Jeff Sloan

Advisor, Oak HC/FT · 1 appearance on the record.

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Sloan spent a decade as CEO of Global Payments from 2013 to 2023, scaling the company through major acquisitions including TSYS and EVO Payments. Prior to corporate leadership, he was a partner and worldwide head of the Financial Technology Group at Goldman Sachs.

9statements → 4claims → 2claims resolved → 3.67/5average certainty → 1.56/5average debate potential → 1said about them ↓

1 supported 0 partly supported 1 contradicted 1 not yet assessed 1 not checkable as stated how the 4 claims stand · each chip opens the sources

4 assertions · 1 opinion · 2 insights · 1 disclosure · 1 what if · every statement was checked. The predictions and assertions are the 4 claims: statements the public record can support or contradict. 2 are resolved, 1 is not yet assessed, 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 Jeff argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
The annual global B2B market is $125 trillion, quadrupling consumer markets
“The size of the market, I think MasterCard's paid it at 125 trillion dollars annually, which is four times the size of the consumer driven B to B to C market where global payments historically had competed.”
Jeff Sloan Apr 30, 2024 ▶ 25:18 Jeff Sloan (Global Payments): Placing Multiple Bets on ‘Mosaic of Solutions’

Their most notable contradicted claim

Assertion Contradicted
Global Payments processed approximately $3 trillion in transaction volume in 2023
“So I think the company last year did something like transactions and probably process something like three trillion dollars plus or minus, you know, a volume.”
Jeff Sloan Apr 30, 2024 ▶ 23:34 Jeff Sloan (Global Payments): Placing Multiple Bets on ‘Mosaic of Solutions’

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
0% certainty 3
100% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: speaking style how? →

269 words/min while actually speaking · 36.8 um and uh per 1k words

No argument clarity score for Jeff Sloan: no usable question→answer exchanges on raw tape (a fair score needs 8+). We do not score a sample that small. Roundtable and news formats yield far fewer direct exchanges than interviews.

Measured by listening to the audio itself: 4,944 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 →

Everything Jeff Sloan said on the a16z Podcast that made the record, most notable first. Filter by type, assessment or year in the ledger →

Disclosure
Global Payments generated $3 billion in annual software sales by 2023
“By the time I left and retired last summer in 20, 23, we were actually a top quartile software company by revenue in terms of cloud SaaS if we have been listed just, you know, in the public markets in the U S for cloud SaaS software at global payments. So clea…”
Jeff Sloan Apr 30, 2024 ▶ 8:46 Jeff Sloan (Global Payments): Placing Multiple Bets on ‘Mosaic of Solutions’
Insight
Enterprise technology bets require 18 to 24 months to evaluate success
“I'm like in tech land, it's going to take 1824 months for you to figure out what was that the right, you know, kind of bet is this, you know, how does this go?”
Jeff Sloan Apr 30, 2024 ▶ 12:53 Jeff Sloan (Global Payments): Placing Multiple Bets on ‘Mosaic of Solutions’
Insight
Companies must place diversified distribution bets and quickly scale the winners
“It was all part of the thesis of, hey, it's a mosaic of solutions. I don't really know What is going to be predominant, not just today, but five years from today. So it's important to have a lot of different bets in a lot of different areas, and if those are s…”
Jeff Sloan Apr 30, 2024 ▶ 16:00 Jeff Sloan (Global Payments): Placing Multiple Bets on ‘Mosaic of Solutions’
Opinion
Today's B2B technology opportunity matches the 1990s e-commerce boom
“My perspective is that investing in B to B technology today has the same growth opportunities, if not more so than investing in e-commerce did, you know, kind of at the end of the last century is kind of my view.”
Jeff Sloan Apr 30, 2024 ▶ 25:06 Jeff Sloan (Global Payments): Placing Multiple Bets on ‘Mosaic of Solutions’
What-if
Global Payments regrets cutting UK technology investments following the Brexit vote
“And I think our business would have been better positioned, you know, have we not cut those technology investments.”
Jeff Sloan Apr 30, 2024 ▶ 30:43 Jeff Sloan (Global Payments): Placing Multiple Bets on ‘Mosaic of Solutions’
Assertion Not checkable as stated
Global Payments' remote delivery and telehealth tools generate billions post-COVID
“Those two things, the remote delivery and the Teladoc are key parts of our business today and are generating, you know, billions of dollars of volume years, you know, years post COVID.”
Jeff Sloan Apr 30, 2024 ▶ 19:08 Jeff Sloan (Global Payments): Placing Multiple Bets on ‘Mosaic of Solutions’
Assertion Not publicly verifiable
Global Payments grew its annual technology spending to over $2 billion
“So when I got to global payments, maybe we spent a couple, three hundred million a year, OpEx and CapEx in tech. When I left last year in 20, 23, you know, that number was north of two billion.”
Jeff Sloan Apr 30, 2024 ▶ 22:53 Jeff Sloan (Global Payments): Placing Multiple Bets on ‘Mosaic of Solutions’
Assertion Contradicted
Global Payments processed approximately $3 trillion in transaction volume in 2023
“So I think the company last year did something like transactions and probably process something like three trillion dollars plus or minus, you know, a volume.”
Jeff Sloan Apr 30, 2024 ▶ 23:34 Jeff Sloan (Global Payments): Placing Multiple Bets on ‘Mosaic of Solutions’
Assertion Supported
The annual global B2B market is $125 trillion, quadrupling consumer markets
“The size of the market, I think MasterCard's paid it at 125 trillion dollars annually, which is four times the size of the consumer driven B to B to C market where global payments historically had competed.”
Jeff Sloan Apr 30, 2024 ▶ 25:18 Jeff Sloan (Global Payments): Placing Multiple Bets on ‘Mosaic of Solutions’

The other half of the tape: Jeff Sloan's own voice is left out of every number here. 1 statement on the record names them. every mention, with the transcript →

Statements about Jeff Sloan, by other people (1)

Assertion Partly supported
Global Payments revenue grew from $2B to $9B under Jeff Sloan
“And grew revenues from two to nine billion dollars as CEO from 20 13 to 20 21.”
Angela Strange Apr 30, 2024 ▶ 0:45 Jeff Sloan (Global Payments): Placing Multiple Bets on ‘Mosaic of Solutions’

Appearances (1)

EpisodeDateSpeaking time
Jeff Sloan (Global Payments): Placing Multiple Bets on ‘Mosaic of Solutions’ Apr 30, 2024 21m
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