Ifty Ahmed

Former Partner, Summit Partners · 1 appearance on the record.

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

12statements → 2claims → 1claims resolved → 3.92/5average certainty → 2.33/5average debate potential → 4.3/5argument clarity · the sources →

1 supported 0 partly supported 0 contradicted 1 not checkable as stated how the 2 claims stand · each chip opens the sources

2 predictions · 2 opinions · 8 insights · every statement was checked. The predictions and assertions are the 2 claims: statements the public record can support or contradict. 1 is 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 Ifty 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
Ahmed: Google Glass is doomed
“Doomed.”
Ifty Ahmed Jan 22, 2015 ▶ 16:17 20 VC 006: Google Glass & Founding Teams

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

4.3 / 5 directness 4.6 · coherence 4.8 · precision 3.9 · compression 3.7

redirected or did not address 1 of 13 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? →

261 words/min while actually speaking · 31.5 um and uh per 1k words

Measured by listening to the audio itself: 3,237 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 →

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

Insight
Ifty Ahmed: Successful startup founders must be 'technology jihadists'
“The real guys who are going to innovate and disrupt the world are the ones who truly believe and maniacally believe in what they're trying to do. And in some ways, you know, in a funny way, I think about it as these are technology jihadists, if you know what I…”
Ifty Ahmed Jan 22, 2015 ▶ 3:31 20 VC 006: Google Glass & Founding Teams
Prediction Not checkable as stated
Ahmed: Bitcoin and cryptocurrencies are the IP protocol for finance
“Cryptocurrencies and bitcoins is the future, as to when that transaction will be like an IP transaction. So I look at bitcoins and cryptocurrencies as the equivalent of IP IP protocol for the financial services transaction. So that's why I say it's very bright…”
Ifty Ahmed Jan 22, 2015 ▶ 20:34 20 VC 006: Google Glass & Founding Teams
Insight
Ahmed: Two Co-Founders Is Optimal; Three or Four Is Too Many
“The second reason, I think, is, I think two is always better than one. But I think at about three or four, it becomes a crowd.”
Ifty Ahmed Jan 22, 2015 ▶ 7:16 20 VC 006: Google Glass & Founding Teams
Insight
Ahmed: Biotech VC requires subject expertise, consumer internet does not
“If you want to get into biotech, I would say, hey, get some real, ah, subject matter expertise, because it is very important. Whereas in, in the consumer internet space, Because we are all consumers. It's less important.”
Ifty Ahmed Jan 22, 2015 ▶ 13:46 20 VC 006: Google Glass & Founding Teams
Prediction Held up
Ahmed: Google Glass is doomed
“Doomed.”
Ifty Ahmed Jan 22, 2015 ▶ 16:17 20 VC 006: Google Glass & Founding Teams
Insight
Ifty Ahmed: Early-stage VC relies on evaluating passion, not financial analysis
“The truth of venture capital is that it's really all about the people. Unlike growth stage investing or private equity investing where there is a business, there are financial analysis to be done, there are stuff to be looked at. When it comes to startups and …”
Ifty Ahmed Jan 22, 2015 ▶ 2:45 20 VC 006: Google Glass & Founding Teams
Insight
Ifty Ahmed: Venture capital is an apprenticeship business, not a science
“Obviously it's not a science, it's an art, and that's why I think venture capital as a business, as an industry, is an, is a, is an apprenticeship business, so you've got to acquire those skills and that talent over time.”
Ifty Ahmed Jan 22, 2015 ▶ 5:03 20 VC 006: Google Glass & Founding Teams
Insight
Ahmed: Founders should conduct as much due diligence on VCs as VCs do on them
“Entrepreneurs, before they take money from someone, should ask as many questions and do as, and should do as much diligence as the investors do on the entrepreneurs. It's a bi-directional relationship. It should never be unidirectional.”
Ifty Ahmed Jan 22, 2015 ▶ 8:09 20 VC 006: Google Glass & Founding Teams
Insight
Ifty Ahmed: Past Investment Failures Inevitably Bias VC Decision-Making
“We do get jaded, and we do get experienced and influenced by our failures. And if there's something in the past that I have done, I had invested in, did not work out, that's going to leave a bias on it. It doesn't, you know, no matter what I say, it does impac…”
Ifty Ahmed Jan 22, 2015 ▶ 10:17 20 VC 006: Google Glass & Founding Teams
Insight
Ahmed: Startup experience is the ultimate preparation for venture capital
“And if you are not able to get into a venture business, a venture capital firm, the next best thing is to either join a startup, or do a startup. You may fail but that doesn't matter. That would be the ultimate best preparation to get into this business.”
Ifty Ahmed Jan 22, 2015 ▶ 14:10 20 VC 006: Google Glass & Founding Teams
Opinion
Ahmed: Ian Ayres's Super Crunchers is Essential Reading for Entrepreneurs
“I think in today's world, that is, that book was written quite a few years ago, but it's probably one of the most relevant books I would encourage entrepreneurs to read. It's fascinating, quick read, fascinating stories, and great great message.”
Ifty Ahmed Jan 22, 2015 ▶ 12:11 20 VC 006: Google Glass & Founding Teams
Opinion
Ahmed: Blueprint to a Billion Provides Ideal Roadmap for Scaling Businesses
“I think the book Blueprint to a Billion gives a very good roadmap in terms of how to be thinking about it, how to be dealing with that scaling up challenge that most entrepreneurs hopefully face as they grow their businesses.”
Ifty Ahmed Jan 22, 2015 ▶ 12:48 20 VC 006: Google Glass & Founding Teams

Appearances (1)

EpisodeDateSpeaking time
20 VC 006: Google Glass & Founding Teams Jan 22, 2015 14m
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