The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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Friedberg: Silver Lake made $3B to $4B on Airbnb emergency deal
“They put in debt, and then they got warrants, and the warrants ended up making them, like, I mean, Silver Lake. Forex, it's insane. They made, like, three, four billion dollars.”
Friedberg: Silver Lake turned $1B Airbnb debt into $4B in six months
“Silver Lake swooped into Airbnb in April, gave him a 12% debt deal for a billion dollars, and they got warrants that, the warrants today, Are worth about 1.4 billion dollars. And this debt is probably worth three times what they put in. So in like five months,…”
Calacanis: Google, Uber, Airbnb, Meta doubled revenue per employee in 2-3 years
“If you look at Google, Uber, Airbnb, and Facebook Meta, They have the same number or less employees than they did three years ago, but they're all growing in that 20 to 30% a year, which means in but two to three years, each of those companies has doubled reve…”
Calacanis predicts consumer comfort services like DoorDash and Uber will thrive in 2024
“I'm going to go with consumer comfort services. I think as austerity measures and this, whether we have a soft landing or a recession, it's clear the consumers have spent all their money. So they're going to go for small luxuries like DoorDash, Airbnb, Uber, s…”
Calacanis: Airbnb reached an $88B valuation five months after massive layoffs
“They laid off 25% of the company in July. 1900 of 7500 employees. They cut their marketing budget by eight hundred million, and then they IPO five months later, ah, and they had raised a billion dollars at an eighteen billion dollar valuation, according to Pit…”
Calacanis: Sequoia's top recent portfolio exits exceed $300B combined valuation
“Over the past two years, they've had DoorDash, Airbnb, Snowflake, Unity, all these incredible companies worth over three hundred billion dollars combined.”