Logan Bartlett

“I do think we probably need to take it literally at this point and assume that this is probably here to stay in some way, shape or form.”

“There's so many complicated pieces of the puzzle from an AI standpoint that that I think it's going to be hard to disassociate the aggregation that is what's being tariffed into AI. And in talking to people over the weekend that are exposed to these large mode…”

“I think people are going to be stuck in this state of paralysis a little bit of like, what do we actually do right now? And inherently, I think that becomes self-fulfilling in the way that it's going to lead to a recession for us. I hope, again, I hope I'm wro…”

“What was interesting in that Wiz announcement when they announced that they were going their own and not going to be bought by Google, was like, everything that they said was then reported on the media in the media because of the leaked memo. And so they got t…”

“It feels like we've rotated a little bit more back to like, who is my individual board member? Who is going to be on the ground with me day to day? Like I'm going to solve for that person rather than the soul, like just the brain past a certain point, right? L…”

“I've probably seen more of Hey, this fund has a bunch of money and you might not be getting their number one person. It could be their, you know, whatever, their reliever out of the bullpen that's coming in to do the round. And those are the ones that they're …”

“Battery gave me an offer. Redpoint did not. I went over to Battery. I was there for six years and the Redpoint folks kind of stay on, stayed on top of me and they wanted to correct the error of their ways and not making me an offer when I was associate. And so…”

“A lot of very famous investors retire, and I don't blame them at all because the game on the field has definitely changed and it's far more competitive than it was in their day. And you're chasing around people trying to earn the opportunity to invest. And whe…”

“I think it means that each individual at red point has to stand for something and be known in some way, shape, or form for what it is that they do to help rise above the noise.”

“It is some level of delusion. If you actually believe That all of these companies are worth what they were worth six months ago, then and you're saying that with a straight face to your limited partners, and I think you're losing trust, right? A hundred percen…”

“Just having a disciplined structure of how you're doing it, I think is more important than actually taking down the marks themselves.”

“Anyone that invested last year lost some level of price sensitivity.”

“Our simple underwriting framework for growth at Redpoint is three to five X with 10 X plus upside, right?”

“While I wish that I invested at today's prices last year, there isn't a single investment that I wish I had back, right?”

“At the time I was convinced that the most likely outcome was that it was going to be a 300 or four hundred million dollar acquisition by sales or Adobe or someone like that. And so I felt like I had to be really disciplined on the entry price because it just s…”

“Well, it's definitely informed my, if you wanna be in the company within the margin, just find a way to get into it and don't get too hung up on the ten million here, ten million there.”

“If something just feels like an inevitability and you might be a little early on the tacker on the market, we're talking months or maybe years, not decades, then it's worth just getting on board. If you think the company is going to be the one to execute on it…”

“If ever you're going to the votes and using your role as a board member to oust the CEO, something else is broken down along the way in the journey and the relationship you built with the founder and the rest of the board.”

“I think that the way that I want to be able to do it, I think it's probably eight to 10 is what the people I've admired have been able to scale up to something like that and still be active and pragmatic about their relationships with the people they work with…”

“The one that I've internalized the most from and that I just have infinite amounts of respect for is Eric Vishria from Benchmark. Eric and I worked together on the Amplitude board, and now we have a new company Acuity MD together. And Eric is just, A++ as a bo…”

“I haven't yet. Now we've been in a eight year bull run since I've been investing.”

“For the first time, it seems like there is more celebrity there are celebrity VCs to some extent, where the personality is first and foremost, and then the investment is secondary to that.”

“I sort of view the branding aspect of it as a means to have people kind of self-select into the right person to work with and the right partner that they want to have for their business. But it's not a means to an end in and of itself.”

“I sort of think about it as the ones of stages, and so there's the one million in ARR standpoint, there's the one million that you're adding a quarter, and then there's the one million that you're adding a month, and so those are three different points in time…”

“At the end of the day, that kind of creates two different areas that are compressing into a single one. And so it does lead to a lot more funding of companies that maybe four or five years ago wouldn't have gotten funding.”

“I'm optimistic over the course of the next six months or so this drought that we've had over the last quarter in companies going public. I think we're going to see that short itself up,”