ▶ 23:53 20VC: Why Bots Are The New Black, Conversational Interface Is The Next of For Consumerisation and The Determinants Of A Successful Marketplace with Annie Kadavy, General Partner @ CRV

Insight

Kadavy: Great consumer tech either mirrors offline behavior or gives superpowers

“Many of the greatest companies we know could fall into one or perhaps two buckets of In what they've enabled for consumers. One is that they have enabled them to behave more as we behave as humans offline... The second is piece of technology that Give someone …”

Annie Kadavy Jun 22, 2016 ▶ 20:02 20VC: Why Bots Are The New Black, Conversational Interface Is The Next of For Consumerisation and The Determinants Of A Successful Marketplace with Annie Kadavy, General Partner @ CRV

Assertion Not checkable as stated

Kadavy: Top Midas List Investors Don't Fit Traditional Operator Mold

“And after I went and looked around, I found that many of the best investors out there, you know, if you look at the Midas list, which is one list that's put together that has a lot of extremely talented and successful investors on it, they by no means fit that…”

Annie Kadavy Jun 22, 2016 ▶ 5:31 20VC: Why Bots Are The New Black, Conversational Interface Is The Next of For Consumerisation and The Determinants Of A Successful Marketplace with Annie Kadavy, General Partner @ CRV

Insight

Kadavy: It takes ten years to know if you are a good VC

“It takes one person 10 years to know if they're good at this job or not, which is crazy when you think about it. I couldn't give you another example of a job that takes 10 years to give you that feedback.”

Annie Kadavy Jun 22, 2016 ▶ 6:28 20VC: Why Bots Are The New Black, Conversational Interface Is The Next of For Consumerisation and The Determinants Of A Successful Marketplace with Annie Kadavy, General Partner @ CRV

Insight

Kadavy: Marketplace success requires prioritizing empathy with supply side first

“To find success in a marketplace is, is to truly empathize specifically with the supply side first.”

Annie Kadavy Jun 22, 2016 ▶ 15:47 20VC: Why Bots Are The New Black, Conversational Interface Is The Next of For Consumerisation and The Determinants Of A Successful Marketplace with Annie Kadavy, General Partner @ CRV

Insight

Kadavy: Nearly all marketplaces derive defensibility through scale

“Marketplaces, almost all of them are defensible by scale.”

Annie Kadavy Jun 22, 2016 ▶ 16:18 20VC: Why Bots Are The New Black, Conversational Interface Is The Next of For Consumerisation and The Determinants Of A Successful Marketplace with Annie Kadavy, General Partner @ CRV

Opinion

Kadavy: Craigslist's local liquidity makes it unseatably defensible despite terrible UX

“The Craigslist user experience is terrible. However, because they have such liquidity in local markets, They're incredibly difficult to unseat.”

Annie Kadavy Jun 22, 2016 ▶ 16:46 20VC: Why Bots Are The New Black, Conversational Interface Is The Next of For Consumerisation and The Determinants Of A Successful Marketplace with Annie Kadavy, General Partner @ CRV

Prediction Not checkable as stated

Kadavy: Consumer-facing SaaS marketplaces will proliferate

“We'll see more of these kind of consumer, I think of them as consumer facing SaaS marketplaces.”

Annie Kadavy Jun 22, 2016 ▶ 17:58 20VC: Why Bots Are The New Black, Conversational Interface Is The Next of For Consumerisation and The Determinants Of A Successful Marketplace with Annie Kadavy, General Partner @ CRV

Prediction Not checkable as stated

Kadavy: Conversational interfaces are the next wave of consumer technology

“The idea of a non-interface interface or a conversational interface being the next wave in the consumerization of technology is, is quite interesting.”

Annie Kadavy Jun 22, 2016 ▶ 19:43 20VC: Why Bots Are The New Black, Conversational Interface Is The Next of For Consumerisation and The Determinants Of A Successful Marketplace with Annie Kadavy, General Partner @ CRV

Prediction Held up

Kadavy: AI bots will exist everywhere across existing platforms, not standalone

Insight

Kadavy: Bot startups should target high-value vertical niches to compete

“To start with a vertical, ideally a vertical that is you know, very high value to a consumer and build a depth of knowledge or experience there because people will flock to the things that, that work best in those bots.”

Annie Kadavy Jun 22, 2016 ▶ 24:48 20VC: Why Bots Are The New Black, Conversational Interface Is The Next of For Consumerisation and The Determinants Of A Successful Marketplace with Annie Kadavy, General Partner @ CRV

Insight

Kadavy: VCs own nothing and lead nothing; they are just enablers

“It is a job where you are inherently in the middle of a lot of things. You don't own anything and you are not the leader of anything. You are the enabler of people and ideas”

Annie Kadavy Jun 22, 2016 ▶ 27:02 20VC: Why Bots Are The New Black, Conversational Interface Is The Next of For Consumerisation and The Determinants Of A Successful Marketplace with Annie Kadavy, General Partner @ CRV

The other half of the tape: Annie Kadavy's own voice is left out of every number here. Other people bring the name up 9 times in 4 episodes on 20VC. every mention, with the transcript →

Who brings them up most Harry Stebbings 4 Rachel Carlson 3 Arielle Zuckerberg 1