Jeff Morris Jr.
Founder & Managing Partner, Chapter One. On 2 shows, 2 appearances. The Shows tab opens the full record on each.
investorfounderexecutiveoperator@jmj ↗LinkedIn ↗chapterone.com ↗
Jeff Morris Jr. is the founder of early-stage venture firm Chapter One, backing companies such as Mercury, Supabase, and Superhuman. He previously served as VP of Product and Revenue at Tinder, where he led monetization and developed flagship subscription features including Tinder Gold and Boost.
2shows
2appearances
33statements
4resolved
4supported
0contradicted
100%fully supported
28said about them ↓ Everything Jeff Morris Jr. said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Hyper-fast crypto fundraising rounds force VCs to skip technical due diligence
“Yeah, I think what it does is it forces venture capitalists to make decisions that aren't entirely informed. So if you actually read a white paper it's basically 30 pages of really technical information that requires diligence, which you couldn't possibly do i…”
Jeff Morris Jr. predicts 40%+ of non-institutional VCs will fail to raise
“Non-institutional venture funds. I think the majority of them call it, I think that 40% number is, would be on the lower end of people who I think won't be raising additional funds in, in the next cycle.”
Deep vertical software will survive displacement by AI large language models
“If you get within these like deep vertical workflows and very industry specific software will persist and ultimately it's hard to compete with if you're just trying to use large language models or code generators to try and compete. Like I think, I still think…”
$60M seed valuation caps put undue pressure on teams and degrade product
“When you see projects raising at 60 caps in seed rounds, it starts to make you question what's going on, and what it does in terms of the employees is it puts, I think, a lot of undue pressure on individual employees to ship products faster than they probably …”
Josh Wolfe predicts 30% to 50% of VC firms will shut down
“Josh Wolf at Lux Capital wrote his quarterly letter and he predicted that 30 to 50% of venture firms would cease to exist.”
LPs no longer accept TVPI multiples and strictly demand DPI
“No longer do you walk into a pitch meeting and show your multiple and invested capital and, or even like TVPI, like you have to like, just show DPI and be really clear what that number is.”
Post-2023 emerging VC managers hold a distinct advantage over older vintages
“There are emerging managers who are coming to market with new funds, so call it Like a 20, 23 plus emerging manager who I think has the benefit of not getting caught up in what was, what's been a really challenging market cycle. And so if you're just starting …”
Founders should treat investor product advice as just another data point
“The one thing founders must know is that investors advice is another data point. So you have all these data points to consider when you're building products and really you shouldn't give it any extra weight because it comes from an investor.”
Today's dominant mobile apps will be replaced within 5 to 10 years
“So if you click your phone and assume the applications that we use today will be used in five years or 10 years, I would think that you're just wrong.”
Morris: Founders should be transparent about who else is investing in their round
“And so if you know an investor is actually interested in your company and is talking to you for the right reasons, being asked the question, who else is investing your round? I think it's a totally fair question. And on the investor side, like you really want …”
Angel investors require more conviction to be contrarian than institutional VCs
“As an angel investor, it's a lot more risky because it's your own money, and if you make a bad bet, that's money you'll never see again, and you know, most of us aren't making management fees, and we're kind of getting by the returns that we make for ourselves…”
Jeff Morris Jr.: Angels cannot afford to be overly price sensitive
“I think for an angel looking at companies, you can't be too price sensitive because really the opportunities are fewer and harder to find. So when I see a dealer company that I love, I'm normally not as price sensitive just because I want to get in business wi…”
Morris: Needing to be in Silicon Valley to build a startup is a lie
“I think the advice that you need to be in Silicon Valley to build a company is a complete lie.”
Roger Ehrenberg: Emerging managers graduate after returning 1x DPI on all capital
“I've heard like, I think it was Roger Enberg defined it as any fund that's returned one X DPI on all capital they've raised to date. And so you stop Being in an emerging manager, when you actually return every single dollar you've raised, you distribute back t…”
Large VC platforms are freezing hiring and seeing investors depart
“A lot of the larger venture platforms are, they're not hiring huge amounts of investors right now. And in fact, a lot of folks are leaving those platforms.”
Social Capital previously attempted and failed to merge with Kleiner Perkins
“There's one point where social capital tried to join Kleiner Perkins for a variety of reasons that didn't work. Mamoon ended up joining Kleiner and is now managing the fund.”
A major multi-stage VC platform attempted to acquire Chapter One
“Call it with them in the past three years. We've been approached by at least one major multi-stage platform to be their seed fund, which for a variety of reasons, we just didn't happen.”
Acquired GPs surrender up to half their carry to multi-stage VC platforms
“So they're all their fund vehicles, you'd get exposure to, and you'd be giving up some amount of your carry, probably a significant amount, maybe up to like half Your upside to that platform.”
Data shows only 17% of venture capital funds survive to Fund IV
“At least like the data I've seen is only 17% of venture funds make it to fund four.”
Chapter One is incubating a dating startup expected to make global news
“The second idea is going to be a venture scale company and it's within, without saying too much, it's within the dating category. And so we, again, feel like we're like uniquely qualified to do this. But we think it's, when we announce it, we think this is goi…”
Many B2B AI startups are stalling at $1 million to $3 million ARR
“We're seeing a lot of teams get stuck in like the one to three million dollar AR range. And that's harder because now you have customers in revenue and you don't have like the freedom to just completely like walk away from that, those relationships.”
SpaceX and Anduril alumni are staying in Los Angeles to build companies
“The space X network, like those people aren't just leaving Los Angeles and moving to the barrier to start the next company. Same with Andrew roller.”
Jeff Morris Jr.: Product managers should apply portfolio theory to decisions
“And one piece that I'd like to add to that list is, is portfolio theory. So I think every product manager should have some sense of the portfolio of products they want to build and really apply an investor's mindset to making those decisions.”
The other half of the tape: Jeff Morris Jr.'s own voice is left out of every number here. Other people bring the name up 27 times in 11 episodes across the shows. 1 statement on the record names them. every mention, with the transcript →
Who brings them up most Harry Stebbings 23Brianne Kimmel 3Mike Maples 1
Statements about Jeff Morris Jr., by other people (1)
Every mention by year
tap a year for its mentions
20VC 27
2021 1 mention in 1 episode
2020 19 mentions in 8 episodes 2 per episode
- 20VC: Floodgate's Mike Maples on 3 Key Breakthroughs Startups Experience in Success, The Rise of Angel and Operator Funds, Multi-Stage Funds Re-Entering Seed Investing and The Insight Development Framework
- 20VC: How To Scientifically Measure Product-Market Fit, How To Efficiently and Accurately Segment Users Into Cohorts, Why Investors Analysing CAC's at Pre-Seed Is Not Useful & How To Determine Between Customer Feedback to Accept vs Reject with Daniel Eric
- 20VC: Why The Unbundling of Fintech Will Continue, How VCs Are Propping Up The Neo-Banking Industry & Why We Need A New Framework To Value Businesses Today with Clay Wilkes, Founder & CEO @ Galileo
- 20VC: Brad Feld, Jerry Colonna and Tracy Lawrence on Depression and Mental Health, The Dangers of Tying Happiness To Milestones & Why Fear, Anxiety and Guilt Are Useless Emotions
- 20VC: 8VC's Joe Lonsdale on How To Foster Contrarian Thinking Within Venture Partnerships, Why The Best VCs Are Company Builders & Why It Is Not Possible To Build Multi-Billion Dollar Companies and Have Worklife Balance
- 20VC: Oren Zeev on Why Diversification Is Overrated, The Downside of Thematic Investing, Making Quality Decisions In Uncertain Conditions & Why He Has No Reserves Allocation
- 20VC: How Roam Research Analyse Product Design, Team-Building, The Future of Collaboration Tools & Applying Tesla Go-To-Market To Roam with Conor White-Sullivan, Founder & CEO @ Roam Research
- 20VC: Superhuman's Rahul Vohra on How 1-1 Customer Onboarding Can Scale Efficiently to $100M ARR, Why Gamification Does Not Work But Game Design Does & What Game Design Means For The Next Generation Of Product Managers
- every mention in 2020, scene by scene →
2019 7 mentions in 2 episodes 4 per episode
- 20VC: Former Tinder CPO Brian Norgard on His Biggest Product Takeaways from Launching the Top Grossing App in the World, The Top 10 Reasons Why Products Fail Today & How The Best Founders Assess Risk and Use It
- 20VC: Worklife Ventures' Brianne Kimmel on Why More Operators Should Start Their Own Fund, How To Structure Your Round for the Highest Signal Round & What The Multi-Stage Funds Playing At Seed Means For The Rest of The Asset Class
- every mention in 2019, scene by scene →
One line per show, most statements first. The link opens Jeff'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 & Managing Partner, Chapter One | 1 | 17 | — | full record on 20VC → |
 SOURCERYLEDGER | Founder & Managing Partner, Chapter One | 1 | 16 | 100% 4/4 | full record on Sourcery → |