The Ledger, every show

“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 think Sequoia has always done a good job of this. I think Founders Fund has done a good job of this.”

“Venture has been a pretty cottage asset class, right, for the last, whatever, 30 years, and it's been institutionalized more in the last, you know, five than it had in the previous 25, in my opinion”

“It's, I think the venture capital world that we live in today is is more akin, we went from a generation, and I, I've made this analogy, that we were in the generation of Broadcast television, right? Where there were only a handful of channels and what you wer…”

“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.”

“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?”

“So we really focus on the outcomes more than the percentages at our stage.”

“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…”

“What I'll always tell our team internally is, I really don't care if something goes wrong, ah, in an individual investment, that's gonna happen, but it can't be something that we didn't have written out in the investment memo before.”

“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…”

“The board and the C-suite executives, you know, at the end of the day are kind of recruiting arms and chief evangelists for the company. And so I think the biggest value add that, that a VC can have is just being able to look either other independent board dir…”

“That round that we ended up investing in at whatever, eight billion or eight and a half or whatever it was what's a couple hundred million among friends. But I that was like, December, 21 when we were talking about it, and then the round ultimately closed in J…”

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

“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…”