Jan 2, 2019 · 37m · a16z

a16z Podcast | Demystifying Venture Capital

Anne Winblad · 10m spoken Theresa Gao · 8m spoken Aileen Lee · 6m spoken Margit Wennmachers · 4m spoken Lisa Lambert · 2m spoken Michael Copeland · 36s spoken Karen Vasudavan · 26s spoken
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In this episode of the a16z Podcast, host Michael Copeland and moderator Margit Wennmachers lead a panel of prominent female venture capitalists in a discussion on career trajectories, venture capital operations, startup fundraising, and diversity in the tech industry.

How this conversation actually went

Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. How this is scored →

The host as informed peer 2.8 Guest teaching 1.8 Guest disagreement 0.2 The host pushing back 0.6
05100:0010:0020:0030:000:42–12:30 · The host as informed peer 1/10 Panelists Share Career Paths into Venture Capital Host Margit Wennmachers prompts each panelist to share their background into venture capital and offers light banter. The panelists provide descriptive monologues about their paths in engineering, business school, and entrepreneurship without any friction or technical debates.12:30–16:25 · The host as informed peer 4/10 Demystifying the Daily Life and Deal Flow of a VC When guests summarize the daily workload of a VC, host Margit interjects to highlight an essential missing component: winning competitive deals. The panelists readily validate her point and build on it.16:25–22:57 · The host as informed peer 1/10 Audience Q&A: Advice for Entrepreneurs Approaching VCs An audience member asks how entrepreneurs should select and approach VCs. Panelists educate the audience on cold outreach realities, board dynamics, and the critical importance of traction.22:57–29:22 · The host as informed peer 3/10 Discussion on Gender Diversity and Supporting Female Founders Margit asks about female founders and starting women-led funds. Panelists provide industry statistics on computer science graduates and executive pipeline shortages, while Margit adds an anecdote about Diane Greene.29:22–35:26 · The host as informed peer 5/10 Transitioning from Large Venture Firms to Launching New Funds Guest Anne Winblad playfully flips the interview roles on host Margit, asking her to explain her own move from leading Outcast Agency to joining Andreessen Horowitz. Margit steps up to detail her strategic thinking and executive experience.0:42–12:30 · Guest teaching 1/10 Panelists Share Career Paths into Venture Capital Host Margit Wennmachers prompts each panelist to share their background into venture capital and offers light banter. The panelists provide descriptive monologues about their paths in engineering, business school, and entrepreneurship without any friction or technical debates.12:30–16:25 · Guest teaching 2/10 Demystifying the Daily Life and Deal Flow of a VC When guests summarize the daily workload of a VC, host Margit interjects to highlight an essential missing component: winning competitive deals. The panelists readily validate her point and build on it.16:25–22:57 · Guest teaching 3/10 Audience Q&A: Advice for Entrepreneurs Approaching VCs An audience member asks how entrepreneurs should select and approach VCs. Panelists educate the audience on cold outreach realities, board dynamics, and the critical importance of traction.22:57–29:22 · Guest teaching 2/10 Discussion on Gender Diversity and Supporting Female Founders Margit asks about female founders and starting women-led funds. Panelists provide industry statistics on computer science graduates and executive pipeline shortages, while Margit adds an anecdote about Diane Greene.29:22–35:26 · Guest teaching 1/10 Transitioning from Large Venture Firms to Launching New Funds Guest Anne Winblad playfully flips the interview roles on host Margit, asking her to explain her own move from leading Outcast Agency to joining Andreessen Horowitz. Margit steps up to detail her strategic thinking and executive experience.0:42–12:30 · Guest disagreement 0/10 Panelists Share Career Paths into Venture Capital Host Margit Wennmachers prompts each panelist to share their background into venture capital and offers light banter. The panelists provide descriptive monologues about their paths in engineering, business school, and entrepreneurship without any friction or technical debates.12:30–16:25 · Guest disagreement 0/10 Demystifying the Daily Life and Deal Flow of a VC When guests summarize the daily workload of a VC, host Margit interjects to highlight an essential missing component: winning competitive deals. The panelists readily validate her point and build on it.16:25–22:57 · Guest disagreement 0/10 Audience Q&A: Advice for Entrepreneurs Approaching VCs An audience member asks how entrepreneurs should select and approach VCs. Panelists educate the audience on cold outreach realities, board dynamics, and the critical importance of traction.22:57–29:22 · Guest disagreement 0/10 Discussion on Gender Diversity and Supporting Female Founders Margit asks about female founders and starting women-led funds. Panelists provide industry statistics on computer science graduates and executive pipeline shortages, while Margit adds an anecdote about Diane Greene.29:22–35:26 · Guest disagreement 1/10 Transitioning from Large Venture Firms to Launching New Funds Guest Anne Winblad playfully flips the interview roles on host Margit, asking her to explain her own move from leading Outcast Agency to joining Andreessen Horowitz. Margit steps up to detail her strategic thinking and executive experience.0:42–12:30 · The host pushing back 0/10 Panelists Share Career Paths into Venture Capital Host Margit Wennmachers prompts each panelist to share their background into venture capital and offers light banter. The panelists provide descriptive monologues about their paths in engineering, business school, and entrepreneurship without any friction or technical debates.12:30–16:25 · The host pushing back 3/10 Demystifying the Daily Life and Deal Flow of a VC When guests summarize the daily workload of a VC, host Margit interjects to highlight an essential missing component: winning competitive deals. The panelists readily validate her point and build on it.16:25–22:57 · The host pushing back 0/10 Audience Q&A: Advice for Entrepreneurs Approaching VCs An audience member asks how entrepreneurs should select and approach VCs. Panelists educate the audience on cold outreach realities, board dynamics, and the critical importance of traction.22:57–29:22 · The host pushing back 0/10 Discussion on Gender Diversity and Supporting Female Founders Margit asks about female founders and starting women-led funds. Panelists provide industry statistics on computer science graduates and executive pipeline shortages, while Margit adds an anecdote about Diane Greene.29:22–35:26 · The host pushing back 0/10 Transitioning from Large Venture Firms to Launching New Funds Guest Anne Winblad playfully flips the interview roles on host Margit, asking her to explain her own move from leading Outcast Agency to joining Andreessen Horowitz. Margit steps up to detail her strategic thinking and executive experience.

speaking balance: gold is the host, purple is the guest (3 minute bins)

0:00 · the host 0% · guest 100%0:00 · the host 0% · guest 100%3:00 · the host 0% · guest 100%3:00 · the host 0% · guest 100%6:00 · the host 0% · guest 100%6:00 · the host 0% · guest 100%9:00 · the host 0% · guest 100%9:00 · the host 0% · guest 100%12:00 · the host 0% · guest 100%12:00 · the host 0% · guest 100%15:00 · the host 0% · guest 100%15:00 · the host 0% · guest 100%18:00 · the host 0% · guest 100%18:00 · the host 0% · guest 100%21:00 · the host 0% · guest 100%21:00 · the host 0% · guest 100%24:00 · the host 0% · guest 100%24:00 · the host 0% · guest 100%27:00 · the host 0% · guest 100%27:00 · the host 0% · guest 100%30:00 · the host 0% · guest 100%30:00 · the host 0% · guest 100%33:00 · the host 0% · guest 100%33:00 · the host 0% · guest 100%36:00 · the host 0% · guest 100%36:00 · the host 0% · guest 100%
Sharpest disagreement ▶ 31:43 Anne Winblad commandeers the moderating role

In a panel of warm agreement, Anne playfully interrupts the standard flow to turn the interview back on host Margit Wennmachers, declaring herself moderator.

Hardest push from the host ▶ 14:57 Margit corrects Aileen's description of VC responsibilities

Host Margit interjects into Aileen's overview of VC daily life to press that 'winning competitive deals' was omitted, steering the conversation.

Biggest teaching moment ▶ 19:29 Aileen Lee reframes cold pitch expectations

Aileen plainly educates the audience on VC deal sourcing realities, clarifying that over-the-transom cold pitches almost never get funded unless backed by strong bootstrap revenue traction.

The host holds their own ▶ 32:09 Margit articulates her leadership trajectory and agency mastery

When challenged by Anne Winblad to explain her career shift, Margit demonstrates deep domain authority detailing how she founded Outcast Agency and evaluated joining a top-5 firm.

the scores for every segment, with the reasoning behind each
ChapterTopicThe host as informed peerGuest teachingGuest disagreementThe host pushing backWhy
Panelists Share Career Paths into Venture Capital 1100 Host Margit Wennmachers prompts each panelist to share their background into venture capital and offers light banter. The panelists provide descriptive monologues about their paths in engineering, business school, and entrepreneurship without any friction or technical debates.
Demystifying the Daily Life and Deal Flow of a VC 4203 When guests summarize the daily workload of a VC, host Margit interjects to highlight an essential missing component: winning competitive deals. The panelists readily validate her point and build on it.
Audience Q&A: Advice for Entrepreneurs Approaching VCs 1300 An audience member asks how entrepreneurs should select and approach VCs. Panelists educate the audience on cold outreach realities, board dynamics, and the critical importance of traction.
Discussion on Gender Diversity and Supporting Female Founders 3200 Margit asks about female founders and starting women-led funds. Panelists provide industry statistics on computer science graduates and executive pipeline shortages, while Margit adds an anecdote about Diane Greene.
Transitioning from Large Venture Firms to Launching New Funds 5110 Guest Anne Winblad playfully flips the interview roles on host Margit, asking her to explain her own move from leading Outcast Agency to joining Andreessen Horowitz. Margit steps up to detail her strategic thinking and executive experience.

Statements from this episode (11)

Insight
Winblad: VCs spend 30% of their time on founder psychodrama
“Another 30% of our time is what I'll call general psychodrama.”
Anne Winblad Jan 2, 2019 ▶ 2:29
Insight
Winblad: Startup board's core duty is hiring and firing the CEO
“One of the big jobs of the board is to hire and fire the CEO, and I'm sure all of us have had to fire CEOs or have helped them exit gracefully from the building quickly you know, sometime in our career.”
Anne Winblad Jan 2, 2019 ▶ 2:56
Assertion Not checkable as stated
Gouw: VCs split time equally between portfolio and new deals
“If you look in a long, long term, I think it's maybe half of your time on existing company board work, and maybe half of your time looking at new companies.”
Theresa Gao Jan 2, 2019 ▶ 13:45
Insight
Winblad: Unique deal flow separates top venture firms from others
“Everybody has to cultivate their own unique deal flow. That's sort of part of it, so that you're not out there chasing deals. And that really is what, ah, separates the top venture firms from the other venture firms. Because if you have to chase deals and try …”
Anne Winblad Jan 2, 2019 ▶ 15:11
Assertion Not checkable as stated
Winblad: Some top Hummer Winblad deals came from cold pitches
“Well, it turns out that some of our best deals ever were, you know, something caught my eye or someone else's eye.”
Anne Winblad Jan 2, 2019 ▶ 19:01
Assertion Supported
Winblad: Female computer science graduates dropped from 20% to 13%
“It's going down for women. It was like, you know, 20%, and now it's like 13%.”
Anne Winblad Jan 2, 2019 ▶ 25:19
Assertion Not checkable as stated
Aileen Lee: Female consumer tech founders have grown significantly since 1999
“So, I do think there are a lot more female founder CEOs than there were when I started in 99, especially in the consumer side.”
Aileen Lee Jan 2, 2019 ▶ 27:20
Insight
Winblad: VCs evaluate founders by the quality of their past workplaces
“Aileen said one other really key thing is that when we, you know, are auditioning these companies we, and we get attracted to one. We look at the founding team and see what movies have they seen before. Have they only been working at horror shows?”
Anne Winblad Jan 2, 2019 ▶ 28:41
Prediction Not checkable as stated
Lee: Cowboy Ventures May Never Grow Beyond 3 to 4 People
“It may never be more than three or four people but I think it will always be, like, very hands-on and personal and also very collaborative.”
Aileen Lee Jan 2, 2019 ▶ 34:46
Insight
Lee: Series A and B VCs rarely co-invest due to ownership targets
“Like, what I think, one of the things that Theresa and I are super excited about is, like, we've been friends basically since I started, and we've never been able to co-invest, because when you're a Series A or Series B investor, You want to, from our firms, y…”
Aileen Lee Jan 2, 2019 ▶ 34:53
Insight
Winblad: Success in male-dominated fields requires being comfortable with yourself
“So I think you've really just, the way you kick ass is just be comfortable with your own ass.”
Anne Winblad Jan 2, 2019 ▶ 36:44
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