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.

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SOURCERY Assertion Supported
Alter: European VC funds beat North American funds in 10-year net IRR
“It's not surprising that when you, again, look at the numbers over a 10 and 15 year time horizon, European VC funds have yielded higher net IRR compared to North American ones.”
Molly Alter Sep 20, 2024 ▶ 31:21 Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
SOURCERY Prediction Didn’t hold up
Alter: 2024 will be the third most active year for European VC
“You know, if the pace continues, I think twenty-twenty-four will become the third most active year ever for VC funding in Europe.”
Molly Alter Sep 20, 2024 ▶ 29:37 Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
SOURCERY Prediction Not checkable as stated
Alter: Declining birth rates and onshoring will drive software-for-hardware investment
“You have things like global onshoring, declining birth rates, which has more of an impact than you would think. And the threat of Chinese competition as well. These factors have lit a fire underneath manufacturing teams to push themselves on efficiency. And so…”
Molly Alter Sep 20, 2024 ▶ 37:14 Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
SOURCERY Assertion Not checkable as stated
Alter: Toyota, Boeing, and Samsung pay tens to hundreds of millions for legacy software
“Toyota we found pays Matlab, fifty million dollars a year. Boeing pays Simulink and MATLAB hundreds of millions. Samsung has an eight figure contract with Atlassian.”
Molly Alter Sep 20, 2024 ▶ 40:11 Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
SOURCERY Prediction Not checkable as stated
Alter: AI will inevitably disrupt legacy engineering and simulation software tools
“Simulation tools are going to have a moment and AI Is and will continue to come for them.”
Molly Alter Sep 20, 2024 ▶ 43:01 Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
SAASTR Assertion Supported
Alter: Paycom achieved best-in-class CAC payback by hiring inexperienced sales reps
“They took their sales reps they took their sales rep model and threw it out the window, and instead of hiring experienced reps from other companies who had sold that kind of software before, which you think would be pretty rational, they instead decided to hir…”
Molly Alter Aug 3, 2022 ▶ 14:53 The Metrics that Matter, Whether You Are Raising $1m or $100m | Index Ventures Partner Molly Alter
SOURCERY Assertion Supported
Alter: European VC funding hit $30 billion in H1 2024, up 12%
“VC funding in Europe reached about thirty billion the first half of 24. That's a 12% increase to twenty-twenty-three.”
Molly Alter Sep 20, 2024 ▶ 29:30 Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
SOURCERY Assertion Supported
Alter: Spotify and Klarna alumni founded 70 venture-backed startups in Stockholm
“Spotify and Klarna alums have spawned 70 venture backed companies in Stockholm from two companies.”
Molly Alter Sep 20, 2024 ▶ 4:57:15 Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
SOURCERY Assertion Supported
Alter: Public SaaS average revenue growth is projected at historically low 16%
“In 2024, the average growth rate for public SaaS companies is expected to be 16%, super low, like relative to history.”
Molly Alter Sep 20, 2024 ▶ 45:14 Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
SOURCERY Assertion Supported
Alter: Government spending accounts for 36% of US GDP
“36% of U.S. GDP is spent on government spend.”
Molly Alter Sep 20, 2024 ▶ 47:46 Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
SOURCERY Assertion Not checkable as stated
Alter: GovDash cuts government RFP response time from two weeks to two hours
“And then they automatically create a very compliant outline To the RFP you're trying to respond to, and it takes two hours instead of two weeks for them to do this process.”
Molly Alter Sep 20, 2024 ▶ 49:01 Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
SAASTR Assertion Supported
Alter: 160% NDR yields 4.2x growth over 120% NDR over five years
“And when the NDR was one 60% versus 120%, the company grew 4.2 times over a five year period.”
Molly Alter Aug 3, 2022 ▶ 11:04 The Metrics that Matter, Whether You Are Raising $1m or $100m | Index Ventures Partner Molly Alter
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