Keith Rabois

13 statements across 2 episodes · 2 bullish · 6 bearish · 2 people on the record · first statement May 26, 2022 by Keith Rabois · said 29 times in 18 episodes since 2020 · across every show →

On the record as a speaker too: Keith Rabois's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Jason Calacanis (23), John Collison (2), David Sacks (2), David Friedberg (1), Chamath Palihapitiya (1)

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0083156202020212022202320242025episodesmentions
036202020212022202320242025episodes it came up in
002346202020212022202320242025episodesmentions per episode
2025 3 mentions in 2 episodes 2 per episode
2024 4 mentions in 1 episode
2023 3 mentions in 2 episodes 2 per episode
2022 12 mentions in 6 episodes 2 per episode
2021 6 mentions in 6 episodes 1 per episode
2020 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Keith Rabois, oldest first

May 26, 2022 negative
Disclosure
Rabois: Founders Fund avoids leading down rounds unless cap table unanimously requests it
“We typically at Founders Fund really don't like to do those rounds. The only way we would consider it is pretty much if everybody on the cap table called us up, the founder, CEO, the board members, prior investors said, we really want you to do this, and like …”
Keith Rabois May 26, 2022 ▶ 57:04 #AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
May 26, 2022
Insight
Rabois: VCs who fail on their first ten deals never become great
“Once you make five or 10 investments in venture, if those aren't good, you're never going to get great.”
Keith Rabois May 26, 2022 ▶ 1:05:22 #AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
May 26, 2022 bearish
Disclosure
Rabois led zero new startup investments in the first half of 2022
“I haven't led any new investments since 22. Yeah, last year I led the 13 or 14 in a year. So to go to effectively zero for half the year is like me being on vacation.”
Keith Rabois May 26, 2022 ▶ 51:39 #AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
May 26, 2022 positive
Opinion
Rabois: Sequoia Capital is historically the best-run VC fund
“I think, you know, Sequoia is the best run fund historically.”
Keith Rabois May 26, 2022 ▶ 59:39 #AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
May 26, 2022 negative
Disclosure
Calacanis: Speakers refused to attend All-In Summit due to political lineup
“One of the major challenges I had in this event Was certain people attending the event made some people in that group unwilling to come to the event. No offense, Keith. In other words, like, Keith, Sachs, you know, and then even Glenn Grunwald and... Greenwald…”
Jason Calacanis May 26, 2022 ▶ 26:53 #AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
May 26, 2022 negative
Insight
Rabois: Early liquidity before product-market fit creates perverse incentives
“When you have liquidity prior to success, that's not necessarily a good incentive. Like, I think success, liquidity should follow success with product, follow with users, follow with traction, not being advanced.”
Keith Rabois May 26, 2022 ▶ 1:04:12 #AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
May 26, 2022 negative
Assertion Not checkable as stated
Rabois: Capital as the main tech driver has failed for 50 years
“Powering money into companies and hoping that money is the key asset and the key ingredient for success has been false in, in the history of technology for 50 years.”
Keith Rabois May 26, 2022 ▶ 58:32 #AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
May 26, 2022 neutral
Disclosure
Rabois never includes board seat requirements in his venture term sheets
“I never give a term sheet that has a board provision for me.”
Keith Rabois May 26, 2022 ▶ 1:03:59 #AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
May 26, 2022 positive
Opinion
Rabois: Andreessen Horowitz is excellent at crypto investing
“In crypto, they're excellent.”
Keith Rabois May 26, 2022 ▶ 1:00:49 #AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
May 26, 2022 neutral
Disclosure
Rabois: Founders Fund marks down growth investments using public comps
“It's very tricky. I think you can, if you, it, later stage one's a little bit easier because you can apply multiples. There's public comp, you know, public comps, and you just adjust to that. I think the earlier stage stuff, very difficult to do objectively. A…”
Keith Rabois May 26, 2022 ▶ 57:52 #AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
May 26, 2022 bearish
Prediction Not checkable as stated
Rabois: Tiger Global will struggle with Series A investing
“And if Tiger thinks that they're going to be successful Series A investors, they're in for a very rude awakening.”
Keith Rabois May 26, 2022 ▶ 59:25 #AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
May 26, 2022
Assertion Supported
Rabois: Three of my first five investments became public companies
“My first five investments, three of them became public companies”
Keith Rabois May 26, 2022 ▶ 1:05:44 #AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
Jul 11, 2025
Insight
Rabois: The Bitter Lesson requires data that may take decades to acquire
“Conceptual, you know, the blog post is right, but that's only true when you have enough data, and depending on the use case, the level of data you need may not be possible for years, decades, and you may need to hack your way there through human interactions.”
Keith Rabois Jul 11, 2025 ▶ 46:07 Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs
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