The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 16 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Gumroad reached $10M revenue years after Kleiner Perkins wrote it off
“Gumroad, it took me seven, eight, nine years to get to a place where Gumroad kind of is considered, like, you know, we're at ten million in revenue doubling every year, but that's because of a macroeconomic shift, namely COVID, that just happened out of the bl…”
Stebbings: Etched Raised $700M at a $21B Valuation
“Speaking of high IP businesses, literally, like, three weeks ago, Etched raised at ten billion. Today, they've announced they've raised seven hundred million at twenty-one billion from Jane Street, Kleiner, Sequoia, Andreessen.”
Hamid: AI SaaS startups command $300 to $500 monthly per seat
“What we're seeing right now is that you have seat-based pricing that was like, 30 dollars a month, 40 dollars a month, and now you're getting 300 dollars a month, 400 dollars a month, even 500 dollars a month for the software.”
Patterson: Kleiner Perkins invested in Accel's $40M telecom fund in the 1980s
“Jim had made a really strategic move in about 83, 85, where we raised that XL-II was actually a focused telecom fund of a smaller size, but I think it was about forty million, and I think KP even invested in it.”
Hamid: Series A valuations jumped from $10M to $30M in ten years
“Valuations at the Series A are banded, and I remember doing investments 10 years ago when a Series A was 10 pre, and now a Series A is 30 pre, and you just have to write bigger checks now to get to the same level of ownership, and that has a, has had a true im…”
Hamid: Kleiner Perkins' $600M fund will strictly focus on Series A
“We want to focus on early stage, which is really truly series A and be the first partner to a great founder and then help them on that journey, which is typically a multi-year, if not a decade plus long journey.”
Midha: Kleiner Perkins' highest IRR investment was Juniper Networks, not Google
“When I was actually studying Kleiner Perkins' returns history, when I was at the firm in the year, the nineties and the 2000, I think one of the highest IR investments that Kleiner ended up ever making was not Google. It was not Amazon. It was Juniper networks…”
O'Driscoll: Kleiner and Sequoia paid nearly $100M post-money for pre-revenue Google
“The single most successful venture investment in the last probably 20 years was done in 1999, and it was done at an absurd valuation. That's Google. Kleiner and Sequoia paid almost a hundred posts for a pre-revenue company There was doing a search engine in 19…”
Stebbings: Chai Discovery raised $400M at $3.8B valuation
“Four hundred million at a 3.8 billion dollar valuation led by Index, Kleiner, Sequoia, Dimension.”
Bloom Energy's 2001 Kleiner Perkins Pitch Proposed Off-Grid Data Centers
“So if you look at my 2001 PowerPoint presentation, which was the pitch to Kleiner Perkins, who was my first investor, John Doerr, the summary page puts out a data center, it puts out a bloom box, powering the data center, the waste heat providing the cooling f…”
Hamid: Kleiner Perkins' fund focuses primarily on enterprise and consumer
“Sector-wise, broadly speaking, our focus areas are Enterprise, consumer, fintech, and hard tech, and there's split across those sectors, enterprise being the biggest one, consumer being the second biggest”
John Doerr Answered Flipboard Support Emails During Launch Crash
“I remember at Flipboard, for example, when the service first launched, The load was so tremendous that it actually took down the back end for a few weeks, and our board member John Doerr came by and actually answered customer support emails all night. He even …”
Everett Randle joins Benchmark as GP from Founders Fund
“Topic number one, Everett Randall joins Benchmark. Benchmark don't add partners very often. It's a big news announcement that he's joining. Joins Benchmark as their latest GP. He was with Kleiner and he was with Founders Fund before.”
UiPath has raised over $977M in venture funding
“To date, UiPath has raised over nine hundred and seventy seven million dollars in funding from some of the very best in the world, including Sequoia, Excel, Meritech, IVP, Capital G, Kleiner, CoTo, and more.”
Hamid: Kleiner Perkins invested $10M for 10% in Google's Series A
“I think the Kleiner check was Ten million dollars for like 10% in the Google series A.”
Matt Mochary's coaching client list includes partners at Benchmark, Sequoia, and Kleiner
“On the VC side, Matt has worked with the likes of Peter Fenton at Benchmark, Several Sequoia partners, Hemond at GC, and Mamoon at Kleiner, to name a few. As for founders, Matt's worked with the founders of Brex, Coinbase, Plaid, Reddit, Flexport, and many mor…”