Investment

“So if the growth rate of the population is slowing, you should expect to have less investment. That should push down interest rates.”

“Our incredibly fragile infrastructure here in the US that is going to require trillions and trillions of dollars of investment if we want to achieve our technological objectives, our re-shoring, re-industrialization objectives, And our national security and mi…”

“The best investments are one where you don't need to join the board and do anything.”

“When I make investments, I try to assess as best as I can. Is there a platform opportunity? Can that company grow? And again, have this journey, single product, multi-product platform. If that happens, those are the winning companies out there.”

“If you make any investments that keep you up at night, that cause you to be distracted from your family, those are bad investments, even if they're returning record-setting compounded annual growth rates.”

“The CHIPS Act that, you know, I've often highlighted was dollar for dollar an extremely effective way to start boosting investment.”

“I wouldn't want the government influencing where that investment happens, but I want the government taking a significant share of the returns of that investment.”

“Buying a primary residence is, is sometimes, but often not, a great investment.”

“So my answer for an investment, I narrowly define it as something that can provide a financial return.”

“I think this is why the memo writing culture at a lot of firms gets you in trouble because you put a lot of information You basically are, it encourages putting a lot of information that is like third and fourth order stuff Into document as if that is impactin…”

“For the years to come the investment are going to exceed the revenue by design, because you do need to scale and you do need to stay relevant on the as the frontiers company.”

“The important thing is that the categories not drive your investments. You should do the good thing and then figure out the category after the fact, not the reverse.”

“Taken to the extreme, in an inhabitable world, the value of your investments are zero.”

“But in fact, the way most fortunes are lost is not through excessive expenditure, but through bad investments.”

“If you're, if you truly want a lifestyle bootstrap, go do that, but know that your co-founder should be on the same page and don't take investment. If you're going to do that, just don't take it. There is no, the numbers don't work.”

“Every time you make an investment, you are kind of thinking, here are the three things that need to go right in order for this thing to work.”

“Over the next five or 10 year period, you will at a practical level see less investment.”

“As soon as you make an investment, you need to do premortem, and you need to say, what are the ways that this investment can go wrong?”

“Like it often happens in the startup business you know, almost all of your returns are driven by, you know, the top 10% of your investments.”

“Really good investments are often contrarian or unfashionable, or somehow are deeply unappealing to everybody else, right? Those are the really good ones, is that you see something that other folks don't, and that, that, the fact that it's deeply unappealing i…”

“We have seen a move away from payments and lending as being the key fintech themes. And we now move increasingly towards investment related stuff”

“Being a CEO, the things that make you a very good leader have nothing to do with the things that make you very good at finding and choosing investments.”

“90% of the value added of a venture capitalist is finding and choosing the right investments.”