Technology Venture Investors

also referred to as: tvi

7 statements across 3 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Sep 28, 2022 by David Rosenthal · said 38 times in 4 episodes since 2022 · across every show →

Mentions by year

brought up most by David Rosenthal (19), Ben Gilbert (18)

tap a year for its mentions
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012202220232024episodes it came up in
007.51152202220232024episodesmentions per episode
2024 8 mentions in 2 episodes 4 per episode
2022 30 mentions in 2 episodes 15 per episode

every mention, scene by scene, with the transcript →

Everything said about Technology Venture Investors, oldest first

Sep 28, 2022 positive
Assertion Supported
TVI was the only venture capital investor in Microsoft before its IPO
“But TVI, technology venture investors, they had the unique honor and what made them single-handedly really part of the then top tier of venture capital firms is they were the only venture capital investor in Microsoft.”
David Rosenthal Sep 28, 2022 ▶ 17:28 Benchmark Part I · Acquired
Sep 28, 2022
Insight
Venture capital is an intensely personal relationship business that cannot scale well
“The venture business is an intensely personal relationship business, and it's not an industry that scales well.”
Ben Gilbert Sep 28, 2022 ▶ 29:36 Benchmark Part I · Acquired
Sep 28, 2022
Assertion Supported
TVI invested $1 million for a 5% pre-IPO stake in Microsoft
“One million dollars to own five percent of the company. I don't believe they raised another dollar until the IPO.”
Ben Gilbert Sep 28, 2022 ▶ 17:48 Benchmark Part I · Acquired
Apr 22, 2024 bullish
Assertion Not checkable as stated
TVI's Microsoft deal produced one of VC history's best returns
“And that resulted in, depending how long TVI held, one of, if not the best venture capital return in history.”
Ben Gilbert Apr 22, 2024 ▶ 2:13:22 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Apr 22, 2024 neutral
Assertion Supported
Technology Venture Investors provided Microsoft's only external equity dilution
“Spoiler alert, this is the only dilution that they would ever take.”
Ben Gilbert Apr 22, 2024 ▶ 2:05:04 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Apr 22, 2024 neutral
Assertion Contradicted
VC Dave Marquardt first met Bill Gates at the Homebrew Computer Club
“So Dave had watched Bill present many years earlier at none other than the Homebrew Computer Club At Stanford. Yes! The very place that is part of the Apple lore with Jobs and Woz showing off the early Apple computer. Apparently, Bill also went and made a pres…”
Ben Gilbert Apr 22, 2024 ▶ 4:08:07 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Jul 22, 2024
Assertion Supported
Rosenthal: TVI provided Microsoft's only outside capital before its IPO
“The only outside capital into the company before IPO from TVI, and then Dave went on to co-found August Capital, where he's a partner emeritus these days.”
David Rosenthal Jul 22, 2024 ▶ 4:49:35 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
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