Glenn Solomon
Managing Partner, Notable Capital. On 1 show, 1 appearance. The Shows tab opens the full record on each.
investor@glennsolomon ↗LinkedIn ↗goinglongblog.com ↗
Glenn Solomon leads the Cloud Infrastructure & AI practice at Notable Capital, focusing on enterprise software, cybersecurity, and developer platforms. Over a 25-plus-year venture career, he has backed companies such as Airbnb, Slack, HashiCorp, Zendesk, Square, and Anthropic.
1shows
1appearances
14statements
1resolved
1supported
0contradicted
100%fully supported
27said about them ↓ Everything Glenn Solomon said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Tencent's WeChat is likely the world's most valuable digital asset
“Tencent's WeChat was created on mobile, and it's probably the most valuable digital asset in the world today.”
Tech is in the second act of cloud and mobile, not waiting
“Where I disagree with Elad is I think we're already in a very important second act of the paradigm shifts around cloud and mobile, and so I disagree that we're waiting for anything.”
Silicon Valley-centric VCs miss the global tech interplay with China
“These are global trends and really for the first time are flattening technology markets so that the interplay between China and the U.S. Where we're focused and other markets as well is as vibrant as it's ever been, and that's where I think some of the folks W…”
Using valuation as a reason to pass on deals is a crutch
“I think it's a crutch to use valuation as a reason to walk from deals.”
Silicon Valley is losing its primacy as the hub for tech startups
“Silicon Valley is, losing its primacy for startups. You're seeing great startups getting going in lots of regions throughout the U S and throughout the world.”
China is no longer a copycat market but a genuine innovation leader
“I think the smart entrepreneur now realizes that China's not a copycat market anymore, that real innovation is happening there, and they just want to learn.”
Chinese tech giants prioritize early investment in breakout startups over copying them
“What I see happening more recently is not that those companies are copycatting and trying to kill startups. They're trying to identify the startups that have breakout potential and get money into them and invest in them as soon as possible.”
None of Glenn Solomon's cheap venture investments ever turned out great
“I can't think of a cheap deal I've ever done in my life that turned out great.”
Alibaba and Tencent back rival startups rather than co-investing
“It's unlikely, for example, that both Alibaba and Tencent will come into the same company, and if one backs a company, then you can expect that the other will back a competing company in the space.”
Cloud and mobile are the two biggest paradigm shifts of our lifetime
“These two shifts, the mobile computing and cloud computing shifts, Have been massive. They're interrelated. They're probably the two biggest paradigm shifts I'll see in my life, and they're giving birth to some of the most important network effect businesses a…”
First-time founders make a mistake by excluding executive teams from board meetings
“I'd say that's a mistake I see first time entrepreneurs frequently make is that they make the board meetings all about themselves, when in fact, while scary, it's the right thing to do to give more exposure to your executive team, to the board.”
GGV Capital has over 50% of its investments and team in China
“Today, half our team is in China, half our, over half our investment team, over 50% of our investments have been made in the China market.”
Opendoor's value proposition targets Middle America, not San Francisco or New York
“With Opendoor, this is really a middle America play. This is not a play that necessarily resonates in markets where there's a lot of liquidity in residential real estate like San Francisco, Bay Area, and New York, where there also are a lot of VCs.”
The other half of the tape: Glenn Solomon's own voice is left out of every number here. Other people bring the name up 27 times in 8 episodes across the shows. every mention, with the transcript →
Who brings them up most Harry Stebbings 21Keith Rabois 2Jeff Richards 2Hans Tung 2
Every mention by year
tap a year for its mentions
20VC 27
2023 1 mention in 1 episode
2021 5 mentions in 2 episodes 3 per episode
- 20VC: Investing Lessons From Rounds In Peloton and Square, Why Great Investing is Stock-Picking and Sector Penetration & The Next Decade in Venture, Is Tiger's The Right Model with Hans Tung, Managing Partner @ GGV Capital
- 20VC: The Opendoor Memo: Keith Rabois on The Origins of Opendoor from a Conversation with Peter Thiel, Why Cash is Not a Competitive Moat for Startups Today and What People Misunderstand About Black Swan Events in Real Estate and How it Impacts Opendoor
- every mention in 2021, scene by scene →
2019 18 mentions in 4 episodes 5 per episode
- 20VC: The Transition From Founder To CEO, How To Determine When To Stretch On Price in Venture & The Benefits of Attribution for Partnership Dynamics with Jeff Richards, Managing Partner @ GGV Capital
- 20VC: Softbank Managing Partner, Jeff Housenbold on How Softbank Approach Portfolio Construction, Their Optimal Investment Decision-Making Process and What Excites Softbank Most In Opportunities Today
- 20VC: Why Every Company Looks One Round Earlier Than It Should Be, Why Investors Don't Understand Term Sheet Psyche & How The Brand Behind The Investor Can Overweight The Attention Their Opinion Is Given with Assaf Wand, Founder & CEO @ Hippo
- 20VC: Spark Capital's Alex Clayton on How The Best Growth Investors Source, Evaluate and Win Deals, Why Market Depth Is Crucial When Analysing Markets & Why Capital Is Only A Temporary Competitive Advantage
- every mention in 2019, scene by scene →
One line per show, most statements first. The link opens Glenn's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| 20VCLEDGER | Managing Partner, Notable Capital | 1 | 14 | 100% 1/1 | full record on 20VC → |