Valor Equity Partners

8 statements across 2 episodes · 2 bullish · 2 bearish · 1 people on the record · first statement Jun 7, 2022 by Antonio Gracias · said 6 times in 3 episodes since 2025 · across every show →

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brought up most by Jason Calacanis (3), Antonio Gracias (3)

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Everything said about Valor Equity Partners, oldest first

Jun 7, 2022 neutral
Disclosure
Gracias: Valor held fracking assets in the same fund as Tesla
“And in the same fund we did Tesla, we actually had fracking assets.”
Antonio Gracias Jun 7, 2022 ▶ 14:45 #AIS: Bestie AMA with Valor's Antonio Gracias
Jun 7, 2022
Disclosure
Valor doubled down on Tesla and SpaceX during the 2008 crisis
“We put more money in Tesla than we were in the financial crisis, and then helped lead a convert round there that was really tough for us to do, and then put money in SpaceX.”
Antonio Gracias Jun 7, 2022 ▶ 3:50 #AIS: Bestie AMA with Valor's Antonio Gracias
Jun 7, 2022 neutral
Disclosure
Gracias: Valor raised over $1B fund entirely over Zoom during COVID
“I mean, we raised one point some of their fund during COVID and it was like all done doing zoom, raising new, new fund now and I'm flying around the world taking meetings.”
Antonio Gracias Jun 7, 2022 ▶ 1:19:12 #AIS: Bestie AMA with Valor's Antonio Gracias
Jun 7, 2022 positive
Disclosure
Gracias: Valor Equity Partners was Tesla's first institutional investor
“So look, I, we were the first institutional investors at Tesla Motors.”
Antonio Gracias Jun 7, 2022 ▶ 14:37 #AIS: Bestie AMA with Valor's Antonio Gracias
Jun 7, 2022
Disclosure
Gracias: Valor Equity Partners employs a Caltech neuroscientist to evaluate people
“We have a woman who's got a PhD in the neuroscience of emotion, Caltech now, on staff, that helps us learn, as you said, always learning, about how to assess people and how to assess their emotional states.”
Antonio Gracias Jun 7, 2022 ▶ 1:02:17 #AIS: Bestie AMA with Valor's Antonio Gracias
Jun 7, 2022 negative
Disclosure
Gracias: Not putting more capital into Flexport was a major mistake
“We invested in Andrewl with Palmer. We have a small investment in Flexport, which should have been one of the biggest mistakes the last 10 years of my career is not putting more money in Flexport.”
Antonio Gracias Jun 7, 2022 ▶ 5:56 #AIS: Bestie AMA with Valor's Antonio Gracias
Jun 7, 2022 positive
Insight
Gracias: Demonstrating high ROIC creates a compelling fundraising case
“In today's world, if you're an entrepreneur and you can show up and say, listen, I have a 50, 60, 70% return on capital, every dollar you give me will yield a 70, 80% return on the back end, even though we're losing money along the way, that's a very compellin…”
Antonio Gracias Jun 7, 2022 ▶ 10:22 #AIS: Bestie AMA with Valor's Antonio Gracias
Feb 7, 2025 negative
Disclosure
Antonio Gracias: Valor avoids investments where government pay exceeds one-third of revenue
“We literally have a rule here government pay or in those areas, if it's more than like a third of the business, we don't do it.”
Antonio Gracias Feb 7, 2025 ▶ 24:30 DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s
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