Tiger Global Management

also referred to as: tiger · tiger global

16 statements across 13 episodes · 4 bullish · 8 bearish · 7 people on the record · first statement Mar 20, 2021 by Chamath Palihapitiya · said 98 times in 36 episodes since 2021 · across every show →

Mentions by year

brought up most by David Sacks (32), Jason Calacanis (22), Chamath Palihapitiya (22), David Friedberg (12), Brad Gerstner (8), Adena Hefets (2)

tap a year for its mentions
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010202021202220232024episodes it came up in
001.5103202021202220232024episodesmentions per episode
2024 5 mentions in 2 episodes 3 per episode
2023 25 mentions in 9 episodes 3 per episode
2022 51 mentions in 17 episodes 3 per episode
2021 17 mentions in 8 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Tiger Global Management, oldest first

Mar 20, 2021 positive
Assertion Supported
Palihapitiya: Tiger Global announces a new venture deal every 48 hours
“Tiger, it says here in the notes, Tiger Global has announced the deal according to PitchBook every 48 hours in 2021.”
Chamath Palihapitiya Mar 20, 2021 ▶ 56:13 E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
Dec 23, 2021 bullish
Opinion
Sacks: Tiger Global was the biggest VC winner by productizing late-stage funding
“In our world, the biggest winner was Tiger Global. They basically productize growth stage capital by far the biggest deployer of late stage funding. They productized it. So pretty much founders can just send their metrics on like a single sheet of paper and th…”
David Sacks Dec 23, 2021 ▶ 24:37 E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
Dec 23, 2021 neutral
Assertion Supported
Friedberg: Tiger Global deployed $15 billion in 2021
“Fifteen billion. I think it's the amount they deployed this year.”
David Friedberg Dec 23, 2021 ▶ 25:03 E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
Jan 29, 2022 bearish
Assertion Supported
Sachs: Crossover investors like Tiger and Coatue have paused venture spending
“What I've heard is that the crossover investors like Tiger, like Kotu, who are deploying all this money, they've really slowed down now. I think they're all kind of licking their wounds. And so like all of this money that was flooding into the venture space is…”
David Sacks Jan 29, 2022 ▶ 7:44 E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
Feb 19, 2022 neutral
Assertion Supported
Calacanis: Tiger Global told LPs it is pivoting to Series A/B
“Tiger global told their LPs in a webinar earlier this month that it would no longer focus on backing late stage startups, preparing to go public. Instead, they will focus on two things going even earlier into series A and series B rounds and buying shares of p…”
Jason Calacanis Feb 19, 2022 ▶ 42:35 E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy and more
Feb 19, 2022 negative
Opinion
Sacks: Tiger Global competing in Series A rounds is a poor strategy
“So I don't know that if this report, I don't know if this reporting is actually true, but if the goal is all of a sudden for Tiger to become a Series A investor that competes with Kraft or Sequoia or these other firms that are very hands-on, that doesn't seem …”
David Sacks Feb 19, 2022 ▶ 48:20 E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy and more
May 13, 2022 bearish
Assertion Partly supported
Sacks: Tiger Global has deployed all of its capital
“Tiger's already deployed all of its capital.”
David Sacks May 13, 2022 ▶ 52:00 E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
May 13, 2022 neutral
What-if
Sacks: Tiger Global's model would have worked if valuations were accurate
“I actually think they did a reasonably good job in creating a great approach for founders who want late-stage capital. If the valuations have been correct, I think it would have worked.”
David Sacks May 13, 2022 ▶ 44:55 E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
May 23, 2022 bearish
Disclosure
Gerstner: Altimeter will not join startup deals at 75x ARR
“If somebody calls me up tomorrow and says, Hey, Tiger's doing this deal at 75 times ARR. Do you want to do it? They would have to pry the dollar out of my fucking hand with a crowbar. I'm not risking my money or my partner's money.”
Brad Gerstner May 23, 2022 ▶ 38:52 E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
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 29, 2022
Disclosure
Hefets: Divvy Homes raised a $200M preempted round from Tiger
“I'd say, so we raised a two hundred million dollar round from Tiger. It was preempted back about six months ago or maybe even nine months ago at this point.”
Adena Hefets May 29, 2022 ▶ 26:23 #AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market
Jun 24, 2022 bearish
Assertion Supported
Sacks: Tiger Global is essentially out as a growth-stage capital provider
“Like we know tiger is basically out. I mean, they were the, basically the default provider of growth stage capital over the last couple of years.”
David Sacks Jun 24, 2022 ▶ 52:59 E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
Jul 14, 2022 positive
Insight
Sacks: Crossover investor pullback creates growth opportunity for smaller VC firms
“I think the fact that Tiger and the other kind of crossover investors, the fact they've pulled back way back from venture markets gives smaller firms like us an opportunity to do growth deals.”
David Sacks Jul 14, 2022 ▶ 57:57 E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
Mar 17, 2023 bearish
Assertion Supported
Palihapitiya: Tiger Global cut private book 33%, AUM halved to $50B
“And then the fourth, which just came out today is that Tiger wrote down the value of their private book by 33%. For 2022. And so, you know, I think Tigers AUM basically has gone from a hundred billion to fifty billion in a year.”
Chamath Palihapitiya Mar 17, 2023 ▶ 56:41 E120: Banking crisis and the great VC reset
Apr 21, 2023 bearish
Opinion
Friedberg: Peak-cycle venture books require more than 20% write-downs
“When I hear numbers like 20% for a fully invested mature book that invested during the peak of the cycle, it doesn't sound right that it's 20%. It sounds like it should be a lot lower.”
David Friedberg Apr 21, 2023 ▶ 1:17:47 E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
Sep 1, 2023 positive
Disclosure
Chamath: Tiger Global's Chase Coleman seeded my first angel fund
“Chase is a incredible person. I've said this before. He helped me get into the business of investing. He seeded my first angel fund. I was pretty helpful, I think, in getting them on the cap table at Facebook.”
Chamath Palihapitiya Sep 1, 2023 ▶ 23:17 E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more
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