Tiger Global Management, every mention
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every year anyone David Sacks 32Jason Calacanis 22Chamath Palihapitiya 22David Friedberg 12Brad Gerstner 8Adena Hefets 2
Verbatim, from the transcripts: the passages where Tiger Global Management comes up
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey
- ▶ 1:01:32 Jason Calacanis The Tigers and that sort of cohort, Softbank, Masayoshi-san. 4 times in the scene
Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala
- ▶ 1:04:29 David Sacks Compared to, frankly, some of those marks that we got in the bubble year, like, twenty-twenty-one, I call them tiger marks, whether it was tiger or not.
E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
- ▶ 56:23 Jason Calacanis How do I get a huge multiple and get some dumb tiger money, whatever, no, no dick to tiger, but they paid the highest prices at the end of the cycle.
E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more
- ▶ 22:07 Jason Calacanis Tiger Global's struggles. 6 times in the scene
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
- ▶ 47:14 Brad Gerstner So when you put money to work, you pull down more fee, and so, you know, these funds now, I mean, if you're Tiger or some of these big funds, you have giant cost bases that you've created because of the, the size of the firm that you…
E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
- ▶ 1:22:30 David Sacks Okay, so 10%, and then Tiger
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
- ▶ 1:10:23 Jason Calacanis As this process of bottoming out has occurred, PitchBook reported, Tiger Global told secondary investors, and that's a class of people who like to buy these, that they could bid on any individual private company in its portfolio. 4 times in the scene
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
- ▶ 53:53 Chamath Palihapitiya Bleiger.
E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
- ▶ 28:55 Jason Calacanis Do we want to go to this, uh, tiger marking down their book?
- ▶ 1:02:09 David Sacks I mean, look at Tiger, for example, the single most active funder at late stage is trying to figure out how much to mark down his portfolio.
- ▶ 1:03:11 Chamath Palihapitiya Like, the tiger thing was very important because they are in many ways at the front of the line in terms of the number of companies they've touched, the amount of capital they've written, and 3 times in the scene
- ▶ 1:17:47 David Friedberg Yeah, that's why I think the number from, I don't want to, I don't know Tiger's book at all, but when I hear numbers like 20% for a, for a fully invested mature book that invested during the peak of the cycle, it doesn't sound right that… 3 times in the scene
E120: Banking crisis and the great VC reset
- ▶ 56:41 Chamath Palihapitiya And then the fourth, which just came out today is that Tiger wrote down the value of their private book by 33%. 2 times in the scene
E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
- ▶ 1:01:51 David Friedberg There's over eight billion dollars of capital invested in ByteDance by firms that we know well, like Sequoia Capital, Tiger Global, Co-Two, Susquehanna, and others.
E109: 2022 Bestie Awards Live from Twitter HQ
- ▶ 21:51 David Sacks Underestimated the magnitude of the shift, the way that gross stocks would get hammered, the way that crypto would get destroyed, the fact that, like, Tiger basically got blown out of the industry.
E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
- ▶ 53:23 Chamath Palihapitiya So we put, we, you know, pulled all this data from pitch book and we just started to, I just took a smattering of firms here, Andreessen, Index, Greylock, Benchmark, Sequoia, GC, Founders Fund, Tiger, Excel, Kleiner, Kostler, and us.
- ▶ 59:59 Brad Gerstner This idea of the industrialization of venture, the soft banks, the tigers, like, like, it's a myth.
E97: SPAC updates, public/private market overview, Putin's end game & more
- ▶ 15:29 Chamath Palihapitiya It's everybody from, you know, Sequoia, Tiger, UBS, BlackRock, uh, Chan Zuckerberg. 3 times in the scene
E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
- ▶ 11:41 Jason Calacanis Tiger comes to mind. 2 times in the scene
- ▶ 17:11 David Sacks I think one way that Tiger actually improved on this model 2 times in the scene
E88: First principle politics, China chaos & outlook, state of private/public markets & more
- ▶ 1:21:39 Jason Calacanis If you're trying to pick between very large bets, like KOTU and TPG and tiger were doing in the growth space sacks, like now everybody knows that these companies, everybody knows stripes a winner.
E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
- ▶ 57:57 David Sacks 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.
E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
- ▶ 53:02 David Sacks Like we know tiger is basically out. 4 times in the scene
#AIS: Bestie AMA with Valor's Antonio Gracias
- ▶ 30:32 Chamath Palihapitiya I think I was playing, we were, I was either playing golf or I had dinner with Chase Coleman in New York, and Chase says to me, I'll tell you the one piece of advice Julian gave me when I started Tiger Robo, I said, what was that?
- ▶ 1:37:05 David Sacks Look, six months ago, did we think we'd be talking about Tiger Global or Sopping for that matter, potentially teetering on the verge of being, yeah, redempted out of business.
#AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market
- ▶ 26:23 Adena Hefets Um, I'd say, so we raised, um, a two hundred million dollar round from Tiger. 2 times in the scene
E83: Market slide continues, and how to address Uvalde
- ▶ 9:56 Brad Gerstner We raised a hundred million dollars last November from, from Tiger at a hundred times ARR.
#AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
- ▶ 58:56 Chamath Palihapitiya Tiger. 3 times in the scene
E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
- ▶ 37:33 Brad Gerstner You know, you didn't name them, but Tiger, right? 2 times in the scene
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
- ▶ 4:43 Jason Calacanis Tiger, Coinbase, Shopify, employee RSUs, meme stocks.
- ▶ 41:34 David Sacks That said that Tiger Global, you know, which the hedge fund, as of the end of April, the hedge fund had lost about 45%, and then May, the first weeks of May have been even worse, so who knows what they're at now. 6 times in the scene
- ▶ 52:00 David Sacks I mean, Tiger's already deployed all of its capital.
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
- ▶ 26:41 David Sacks I think Tiger is still in market with a gigantic fund for privates, but the valuations have come down. 2 times in the scene
E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy and more
- ▶ 42:19 Jason Calacanis An information story came out just this week, major crossover funds like tiger and D one are slowing down their investments in late stage private companies. 2 times in the scene
- ▶ 47:46 David Sacks First of all, I think Tiger built a great business in providing late stage sort of passive non-dilutive capital to companies, SaaS companies. 2 times in the scene
- ▶ 49:25 Chamath Palihapitiya So the CEO now, why would you take a fifteen million dollar series A check from Sequoia where they could fire you, whereas fifteen million dollars from Tiger, they may never call you. 4 times in the scene
- ▶ 1:00:56 David Friedberg But the fourth thing that seems to have happened, and you guys tell me if I'm wrong on this, but it plays into the tiger global story. 3 times in the scene
E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
- ▶ 7:44 David Sacks That the prices now are coming down, because what I've heard is that the crossover investors like Tiger, like Kotu, who are deploying all this money, they've really, uh, slowed down now.
E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
- ▶ 1:00:21 David Friedberg Andreessen, Tiger, Tiger Global, you know, whatever happens, I don't know if SoftBank should go public. 3 times in the scene
E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
- ▶ 24:37 David Sacks Um, but I would say in our world, the biggest winner was Tiger Global. 4 times in the scene
- ▶ 56:52 David Friedberg Tiger Global, which we talked about earlier, which I would argue is the most scalable and durable as we've seen deploying fifteen billion this year.
E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
- ▶ 1:00:04 David Sacks Like Tiger and KOTU and D one, I guarantee you, they're all updating their models or valuation models based on the public comps. 2 times in the scene
E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
- ▶ 23:56 Chamath Palihapitiya So just the best example I would say is like Tiger Global.
E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns & more
- ▶ 51:40 David Friedberg And so I think that the, you know, and people are freaking out about, you know, some of these big investors like Tiger Global coming in and writing crazy checks.
E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more
- ▶ 42:43 David Sacks Over the last several years, the soft banks, the tigers, and so that you've had these late stage funds, the mega late stage funds.
E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
- ▶ 17:04 Chamath Palihapitiya Because if they're very savvy, they should be doing exactly what Andreessen, um, you've seen the articles about Tiger, you've seen all these other folks.
E29: Coinbase goes public, direct listings vs. IPOs, unions & more with Bestie Guestie Brad Gerstner
- ▶ 19:27 Brad Gerstner You referenced, you know, a good friend of mine, you know, who's supposedly writing a term sheet every two days, you know, at Tiger. 3 times in the scene
E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
- ▶ 52:01 Chamath Palihapitiya Also, it's just, it's all these other big crossover guys that have come down tiger go to durable.
- ▶ 56:13 Chamath Palihapitiya Tiger, it says here in the notes, Tiger Global has announced the deal according to PitchBook every 48 hours in 2021.
- ▶ 56:25 David Sacks What Tiger, I think, has figured out is they're, they started as public market investors and worked their way down the stack, right?