Florian Leibert

Co-Founder and General Partner, 468 Capital · 1 appearance on the record.

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

founderinvestorexecutiveengineer@flo ↗468cap.com ↗

Florian Leibert is the co-founder and former CEO of Mesosphere, an enterprise cloud and container orchestration platform. He later co-founded the venture capital firm 468 Capital after previously leading engineering initiatives at Twitter and Airbnb.

9statements → 4claims → 3claims resolved → 100%fully supported → 3.89/5average certainty → 1.78/5average debate potential → ≈4.5/5argument clarity, estimated →

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

4 assertions · 5 insights · every statement was checked. The predictions and assertions are the 4 claims: statements the public record can support or contradict. 3 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 Florian 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

Data volume grows at 40% annually, driving edge computing demand

“So the data is growing at 40% compounded annually, and you just won't be able to just put all of this data into a centralized system.”

Florian Leibert Jan 19, 2018 ▶ 19:12 20VC: Why You Should Not Always Listen To Your Investors, The Pros and Cons of Strategic Investors & How To Approach Operational Efficiency with Scaling with Florian Leibert, Founder & CEO @ Mesosphere

Expressed certainty vs assessment result

none yet certainty 1

none yet certainty 2

none yet certainty 3

100% certainty 4

100% certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: speaking style how? →

253 words/min while actually speaking · 4.2 um and uh per 1k words

No argument clarity score for Florian Leibert: no usable question→answer exchanges on raw tape (a fair score needs 8+). We do not score a sample that small. Roundtable and news formats yield far fewer direct exchanges than interviews. Their coarse estimate from 12 exchanges on the produced feed is ≈4.5/5, shown at half point precision because the sample is small and produced tape scores higher.

Measured by listening to 2,860 words across 1 episode, but every recording we have of Florian Leibert is the aired feed, and an editor cleaned that audio before release. Some of the hesitation was cut before we ever heard it, so read these as floors: the true rates are at least this high. These are measurements of speaking style, not scores. 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 55%

host pushback: the hardest questions Harry asked, tap to play ▶ 8:06“Can I ask, with such kind of a plug-in in terms of that reselling through their platform, is there ever a fear of exclusivity?” ▶ 9:15“Do you ever worry about kind of internal champions within these organizations whereby you work very closely with one, and then there's” ▶ 16:14“What's your take on the kind of willingness to engage in these non-paid Pilots in the very, very early days.”

when Florian pushed back ▶ 8:17“I don't think necessarily because we deal with HPE, but we also actually we also have a really good relationship with Dell EMC.” ▶ 11:22“So we don't necessarily see that that's slow motion M&A.”

What they said9 Episodes1

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

Insight

Open-source infrastructure tools are powerful but remain difficult to assemble

“I thought that every company should be able to take advantage of a lot of the technology that's out there. It's being released into open source, but that's still really hard to assemble.”

Florian Leibert Jan 19, 2018 ▶ 4:01 20VC: Why You Should Not Always Listen To Your Investors, The Pros and Cons of Strategic Investors & How To Approach Operational Efficiency with Scaling with Florian Leibert, Founder & CEO @ Mesosphere

Assertion Not checkable as stated

Global 2000 buyers require enterprise procurement rather than self-serve SaaS

“And those companies won't be just putting in a credit card and ordering 500,000 dollars worth of a product on our website. These are contracts that go through long negotiation cycles, they go into procurement, and we got this advice in the beginning many times…”

Florian Leibert Jan 19, 2018 ▶ 5:28 20VC: Why You Should Not Always Listen To Your Investors, The Pros and Cons of Strategic Investors & How To Approach Operational Efficiency with Scaling with Florian Leibert, Founder & CEO @ Mesosphere

Insight

One-on-one investor advice is more effective than large board meetings

“I think usually I'm a big fan of one-on-one advice, because then you can have a much more honest conversation about everything. It's kind of hard when you're in a room with 10 people or so to really dive in and discuss some really hard issues. I think that's m…”

Florian Leibert Jan 19, 2018 ▶ 6:59 20VC: Why You Should Not Always Listen To Your Investors, The Pros and Cons of Strategic Investors & How To Approach Operational Efficiency with Scaling with Florian Leibert, Founder & CEO @ Mesosphere

Insight

Basing product features on two or three customer interviews fails

“I think if you just talk to two or three customers, you're probably going to end up building the wrong things.”

Florian Leibert Jan 19, 2018 ▶ 13:51 20VC: Why You Should Not Always Listen To Your Investors, The Pros and Cons of Strategic Investors & How To Approach Operational Efficiency with Scaling with Florian Leibert, Founder & CEO @ Mesosphere

Insight

Establishing shared success criteria before enterprise pilots enables post-pilot sales

“I think it's super important when you go into a pilot, paid or unpaid actually, to identify the success criteria, and if you do that right, You basically can then make a sale upon completion of the pilot.”

Florian Leibert Jan 19, 2018 ▶ 16:28 20VC: Why You Should Not Always Listen To Your Investors, The Pros and Cons of Strategic Investors & How To Approach Operational Efficiency with Scaling with Florian Leibert, Founder & CEO @ Mesosphere

Assertion Supported

Data volume grows at 40% annually, driving edge computing demand

“So the data is growing at 40% compounded annually, and you just won't be able to just put all of this data into a centralized system.”

Insight

Sales execution is as critical as product development for technical founders

“So I came out of engineering, and I never really understood how important sales in a company is. I guess my naive way of going into starting a company in enterprise sales was that if you build a great product, it's going to sell itself. But sales is super impo…”

Florian Leibert Jan 19, 2018 ▶ 20:06 20VC: Why You Should Not Always Listen To Your Investors, The Pros and Cons of Strategic Investors & How To Approach Operational Efficiency with Scaling with Florian Leibert, Founder & CEO @ Mesosphere

Assertion Supported

HPE resells VMware despite majority ownership by competitor Dell EMC

“And I think if you look at HPE, for example, they also resell VMware, even though VMware is mostly owned by Dell EMC.”

Florian Leibert Jan 19, 2018 ▶ 8:24 20VC: Why You Should Not Always Listen To Your Investors, The Pros and Cons of Strategic Investors & How To Approach Operational Efficiency with Scaling with Florian Leibert, Founder & CEO @ Mesosphere

Assertion Supported

Sales represents 40% of expenses at public software infrastructure firms

“If you look at the large public Software infrastructure companies, sales oftentimes makes up 40% or so of their expense”

Florian Leibert Jan 19, 2018 ▶ 15:48 20VC: Why You Should Not Always Listen To Your Investors, The Pros and Cons of Strategic Investors & How To Approach Operational Efficiency with Scaling with Florian Leibert, Founder & CEO @ Mesosphere

Appearances (1)

Episode	Date	Speaking time
20VC: Why You Should Not Always Listen To Your Investors, The Pros and Cons of Strategic I	Jan 19, 2018	12m

Florian Leibert

The record, in short

Their most notable supported claim

Expressed certainty vs assessment result

How they sound: speaking style how? →

How the interview went all their pushback → series average →

Appearances (1)

Turn any episode into a week of clips.