Don Valentine, every mention
52 scenes · ← back to Don Valentine
tap a year for its mentions
every year anyone David Rosenthal 37Ben Gilbert 9Jason Calacanis 4Jensen Huang 2
Verbatim, from the transcripts: the passages where Don Valentine comes up
Rolex (Audio) · Acquired
- ▶ 21:21 Ben Gilbert Yeah, he's there a little bit, but it's almost as if, you know, Atari instead of being Atari is Bushnell and Valentine.
TSMC founder Morris Chang · Acquired
- ▶ 2:19:26 David Rosenthal Don Valentine.
TSMC · Acquired
- ▶ 18:41 David Rosenthal So like Don, Morris leaves Sylvania for greener pastures.
- ▶ 58:30 David Rosenthal He sounds like Don Valentine here.
- ▶ 2:14:36 David Rosenthal This is what Sequoia and Don Valentine hated.
Meta (Audio) · Acquired
- ▶ 1:36:16 David Rosenthal Legend has it, I don't know if this is apocryphal or not, is that after making the investment, Moritz told Don Valentine at Sequoia, never have we paid so much for so little.
Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
- ▶ 2:13:00 David Rosenthal Oh, Don Valentine famously had the rule, they didn't invest in any company that you couldn't bicycle to from Sand Hill Road.
Novo Nordisk (Ozempic) · Acquired
- ▶ 2:57:36 David Rosenthal It reminds me of our Sequoia Capital episodes a few years ago and Sequoia's kind of historical classic mantra and the Don Valentine ethos of target big markets, find a big market, target it, and then like stay focused on it for decades and…
NVIDIA CEO Jensen Huang · Acquired
- ▶ 1:05:35 David Rosenthal The great story behind it is that, uh, when Mike was taking over for Don Valentine with, with Doug, he was sitting and looking at Sequoia's returns and he was looking at fund three or four, I think it was four, maybe that had Cisco in it.
- ▶ 1:05:48 David Rosenthal You know, I can't, I can't, you know, Don's going to have us beat.
- ▶ 1:10:56 Ben Gilbert Favorite characteristic of Don Valentine.
- ▶ 1:11:25 Jensen Huang You know, he'll say, he'll say, good job, Don.
- ▶ 1:17:25 David Rosenthal And it sounded like the CEO of LSI Logic, uh, put a good word in for you, uh, with Don Valentine.
- ▶ 1:18:42 Jensen Huang He called up Don Valentine and told Don, you know, invest in this kid and, um, he's going to come your way.
Nike (Audio) · Acquired
- ▶ 59:24 Ben Gilbert And all of that is happening in Northern California into tech companies as we chronicled on the Sequoia episode with Don Valentine.
- ▶ 59:34 David Rosenthal Don is about to start Sequoia.
Porsche (with Doug DeMuro) · Acquired
- ▶ 1:56:47 David Rosenthal I feel like Vita King and Don Valentine of Sequoia Capital would be like brothers in arms here.
Lockheed Martin (Audio) · Acquired
- ▶ 1:14:37 David Rosenthal So, we talked about this a bunch actually on the first Sequoia Capital episode when we were telling Don Valentine's story.
- ▶ 1:14:45 David Rosenthal And at the time, when we were telling the story, we're like, oh, you know, Don, he was so legendary before he started Sequoia.
Qualcomm · Acquired
- ▶ 1:15:42 David Rosenthal And not just, you know, I'm reminded of the Don Valentine, like I knew the future.
- ▶ 1:48:06 Ben Gilbert Don Valentine's.
ACQ Sessions: Jason Calacanis · Acquired
- ▶ 1:54:20 Jason Calacanis Um, I met Don Valentine when they were like, you know, he was not active investing, but when I pitched Mahalo, he was in the room, he came up, I talked to him.
- ▶ 1:54:40 Jason Calacanis Well, I mean, you gotta have Don Valentine.
- ▶ 1:55:23 Jason Calacanis But then you have Doug, Leone, uh, Mike Moritz, and Valentine.
- ▶ 2:04:23 Ben Gilbert Because it would be anticlimactic if the only person, because we will induct Don first, and if the only person that we inducted that year wasn't a living person who could attend.
- ▶ 2:07:36 Jason Calacanis I mean, look at, I mean, the stories about Don Valentine and Atari and other places where he was at Cisco.
Benchmark Part I · Acquired
- ▶ 9:38 David Rosenthal And from that sort of just like Don Valentine, when he got into the business and Don in his very Don way said he had an advantage.
- ▶ 14:36 David Rosenthal There was, of course, Sequoia, and Don had done Cisco.
- ▶ 2:00:50 David Rosenthal Don Valentine was the CEO, and then Mike Moritz was CEO, and Leonie was COO.
- ▶ 2:41:43 David Rosenthal You know, Don Valentine knew the future because he had been a national semiconductor and, you know, worked with the Trader Estate and all that, and like, he knew what was going to happen.
The Playbook: Lessons from 200+ Company Stories · Acquired
- ▶ 14:38 Ben Gilbert Around the time that Mike Moritz and Doug Leone took over running Sequoia Capital from Don Valentine, Mike looked back on the performance of the past couple of Sequoia funds,
- ▶ 17:31 David Rosenthal Now, to be fair to Sequoia, they're playing on the stage where they could make a mistake that was the single biggest in history, so they're doing something right, but, ah, so the story goes, one day in the late 19 seventies, I think it was…
- ▶ 18:08 David Rosenthal And, uh, Don talks about this in the way that only, only Don can.
- ▶ 18:24 David Rosenthal Ah, Don invested a 150,000 in Apple computer in 1977.
American Dynamism (with Katherine Boyle) · Acquired
- ▶ 15:01 David Rosenthal You know, Don Valentine was selling to the Department of Defense back in the day, right?
- ▶ 36:47 David Rosenthal I think Don Valentine said Mike Moritz and Steve Jobs were the two best question askers I ever met.
Nvidia: The Machine Learning Company (2006-2022) · Acquired
- ▶ 18:57 David Rosenthal I mean, Don Valentine at this point would be sitting there listening to Jensen and being like, show me the market.
- ▶ 34:39 David Rosenthal If you can pull it off at the time, you could be Don Valentine or whoever looking around and maybe Don was still looking around cause they probably still held the stock being like, where's the market that's going to enable the scale you…
Nvidia: The GPU Company (1993-2006) · Acquired
- ▶ 14:52 David Rosenthal Did you go back and watch the Don Valentine, uh, view from the top?
- ▶ 15:01 Ben Gilbert Is that the one where he holds up, uh, Alfred's resume?
- ▶ 15:04 David Rosenthal Yeah, where he holds up Alfred Linton's resume.
- ▶ 15:16 David Rosenthal And as Don says,
- ▶ 16:58 David Rosenthal His office me at AMD leaves and goes to join a startup called LSI logic, which had just gotten public and we've talked about it on the show made Don Valentine and Sequoia the then largest venture return in an IPO in history, maybe the…
- ▶ 27:35 Ben Gilbert So is that how Don, cause Don Valentine obviously was the biggest investor in, or Sequoia was, in LSI Logic, and he, did he know him from Fairchild?
- ▶ 28:32 David Rosenthal I'm gonna call up Don.
- ▶ 28:35 David Rosenthal I'm gonna call up Don.
- ▶ 28:37 David Rosenthal He calls up Don and he's like, Don, I got a kid.
- ▶ 29:11 David Rosenthal It's literally impossible because he goes to see Don, you know, Don, you know, Don sits down and he's like,
- ▶ 29:38 Ben Gilbert So he comes into this meeting and just kind of like barfs all over Don.
- ▶ 29:48 David Rosenthal Don stops him and says, well, that wasn't very good.
- ▶ 30:10 David Rosenthal Classic, classic Don line.
- ▶ 1:41:51 David Rosenthal I wonder what, like, if they're really honest with themselves, like what Sequoia and Don Valentine would think about that.