why aren't all 11 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
Assertion Supported
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.”
Assertion Supported
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.”
Assertion Supported
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.”
Assertion Supported
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…”
Prediction Held up
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.”
Assertion Supported
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.”
Assertion Supported
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…”
Assertion Supported
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”
Assertion Supported
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.”
Assertion Supported
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.”
Assertion Supported
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…”