Brian O'Malley

Everything Brian O'Malley said on any show that made the record, most notable first. Each card names its show and opens the statement there.

20VC Insight

No startup begins as a platform; platform status must be earned

“The scariest companies are the ones that show up and they say, look, we're a platform. You know, we're going to have, we're going to be this, the center of this ecosystem. And all of these people are going to integrate with us and we can be core to their busin…”

Brian O'Malley May 4, 2016 ▶ 23:58 20VC: Accel's Brian O'Malley On The Prioritisation Of Growth, The Metrics That Show True Customer Retention & Why The Most Interesting Companies Create A Market

20VC Opinion

VCs spending 30 minutes on board prep act naively toward founders

“And that's been something that in the boardroom, you see a lot of venture people show up, you know, spend a half hour looking through the materials and assume that they have all the right answers. Living through the experience I lived through, that just feels …”

Brian O'Malley May 4, 2016 ▶ 6:32 20VC: Accel's Brian O'Malley On The Prioritisation Of Growth, The Metrics That Show True Customer Retention & Why The Most Interesting Companies Create A Market

20VC Insight

Markets featured in Gartner reports are four to eight years too late

“When I say a market, it's less that you've got some Gartner report that shows a magic quadrant that tells you that this market's already great, right? Cause it's a point where that's already published and you're probably four years too late to that market. If …”

Brian O'Malley May 4, 2016 ▶ 21:43 20VC: Accel's Brian O'Malley On The Prioritisation Of Growth, The Metrics That Show True Customer Retention & Why The Most Interesting Companies Create A Market

20VC Insight

Experienced founders are often blind to new market opportunities

“A lot of times people have done it before are the most blind to the opportunity that they're going into because they think it'll be, you know, be easy.”

Brian O'Malley May 4, 2016 ▶ 27:40 20VC: Accel's Brian O'Malley On The Prioritisation Of Growth, The Metrics That Show True Customer Retention & Why The Most Interesting Companies Create A Market

20VC Insight

VCs prefer backing winners at high valuations over discounted average startups

“As long as you're dealing with venture capitalists, they're going to be solving for trying to back the winner. And they would rather back the winner at a much higher price than put something into a company that's maybe doing okay, but not great at a much lower…”

Brian O'Malley May 4, 2016 ▶ 8:44 20VC: Accel's Brian O'Malley On The Prioritisation Of Growth, The Metrics That Show True Customer Retention & Why The Most Interesting Companies Create A Market

20VC Assertion Not checkable as stated

Accel's 2015 portfolio held an average 16 months of cash runway

“At the end of last year, the vast, vast, vast majority of companies had more than 12 months of cash. I think of the 105 active portfolio companies something in the high nineties had more than 12 months of cash with the average being closer to 16.”

Brian O'Malley May 4, 2016 ▶ 9:42 20VC: Accel's Brian O'Malley On The Prioritisation Of Growth, The Metrics That Show True Customer Retention & Why The Most Interesting Companies Create A Market

20VC Insight

Retention is the only exponential variable in startup growth

“Retention is really the only variable that is exponential, right? So if you think about your retention numbers compound every month, right? So the difference between a churn rate of one percent per month, two percent per month, or three percent per month, if y…”

Brian O'Malley May 4, 2016 ▶ 14:53 20VC: Accel's Brian O'Malley On The Prioritisation Of Growth, The Metrics That Show True Customer Retention & Why The Most Interesting Companies Create A Market

20VC Assertion Partly supported

Early Facebook reached 90% college penetration within weeks

“One thing was really unique about Facebook, and it was there from really the early days, and that was the rate at which they got to full penetration in these schools. It would take a couple weeks for them to get 90% plus penetration in a school.”

Brian O'Malley May 4, 2016 ▶ 23:08 20VC: Accel's Brian O'Malley On The Prioritisation Of Growth, The Metrics That Show True Customer Retention & Why The Most Interesting Companies Create A Market

20VC Prediction Not checkable as stated

Home Wi-Fi routers will become the primary smart home platform

“So I think the router has an opportunity to really be that platform over time.”

Brian O'Malley May 4, 2016 ▶ 29:51 20VC: Accel's Brian O'Malley On The Prioritisation Of Growth, The Metrics That Show True Customer Retention & Why The Most Interesting Companies Create A Market

20VC Assertion Not checkable as stated

Bow Street's revenue dropped from $25M in Q4 2000 to zero

“I think we closed about twenty five million dollars of new business in Q four, 2000, and everyone was high fiving each other. And then I think Q one, 2001, we kind of goose egged it.”

Brian O'Malley May 4, 2016 ▶ 5:57 20VC: Accel's Brian O'Malley On The Prioritisation Of Growth, The Metrics That Show True Customer Retention & Why The Most Interesting Companies Create A Market

The other half of the tape: Brian O'Malley's own voice is left out of every number here. Other people bring the name up 5 times in 3 episodes across the shows. every mention, with the transcript →

Who brings them up most Harry Stebbings 5

Every mention by year

One line per show, most statements first. The link opens Brian's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

Show	Role there	Eps	Statements	Record
20VCLEDGER	Founder and Managing Partner, Tactile Ventures	1	10	0% 0/1	full record on 20VC →