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Anthony Pompliano

Founder & CEO, Professional Capital Management · 1 appearance on the record.

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

investorfounderhostauthoroperator@APompliano ↗LinkedIn ↗pompletter.com ↗

Anthony Pompliano is the founder and CEO of Professional Capital Management and the host of The Pomp Podcast. He previously led product and growth teams at Facebook and Snapchat, and co-founded Full Tilt Capital and Morgan Creek Digital.

13statements → 3claims → 2claims resolved → 3.92/5average certainty → 2.85/5average debate potential → 4.3/5argument clarity · the sources →

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

3 assertions · 2 opinions · 3 insights · 5 disclosures · every statement was checked. The predictions and assertions are the 3 claims: statements the public record can support or contradict. 2 are resolved, and 1 names 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 Anthony 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

Assertion Supported
Pompliano: Historical data shows check size and follow-on decisions don't drive returns
“The only thing that correlates to outsized returns across different economic boom and bust cycles is being early in the best deals, right? So check size doesn't matter. Follow-on decision-making doesn't matter.”
Anthony Pompliano Jun 7, 2017 ▶ 9:12 20VC: Why Cheque Size & Follow On Decision-Making Does Not Matter, Why Intelligence Is Overrated & Why You Should Do Everything You Can To Make Other People Successful with Anthony Pompliano, Founding Partner @ Full Tilt Capital

Their most notable contradicted claim

Assertion Contradicted
Pompliano: Academic studies show VCs cannot accurately stack-rank their own portfolios
“There have been, you know, a ton of academic studies that have shown if you take an investor's portfolio and you sit them down and you say, can you please stack rank your portfolio in terms of who should have the best outcome and who should have the worst outc…”
Anthony Pompliano Jun 7, 2017 ▶ 15:26 20VC: Why Cheque Size & Follow On Decision-Making Does Not Matter, Why Intelligence Is Overrated & Why You Should Do Everything You Can To Make Other People Successful with Anthony Pompliano, Founding Partner @ Full Tilt Capital

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

4.3 / 5 directness 4.6 · coherence 4.8 · precision 4 · compression 3.7

redirected or did not address 1 of 12 assessed questions (8%). 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? →

266 words/min while actually speaking · 10.7 um and uh per 1k words

Measured by listening to the audio itself: 4,103 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 ▾ 5/10
pushed back at the host ▾ 4/10
setup questions received 45%

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

Insight
Pompliano: Demographic diversity is the best early-stage portfolio construction strategy
“If you can get the diversification of founders, you also get the diversification of thought, perspective, industries, experiences, et cetera. And we think that's the best way to or the best way for us to build an early stage portfolio today.”
Anthony Pompliano Jun 7, 2017 ▶ 4:45 20VC: Why Cheque Size & Follow On Decision-Making Does Not Matter, Why Intelligence Is Overrated & Why You Should Do Everything You Can To Make Other People Successful with Anthony Pompliano, Founding Partner @ Full Tilt Capital
Assertion Supported
Pompliano: Historical data shows check size and follow-on decisions don't drive returns
“The only thing that correlates to outsized returns across different economic boom and bust cycles is being early in the best deals, right? So check size doesn't matter. Follow-on decision-making doesn't matter.”
Anthony Pompliano Jun 7, 2017 ▶ 9:12 20VC: Why Cheque Size & Follow On Decision-Making Does Not Matter, Why Intelligence Is Overrated & Why You Should Do Everything You Can To Make Other People Successful with Anthony Pompliano, Founding Partner @ Full Tilt Capital
Insight
Pompliano: VCs who promise post-investment help are the least likely to deliver
“My alarm to every founder is the more a venture capitalist says, I'm going to be helpful after we invest, there's usually less likelihood that they will be helpful, right?”
Anthony Pompliano Jun 7, 2017 ▶ 21:48 20VC: Why Cheque Size & Follow On Decision-Making Does Not Matter, Why Intelligence Is Overrated & Why You Should Do Everything You Can To Make Other People Successful with Anthony Pompliano, Founding Partner @ Full Tilt Capital
Disclosure
Pompliano: Early data shows Full Tilt Capital has eliminated the VC J-curve
“Our data shows that we've eliminated the J curve. So we've already had a company that was acquired that isn't public yet, and we've had no companies go out of business.”
Anthony Pompliano Jun 7, 2017 ▶ 10:27 20VC: Why Cheque Size & Follow On Decision-Making Does Not Matter, Why Intelligence Is Overrated & Why You Should Do Everything You Can To Make Other People Successful with Anthony Pompliano, Founding Partner @ Full Tilt Capital
Assertion Contradicted
Pompliano: Academic studies show VCs cannot accurately stack-rank their own portfolios
“There have been, you know, a ton of academic studies that have shown if you take an investor's portfolio and you sit them down and you say, can you please stack rank your portfolio in terms of who should have the best outcome and who should have the worst outc…”
Anthony Pompliano Jun 7, 2017 ▶ 15:26 20VC: Why Cheque Size & Follow On Decision-Making Does Not Matter, Why Intelligence Is Overrated & Why You Should Do Everything You Can To Make Other People Successful with Anthony Pompliano, Founding Partner @ Full Tilt Capital
Assertion Not checkable as stated
Pompliano: 'Founder-friendly' VCs still weigh ideas 50-50 against founders
“Most of the investors who talk about being founder-friendly, they're talking about the investment terms, the way they interact with founders et cetera, but they're still making decisions based on closer to a fifty-fifty on the company idea and the founders.”
Anthony Pompliano Jun 7, 2017 ▶ 3:23 20VC: Why Cheque Size & Follow On Decision-Making Does Not Matter, Why Intelligence Is Overrated & Why You Should Do Everything You Can To Make Other People Successful with Anthony Pompliano, Founding Partner @ Full Tilt Capital
Disclosure
Pompliano: Full Tilt Capital weights decisions 90% on founders, 10% on ideas
“From our perspective, we really focus more on ninety-ten, so 90% on the founders, 10% on the idea and market.”
Anthony Pompliano Jun 7, 2017 ▶ 3:36 20VC: Why Cheque Size & Follow On Decision-Making Does Not Matter, Why Intelligence Is Overrated & Why You Should Do Everything You Can To Make Other People Successful with Anthony Pompliano, Founding Partner @ Full Tilt Capital
Disclosure
Pompliano: Full Tilt invested in deals no other VCs know exist
“There's a number of deals that we've invested in, That I'm a hundred percent confident there's not another venture capitalist in the world that knows about it because we were there from day one and we know that the founders never talked to another venture capi…”
Anthony Pompliano Jun 7, 2017 ▶ 12:53 20VC: Why Cheque Size & Follow On Decision-Making Does Not Matter, Why Intelligence Is Overrated & Why You Should Do Everything You Can To Make Other People Successful with Anthony Pompliano, Founding Partner @ Full Tilt Capital
Opinion
Pompliano: Proprietary deal flow is a misleading term driven by serendipity
“I don't think that proprietary deal flow is, I think it's a misleading term, right? I think that what ends up happening is their serendipity.”
Anthony Pompliano Jun 7, 2017 ▶ 13:49 20VC: Why Cheque Size & Follow On Decision-Making Does Not Matter, Why Intelligence Is Overrated & Why You Should Do Everything You Can To Make Other People Successful with Anthony Pompliano, Founding Partner @ Full Tilt Capital
Opinion
Pompliano: Pure intelligence is overrated compared to EQ in predicting success
“I believe that Intelligence is quite overrated, and EQ is quite underrated. I think that you can be very successful by having a high EQ, and if you have intelligence as well, then you kind of just double your probability for success, but I think that most peop…”
Anthony Pompliano Jun 7, 2017 ▶ 21:14 20VC: Why Cheque Size & Follow On Decision-Making Does Not Matter, Why Intelligence Is Overrated & Why You Should Do Everything You Can To Make Other People Successful with Anthony Pompliano, Founding Partner @ Full Tilt Capital
Insight
Pompliano: Wargaming hypothetical scenarios is best for evaluating founder decision-making
“In our eyes, it's to try to recreate those situations as, you know, accurately as possible. And so, by hypothetically kind of wargaming that stuff, we get, you know, at least a glimpse as to how will they handle that stuff. And then also, we get a glimpse as t…”
Anthony Pompliano Jun 7, 2017 ▶ 7:03 20VC: Why Cheque Size & Follow On Decision-Making Does Not Matter, Why Intelligence Is Overrated & Why You Should Do Everything You Can To Make Other People Successful with Anthony Pompliano, Founding Partner @ Full Tilt Capital
Disclosure
Pompliano: Full Tilt Capital usually invests at $5M valuation or lower
“We're investing incredibly early. We're talking five million dollar valuation or lower usually.”
Anthony Pompliano Jun 7, 2017 ▶ 3:47 20VC: Why Cheque Size & Follow On Decision-Making Does Not Matter, Why Intelligence Is Overrated & Why You Should Do Everything You Can To Make Other People Successful with Anthony Pompliano, Founding Partner @ Full Tilt Capital
Disclosure
Pompliano traveled to Nigeria at his own expense for portfolio customer research
“We've got a company that I went for a week to Nigeria with the founder to go do customer research, right, on my own dime.”
Anthony Pompliano Jun 7, 2017 ▶ 16:18 20VC: Why Cheque Size & Follow On Decision-Making Does Not Matter, Why Intelligence Is Overrated & Why You Should Do Everything You Can To Make Other People Successful with Anthony Pompliano, Founding Partner @ Full Tilt Capital

Appearances (1)

EpisodeDateSpeaking time
20VC: Why Cheque Size & Follow On Decision-Making Does Not Matter, Why Intelligence Is Ove Jun 7, 2017 17m
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