The Ledger, every show

“Tencent's WeChat was created on mobile, and it's probably the most valuable digital asset in the world today.”

“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.”

“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…”

“I think it's a crutch to use valuation as a reason to walk from deals.”

“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.”

“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.”

“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.”

“I can't think of a cheap deal I've ever done in my life that turned out great.”

“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.”

“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…”

“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.”

“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.”

“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 company Domo runs itself on the product Domo, and the board has access to that product. So the result of that is the board meetings at Domo are not about reporting numbers.”