The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Levy predicts the current golden age of tech innovation could last decades
“I actually think we're in the golden age area of innovation right now, and I think that golden age could be decades plus.”
Levy predicts cross-stage firms will scale companies from Series A to take-private
“In 10 years from now, it may be sooner than that, that you're going to have a handful of investment firms that are cross-stage, and you're going to show up at the Series A investor meeting, and you're going to say to the entrepreneur, I'm going to scale with y…”
General Atlantic is moving earlier stage to build relationships with winning founders
“We're moving earlier stage to get to know and build relationships with entrepreneurs so we can continue to press our winners.”
General Atlantic scales top winning investments up to $500 million checks
“Somewhere in the middle, we make a hundred investments for a vintage, somewhere between the 10 and 300, but it's still going to be only 10 to 15 or 20 that matter at the end of the day, because we're going to press those. So if we do a bunch of 25, 50, and sev…”
General Atlantic maintains an investment loss ratio under three percent
“Our loss ratio is sub three percent.”
Levy predicts unprincipled venture capitalists will be ejected from the ecosystem
“So I think that's also the future of our business. I think a lot of the jerks get ejected from the system because you're going to call around and people are going to say that guy, Anton, you don't want to work with him.”
Levy: Venture capital is not a winner-take-all market
“It's not a winner-take-all market. There's going to be, I think, at least a handful of winners and probably many, many more than that.”
Levy: The five largest global companies are tech firms under 35
“Basically, the five largest companies in the world, these are all technology companies that didn't exist 35 years ago.”
Levy predicts technology and innovation will remain strong investments for 50 years
“So I would be long tech. I'd be long innovation for the next 50 years.”
Levy predicts the current tech market cycle will end with a recession
“But I will tell you the thing that will ultimately cause this cycle to move into the next will be a recession.”
Levy: Most Series A investments today have existing revenue and customer data
“Most Series A investments today, there is revenue. There is ARR. There is a product. There are customers to talk to, and so that means you have data”
General Atlantic is deploying over $8 billion to $9 billion annually
“Well, now we're trending, you know, probably 8,000,000,009 billion plus of capital deployment.”
Levy: General Atlantic will never invest in broken unit economics businesses
“I don't think we'll go all the way to investing in the upside down unit economics business. I don't think we'll ever do that. That's not how we invest, and I don't think we will.”