The Ledger
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Stebbings: 20VC Lost Hundreds of Millions Passing on Deel Over Ownership Targets
“I look at ours, and our biggest mistake, and I can look at Deal, 11 Labs, I can look at Granola, and Starcloud, Fractile, could have done them all, but would have had one to two percent, and all of them we turned down purely for ownership, and that is hundreds…”
Stebbings: Passed on Granola, predicting no one would fund them
“Granada, Granada, I was the first VC they met, and I turned them down. I sent my partner a note saying someone should set up a JustGiving page for them, because no one will give them money.”
Mignano: Accumulated context is the primary moat for AI application startups
“What I've also learned about AI products and Granola is that context is extremely valuable, right? If Granola gets inside of your organization and everyone in the organization starts using it and producing and accumulating all of this amazingly rich and valuab…”