The Ledger, every show

“The companies that do a vertically integrated product when the market's early seem to have a better chance, in my opinion, than trying to be one piece of technology in the stack of a market before the market is there.”

“I don't know that I believe that Amazon does a great job of helping build brands. Like, I don't see brands getting built on top of Amazon. I think it's a great accelerator.”

“And it's amazing to me that over all these years, they still own that use case. No one's even come close to disrupting them for the Twitter use case.”

“Even a product like Facebook is one of the most impressive companies and products of all time. It doesn't really have as much of a brand persona as a Twitter does, and I think it's because of all those little, little things.”

“Anything in consumer is very, very hard because you're betting on a big market adoption versus, say, a B to B company with recurring revenue and enterprise clients.”

“I don't believe in the over obsession of where someone goes to school, that this, like, brand association of where people go to college or in education is that important. I think people get too wrapped up and obsessed with that, parents, kids, and I just don't…”

“I do believe that computing is moving from trapped in these little boxes, either a phone or a computer, and computing's moving to everywhere. It's everywhere around us, whether it's your Amazon Echo or different displays around your home, and who knows what's …”

“Focus and prioritization becomes a big challenge, and I think when you grow very quickly and you are fortunate enough to raise a lot of capital, it can sometimes make you lazy in how you make those hard decisions.”

“OpenWave, and we created the first mobile browser, and really we're selling the promise of the mobile internet. Well, that was a company that got a lot of hype at the time, but the market for, you know, true mobile data and mobile internet didn't come till muc…”

“You can either be a very thesis-driven venture capitalist like Fred, or you can be a very founder-driven venture capitalist like Bijan, and I think, you know, what fits better for my personality and the way I see things is being a founder-driven venture capita…”

“We're in the business of manufacturing serendipity, and that's very unclear to me how you do that.”

“Making all of these venture capital firms, Boards, executive teams, employee-based, diverse. I think that is the best trend that could possibly happen to the whole ecosystem.”