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MAD Prediction Held up
Volpi: Self-driving trucks will operate on freeways within 18 months
“And if you ask me, like, for those use cases, I think you're going to see self-driving trucks on freeways within the next 18 months.”
Mike Volpi Nov 13, 2019 ▶ 24:20 Fireside Chat: Mike Volpi, General Partner, Index Ventures (FirstMark's Data Driven NYC)
20VC Prediction Didn’t hold up
Volpi: The era of large closed-source enterprise software platforms is over
“I generally think that we've seen the last of enterprise software companies, large enterprise software companies that are platforms that are closed source.”
Mike Volpi Sep 18, 2017 ▶ 21:31 20VC: Index's Mike Volpi on Making The Move From Player To Coach, What It Takes To Build Generation Defining Brands & How Europe Really Stacks Up To The US Venture Market
MAD Assertion Supported
Volpi: AWS launched DocumentDB to bypass MongoDB's SSPL license
“Mongo took an interesting similar approach. They have something called SSPL. In that case, it says you can take it, but any software that you build around it to run it, you have to open source it. So Amazon will have to open source its entire software base use…”
Mike Volpi Nov 13, 2019 ▶ 10:56 Fireside Chat: Mike Volpi, General Partner, Index Ventures (FirstMark's Data Driven NYC)
MAD Assertion Supported
Volpi: Google and Azure partner with OSS creators to counter AWS
“And then the other thing that you do As a business is you partner with Google and Azure who, because they're pretty far behind Amazon, they're more than happy to have the original item and to pay you something for the privilege of running your version.”
Mike Volpi Nov 13, 2019 ▶ 11:22 Fireside Chat: Mike Volpi, General Partner, Index Ventures (FirstMark's Data Driven NYC)
MAD Assertion Supported
Volpi: Employees write 95% of code in open source startups
“Nowadays, most of these open source companies, you know, 95% of the code is written by employees, and the five percent are like patches or connectors or something like that that the community is building.”
Mike Volpi Nov 13, 2019 ▶ 12:37 Fireside Chat: Mike Volpi, General Partner, Index Ventures (FirstMark's Data Driven NYC)
20VC Assertion Not checkable as stated
Volpi: Slack's enterprise viral growth velocity is unprecedented
“Slack, which is spreading virally at a, you know, velocity that's, I don't think I've seen before in the enterprise environment.”
Mike Volpi Sep 18, 2017 ▶ 14:23 20VC: Index's Mike Volpi on Making The Move From Player To Coach, What It Takes To Build Generation Defining Brands & How Europe Really Stacks Up To The US Venture Market
20VC Prediction Not checkable as stated
Volpi: Enterprise Consolidation Will Drive Startup Opportunities Over 3-4 Years
“I actually would argue that that either today or in the next three to four years is Opens opportunities for repeat entrepreneurs and opens opportunities for a new companies that will fill the gaps of those that have been acquired.”
Mike Volpi Sep 18, 2017 ▶ 19:08 20VC: Index's Mike Volpi on Making The Move From Player To Coach, What It Takes To Build Generation Defining Brands & How Europe Really Stacks Up To The US Venture Market
MAD Assertion Not checkable as stated
Volpi: Machine learning infrastructure faces a critical human resources shortage
“I think one of the big challenges that we face in industry right now is there are Not enough people that know how to build, stand up, operate machine learning infrastructure. So you can provide a lot of people tools, but right now the actual problem is a human…”
Mike Volpi Nov 13, 2019 ▶ 18:39 Fireside Chat: Mike Volpi, General Partner, Index Ventures (FirstMark's Data Driven NYC)
MAD Assertion Not checkable as stated
Volpi: AWS holds an estimated 85% to 90% market share among developers
“If you actually pulled engineers on the street, you'd probably get 85, 90% market share with Amazon. So in my mind, no matter what the government decides on whether they use the Azure cloud or Amazon cloud, Amazon is stratospherically dominant amongst develope…”
Mike Volpi Nov 13, 2019 ▶ 33:06 Fireside Chat: Mike Volpi, General Partner, Index Ventures (FirstMark's Data Driven NYC)
MAD Assertion Not checkable as stated
Volpi: Index Ventures' portfolio has roughly 20% female CEOs
“My firm has probably about 20% of its CEOs that are women.”
Mike Volpi Nov 13, 2019 ▶ 33:38 Fireside Chat: Mike Volpi, General Partner, Index Ventures (FirstMark's Data Driven NYC)
20VC Prediction Not checkable as stated
Volpi: Establishing a Top Venture Firm in San Francisco Takes Ten Years
“We did not think that index ventures in San Francisco, Would become, you know, a trailblazing firm in a year. This was a ten-year effort for us, and even now, five years into it, almost six years into it, we're sort of midstream on that”
Mike Volpi Sep 18, 2017 ▶ 10:43 20VC: Index's Mike Volpi on Making The Move From Player To Coach, What It Takes To Build Generation Defining Brands & How Europe Really Stacks Up To The US Venture Market
20VC Prediction Not checkable as stated
Volpi: Index Ventures will build its brand through founder service, not blogging
“To index itself, our firm, what we're trying to do is to delight our customers in some sense. And, you know, our, a lot of our portfolio companies are the customers that we serve and by delighting them over time, we're going to build a brand. And it's less abo…”
Mike Volpi Sep 18, 2017 ▶ 15:06 20VC: Index's Mike Volpi on Making The Move From Player To Coach, What It Takes To Build Generation Defining Brands & How Europe Really Stacks Up To The US Venture Market
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