Glenn Solomon

Managing Partner, Notable Capital · 1 appearance on the record.

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investor@glennsolomon ↗LinkedIn ↗goinglongblog.com ↗

Glenn Solomon leads the Cloud Infrastructure & AI practice at Notable Capital, focusing on enterprise software, cybersecurity, and developer platforms. Over a 25-plus-year venture career, he has backed companies such as Airbnb, Slack, HashiCorp, Zendesk, Square, and Anthropic.

14statements → 1claims → 1claims resolved → 3.64/5average certainty → 2.43/5average debate potential → ≈4.5/5argument clarity, estimated → 27said about them ↓

1 supported 0 partly supported 0 contradicted how the 1 claim stands · each chip opens the sources

1 assertion · 7 opinions · 3 insights · 3 disclosures · every statement was checked. The predictions and assertion are the 1 claim: statements the public record can support or contradict. 1 is resolved. 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 Glenn 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

Silicon Valley is losing its primacy as the hub for tech startups

“Silicon Valley is, losing its primacy for startups. You're seeing great startups getting going in lots of regions throughout the U S and throughout the world.”

Glenn Solomon May 29, 2018 ▶ 12:39 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital

How they sound: speaking style how? →

235 words/min while actually speaking · 1.1 um and uh per 1k words

No argument clarity score for Glenn Solomon: 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 24 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 4,526 words across 1 episode, but every recording we have of Glenn Solomon 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 ▾ 3/10

setup questions received 68%

host pushback: the hardest questions Harry asked, tap to play ▶ 6:29“Can I dive in and ask, kind of speaking of these paradigm shifts, we had Elad Gilder, the famous angel investor on the show recently, and he said that all investors are looking for…” ▶ 19:00“Doesn't invest In the market, How do you think about this with the likelihood of them either copying early or acquiring too early for significant venture returns? How do you think …” ▶ 21:35“How do you think about that and respond to that, maybe erring on the side of answering the skeptics?”

when Glenn pushed back ▶ 3:31“Well, Harry, thanks for making me feel old right off the bat.” ▶ 7:02“Where I disagree with Elad is I think we're already in a very important second act of the paradigm shifts around cloud and mobile, and so I disagree that we're waiting for anything…”

What they said14 What others said27 Episodes1

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

Opinion

Tencent's WeChat is likely the world's most valuable digital asset

“Tencent's WeChat was created on mobile, and it's probably the most valuable digital asset in the world today.”

Glenn Solomon May 29, 2018 ▶ 6:06 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital

Opinion

Tech is in the second act of cloud and mobile, not waiting

“Where I disagree with Elad is I think we're already in a very important second act of the paradigm shifts around cloud and mobile, and so I disagree that we're waiting for anything.”

Glenn Solomon May 29, 2018 ▶ 7:02 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital

Opinion

Silicon Valley-centric VCs miss the global tech interplay with China

“These are global trends and really for the first time are flattening technology markets so that the interplay between China and the U.S. Where we're focused and other markets as well is as vibrant as it's ever been, and that's where I think some of the folks W…”

Glenn Solomon May 29, 2018 ▶ 7:27 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital

Opinion

Using valuation as a reason to pass on deals is a crutch

“I think it's a crutch to use valuation as a reason to walk from deals.”

Glenn Solomon May 29, 2018 ▶ 11:56 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital

Assertion Supported

Silicon Valley is losing its primacy as the hub for tech startups

“Silicon Valley is, losing its primacy for startups. You're seeing great startups getting going in lots of regions throughout the U S and throughout the world.”

Opinion

China is no longer a copycat market but a genuine innovation leader

“I think the smart entrepreneur now realizes that China's not a copycat market anymore, that real innovation is happening there, and they just want to learn.”

Glenn Solomon May 29, 2018 ▶ 18:10 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital

Insight

Chinese tech giants prioritize early investment in breakout startups over copying them

“What I see happening more recently is not that those companies are copycatting and trying to kill startups. They're trying to identify the startups that have breakout potential and get money into them and invest in them as soon as possible.”

Glenn Solomon May 29, 2018 ▶ 19:38 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital

Disclosure

None of Glenn Solomon's cheap venture investments ever turned out great

“I can't think of a cheap deal I've ever done in my life that turned out great.”

Glenn Solomon May 29, 2018 ▶ 12:06 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital

Insight

Alibaba and Tencent back rival startups rather than co-investing

“It's unlikely, for example, that both Alibaba and Tencent will come into the same company, and if one backs a company, then you can expect that the other will back a competing company in the space.”

Glenn Solomon May 29, 2018 ▶ 20:04 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital

Opinion

Cloud and mobile are the two biggest paradigm shifts of our lifetime

“These two shifts, the mobile computing and cloud computing shifts, Have been massive. They're interrelated. They're probably the two biggest paradigm shifts I'll see in my life, and they're giving birth to some of the most important network effect businesses a…”

Glenn Solomon May 29, 2018 ▶ 5:48 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital

Insight

First-time founders make a mistake by excluding executive teams from board meetings

“I'd say that's a mistake I see first time entrepreneurs frequently make is that they make the board meetings all about themselves, when in fact, while scary, it's the right thing to do to give more exposure to your executive team, to the board.”

Glenn Solomon May 29, 2018 ▶ 15:54 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital

Disclosure

GGV Capital has over 50% of its investments and team in China

“Today, half our team is in China, half our, over half our investment team, over 50% of our investments have been made in the China market.”

Glenn Solomon May 29, 2018 ▶ 16:27 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital

Opinion

Opendoor's value proposition targets Middle America, not San Francisco or New York

“With Opendoor, this is really a middle America play. This is not a play that necessarily resonates in markets where there's a lot of liquidity in residential real estate like San Francisco, Bay Area, and New York, where there also are a lot of VCs.”

Glenn Solomon May 29, 2018 ▶ 22:45 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital

Disclosure

Domo gives board members real-time platform access, eliminating basic financial reporting

“The company Domo runs itself on the product Domo, and the board has access to that product. So the result of that is the board meetings at Domo are not about reporting numbers.”

Glenn Solomon May 29, 2018 ▶ 14:44 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital

The other half of the tape: Glenn Solomon's own voice is left out of every number here. Other people bring the name up 27 times in 8 episodes on 20VC. every mention, with the transcript →

Who brings them up most Harry Stebbings 21 Keith Rabois 2 Jeff Richards 2 Hans Tung 2