KOTU
fund on 4 shows · 5 statements across 5 episodes
Acquired 
More or Less 
Sourcery 
20VC
5 statements about KOTU, every show
O'Shea: AppLovin Vastly Outpaces Microsoft in Revenue Per Employee
“Applovin's revenue per employee is, like, huge delta between Microsoft. Microsoft is kind of, like, flatlined a little bit, but, like, that, that is, like, a true trend we're seeing.”
O'Driscoll: Late-Stage Companies Should Go Public Rather Than Use Retail Funds
“These companies should be public, and then Fidelity Growth Fund could do them at 70, 50 bips, instead of, you know, KOTU doing them.”
Hyatt: Junior VCs prioritize quick markups from later-stage firms for promotions
“Well, that means if I want to get a promotion and I'm inside of schmooby schmooby VC firm, then I need markups. So if I need markups, how do I quickly get markups? I figure out what the guy one stage after me is interested in. And so my job is not really to go…”
Figma is valued at $12.5B with $700M in ARR
“Not made it through the twenty billion dollar Adobe acquisition is now being valued at 12 and a half. But from, you know, good firms, they have KOTU, General Catalyst, and their ARR's at seven hundred million now.”
Gilbert: Tiger, Coatue do seed as Sequoia restructures for public holdings
“We are watching hedge funds like Tiger Global and KOTU come all the way down to seed investing, and we're simultaneously seeing classically early stage venture capital firms like Sequoia completely reinvent their structure to hold on to their winners longer Ev…”