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Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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CAPITAL ALLOCATORS Prediction Not checkable as stated
Lamont: Single-product startups will be forced to sell into platform companies
“And with the public markets declining and more challenges probably in the private market in terms of raising money, you're going to see companies that are really products and not platforms be sold. And be incorporated into these platform companies that we hope…”
Annie Lamont Mar 7, 2022 ▶ 23:53 Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
CAPITAL ALLOCATORS Assertion Contradicted
Lamont: By 2000 there were 3,000 public biotech companies and 5 approved products
“That there were 3000 public biotech companies, and only five approved products.”
Annie Lamont Mar 7, 2022 ▶ 14:36 Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
CAPITAL ALLOCATORS Assertion Supported
Lamont: Oak Investment Partners agreed to wind down and dissolve
“But the existing entity, Oak Investment Partners, wasn't going to exist any longer. That entity, we all agreed, was going to die. We were going to roll off all the companies, and we were the surviving new entity, essentially, Oak HCFT, so you could call us Oak…”
Annie Lamont Mar 7, 2022 ▶ 19:37 Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
CAPITAL ALLOCATORS Assertion Supported
Lamont: Dispatch provides in-home ER services and dramatically cuts care costs
“Dispatch is actually providing, they have cars that literally provide ER and hospital-based services in your home. They come to your house, and it dramatically lowers the cost of care.”
Annie Lamont Mar 7, 2022 ▶ 34:46 Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
CAPITAL ALLOCATORS Assertion Contradicted
Oak HC/FT companies accounted for 30% of $100M+ sector rounds in 2021
“I mean, we were, last year, we were, 30% of the rounds that were done, over a hundred million in our sectors, were OKCFT companies. And that is a pretty powerful stat, and those were all over a billion dollar rounds, in terms of valuation.”
Annie Lamont Mar 7, 2022 ▶ 41:12 Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
CAPITAL ALLOCATORS Assertion Contradicted
Lamont: Series B and C round sizes have tripled over five years
“Well, I think the industry solved it for us because the size of a Series B and C is three times what it was five years ago.”
Annie Lamont Mar 7, 2022 ▶ 43:18 Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
CAPITAL ALLOCATORS Assertion Supported
Hambrecht & Quist took Genentech and Apple public within three months
“And the first three months I was there, we took Genentech Public. We took Apple Public. I carried Steve Jobs bags on the Apple IPO Roadshow, and I was just exposed to the two of the most amazing entrepreneurs ever, and I fell in love.”
Annie Lamont Mar 7, 2022 ▶ 7:58 Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
CAPITAL ALLOCATORS Prediction Not checkable as stated
Lamont: Automation, robotics, and sensors will radically transform home care
“The automation, robotics, sensors just the care platforms about managing caregivers that are managing individuals in their home is going to be dramatically different, and so we're seeing much more investment going into home care and virtualization.”
Annie Lamont Mar 7, 2022 ▶ 34:23 Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
CAPITAL ALLOCATORS Prediction Partly held up
Lamont: Female VC and CEO Representation Will Rise Concurrently
“You're going to see more female CEOs at the same time you're seeing more VCs, and it's happening.”
Annie Lamont Mar 7, 2022 ▶ 39:25 Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
CAPITAL ALLOCATORS Assertion Contradicted
Lamont: There was only one public software company in 1983
“I wasn't that interested in investing in disk drive companies, and there was only one public software company at that point.”
Annie Lamont Mar 7, 2022 ▶ 9:41 Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
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