Kyle Lui

General Partner, Bling Capital · 1 appearance on the record.

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

investorfounderexecutive@kylelui ↗LinkedIn ↗kylelui.com ↗

Kyle Lui is an early-stage venture capitalist who previously served as a Partner at DCM Ventures. Prior to venture capital, he co-founded ChoicePass, which was acquired by Salesforce, where he later served as Director of Product Management.

7statements → 1claims → 0claims resolved → 4/5average certainty → 1.86/5average debate potential → 4.2/5argument clarity · the sources →

1 not checkable as stated how the 1 claim stands · each chip opens the sources

1 prediction · 2 insights · 4 disclosures · every statement was checked. The prediction and assertions are the 1 claim: statements the public record can support or contradict. 0 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 Kyle argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

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

4.2 / 5 directness 4.2 · coherence 4.6 · precision 3.9 · compression 3.8

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? →

229 words/min while actually speaking · 46.3 um and uh per 1k words

Measured by listening to the audio itself: 2,442 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 70%

host pushback: the hardest questions Harry asked, tap to play ▶ 6:35“Did you think that you'd reach the capacity you could, and, and Salesforce were the only ones who could propel you to that next level?” ▶ 16:52“Are you concerned about the prospect of possible increasing regulation, and where do you see the future of integrating tech with marijuana?” ▶ 16:05“Team over product?”

when Kyle pushed back ▶ 6:43“Well, no, not necessarily, but what they were offering was pretty appealing.”

What they said7 Episodes1

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

Disclosure

DCM invested in Eaze following a multi-decade shift in cannabis regulation

“We as a DCM, as a fund, really saw that, ah, regulations were shifting in a way that we hadn't seen in the last couple of decades, and so this led to a real market opportunity for innovators, and I think Ease is certainly one of them.”

Kyle Lui Feb 23, 2015 ▶ 17:57 20 VC 014: Acquired by Salesforce turned VC with Kyle Lui

Prediction Not checkable as stated

AnyPerk is well positioned to own the employee perks market

“And I think that they've done a really good job of executing, of delighting their customers, and I think they're well positioned to really own this market.”

Kyle Lui Feb 23, 2015 ▶ 11:04 20 VC 014: Acquired by Salesforce turned VC with Kyle Lui

Disclosure

DCM sometimes meets founders a dozen times before investing

“Sometimes we meet entrepreneurs you know, maybe a dozen times, you know, to talk about everything from strategy, go to market, product, vision, hiring, before we make an investment.”

Kyle Lui Feb 23, 2015 ▶ 12:15 20 VC 014: Acquired by Salesforce turned VC with Kyle Lui

Insight

Venture capital is a commodity requiring sector expertise to win

“Capital is a commodity. There's so many different sources of capital now that you need to really provide things that are different, and I think that having that difference you know, having that industry knowledge is, is, is quite important.”

Kyle Lui Feb 23, 2015 ▶ 14:47 20 VC 014: Acquired by Salesforce turned VC with Kyle Lui

Insight

Venture capitalists must actively assume regulatory risk in emerging markets

“VCs generally have to take, ah, a bit of regulation risk, right? You either make a call that regulation is going in, in the direction that's favorable towards, towards you know, the potential investments you're looking at, or they're not.”

Kyle Lui Feb 23, 2015 ▶ 17:04 20 VC 014: Acquired by Salesforce turned VC with Kyle Lui

Disclosure

Lui focused on mobile on-demand, drones, AI, and enterprise in 2015

“Me, personally, I've been looking, ah, a ton into Mobile-enabled services, so sort of the on-demand space. I've also been actively looking at drones and the drone space and AI, which is quickly emerging and as you, and also obviously enterprise software, given…”

Kyle Lui Feb 23, 2015 ▶ 14:17 20 VC 014: Acquired by Salesforce turned VC with Kyle Lui

Disclosure

Salesforce was Choice Pass's top acquisition target from day one

“Everybody was really excited about like Salesforce as a company, and when we started, we sort of looked at, you know, companies that we admire, companies that we'd like to partner with, potentially get investments from, or potentially be acquired by, and Sales…”

Kyle Lui Feb 23, 2015 ▶ 5:19 20 VC 014: Acquired by Salesforce turned VC with Kyle Lui

Appearances (1)

Episode	Date	Speaking time
20 VC 014: Acquired by Salesforce turned VC with Kyle Lui	Feb 23, 2015	13m

Kyle Lui

The record, in short

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

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.