David Beisel

Everything David Beisel said on any show that made the record, most notable first. Each card names its show and opens the statement there.

20VC Prediction Held up

Beisel: Amazon will ship 20M to 40M Echo devices in 2017

“Somewhere between 20 to forty million are going to be Shipped in here in 2017.”

David Beisel Aug 16, 2017 ▶ 10:47 20VC: How To Design Investment Decision Making That Allows For Outliers, Why Personal Voice Computing Is The Next Big Platform & The Challenges That Could Prevent It with David Beisel, Founding Partner @ NextView Ventures

20VC Prediction Held up

Beisel predicts 50 million voice-connected devices in homes by late 2017

“By the end of the year, literally, fifty million devices in people's homes are going to have that kind of connection.”

David Beisel Aug 16, 2017 ▶ 11:20 20VC: How To Design Investment Decision Making That Allows For Outliers, Why Personal Voice Computing Is The Next Big Platform & The Challenges That Could Prevent It with David Beisel, Founding Partner @ NextView Ventures

20VC Insight

Beisel: Bridge rounds usually mean a startup missed its Series A metrics

“I would say only sometimes, but most often. I mean, I think other times you can see things that other investors don't see, or the metrics weren't there. You might actually have hit the right metrics, but the market moved on you.”

David Beisel Aug 16, 2017 ▶ 17:20 20VC: How To Design Investment Decision Making That Allows For Outliers, Why Personal Voice Computing Is The Next Big Platform & The Challenges That Could Prevent It with David Beisel, Founding Partner @ NextView Ventures

20VC Assertion Not checkable as stated

Beisel: NextView writes an investment memo for every seed deal

“We actually, at NextView, write an investment memo for every single seed investment we make.”

David Beisel Aug 16, 2017 ▶ 5:41 20VC: How To Design Investment Decision Making That Allows For Outliers, Why Personal Voice Computing Is The Next Big Platform & The Challenges That Could Prevent It with David Beisel, Founding Partner @ NextView Ventures

20VC Assertion Not checkable as stated

Beisel: NextView requires unanimous partner consent for follow-on investments

“For follow-on funding, we actually make it unanimous entirely.”

David Beisel Aug 16, 2017 ▶ 6:51 20VC: How To Design Investment Decision Making That Allows For Outliers, Why Personal Voice Computing Is The Next Big Platform & The Challenges That Could Prevent It with David Beisel, Founding Partner @ NextView Ventures

20VC Insight

Beisel: Solving distribution solves most other problems for B2B and B2C startups

“I think if you can solve distribution and get your product out there, whether it's a B to C company or B to B company, lots of other problems go away, right?”

David Beisel Aug 16, 2017 ▶ 8:06 20VC: How To Design Investment Decision Making That Allows For Outliers, Why Personal Voice Computing Is The Next Big Platform & The Challenges That Could Prevent It with David Beisel, Founding Partner @ NextView Ventures

20VC Insight

Beisel: Voice computing's primary bottlenecks are monetization and distribution

“The challenges right now with voice computing are really around monetization and distribution, right?”

David Beisel Aug 16, 2017 ▶ 12:30 20VC: How To Design Investment Decision Making That Allows For Outliers, Why Personal Voice Computing Is The Next Big Platform & The Challenges That Could Prevent It with David Beisel, Founding Partner @ NextView Ventures

20VC Prediction Not checkable as stated

Beisel: Voice fragmentation creates opportunities for startups to build connective tissue

“A consumer in their bedroom or in their kitchen isn't going to want to talk to the different device differently, and so there's probably some area for startups to kind of be connective tissue around a cohesive experience.”

David Beisel Aug 16, 2017 ▶ 13:50 20VC: How To Design Investment Decision Making That Allows For Outliers, Why Personal Voice Computing Is The Next Big Platform & The Challenges That Could Prevent It with David Beisel, Founding Partner @ NextView Ventures

20VC Insight

Beisel: First-generation apps on new platforms merely replicate older platforms

“Yeah, so the idea is that, like, when you have a new platform shift, right, so if you go from PCs to mobile and Or mobile to, you know, hopefully here voice computing. The first kind of love application just replicates what the other one was, what happened in …”

David Beisel Aug 16, 2017 ▶ 14:55 20VC: How To Design Investment Decision Making That Allows For Outliers, Why Personal Voice Computing Is The Next Big Platform & The Challenges That Could Prevent It with David Beisel, Founding Partner @ NextView Ventures

20VC Assertion Not checkable as stated

Beisel: NextView uses a two-step voting process for initial investments

“We actually have a two-step voting process where We vote very early on when we meet with entrepreneurs, then we vote, then we actually vote again when we make the final decision-making process.”

David Beisel Aug 16, 2017 ▶ 6:37 20VC: How To Design Investment Decision Making That Allows For Outliers, Why Personal Voice Computing Is The Next Big Platform & The Challenges That Could Prevent It with David Beisel, Founding Partner @ NextView Ventures

20VC Assertion Not publicly verifiable

Beisel: Amazon shipped 10 million Echo devices in 2016

“So, ten million devices were shipped in 2016.”

David Beisel Aug 16, 2017 ▶ 10:43 20VC: How To Design Investment Decision Making That Allows For Outliers, Why Personal Voice Computing Is The Next Big Platform & The Challenges That Could Prevent It with David Beisel, Founding Partner @ NextView Ventures

The other half of the tape: David Beisel's own voice is left out of every number here. Other people bring the name up 12 times in 5 episodes across the shows. every mention, with the transcript →

Who brings them up most Rob Go 8Harry Stebbings 3Lee Hower 1

Every mention by year

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

Show	Role there	Eps	Statements	Record
20VCLEDGER	Co-Founder & Partner, NextView Ventures	1	11	100% 2/2	full record on 20VC →