why aren't all 9 resolved? a statement only gets an assessment when the public
record can support or contradict it. opinions and what-ifs never can, and 0 checkable
ones are still open, waiting for their date. predictions held up or didn't;
assertions are supported or contradicted. on every card:
▮▮▮▮▮ certainty ·
▮▮▮▮▮ debate potential. speakers are clickable
Assertion Supported
Botha: Sequoia-backed companies account for over 30% of NASDAQ value
“The companies in which we were private investors when they were little companies today account for over 30% of the total value of the Nasdaq.”
Assertion Partly supported
Chamath: Sequoia documented its $215M FTX investment on its website
“This was a two hundred and fifteen million dollar decision, and Sequoia documented it and put it on their own website.”
Assertion Supported
Sam Altman and Jason Calacanis sourced Stripe and Uber for Sequoia
“You helped us with the investment in Uber. Sam Altman was in that group as well. He helped with an investment in a little company called Stripe.”
Assertion Supported
Sequoia's seed, venture, and growth funds haven't grown in 5-7 years
“Our seed venture and growth funds today are no bigger than they were five, six, seven years ago.”
Assertion Supported
Palihapitiya: Sequoia was the sole VC to release 'RIP Good Times'
“There's a reason why in during the great financial crisis, there was only one organization that even had the courage, forget whether it was right or wrong at the time to even write the RIP Good Times deck, right? It was Sequoia.”
Assertion Contradicted
Calacanis: Sequoia's $517M Stripe investment is worth $10B
“Sequoia Capital has invested five hundred seventeen million in Stripe. That's currently worth about ten billion.”
Assertion Partly supported
Calacanis: Sequoia Capital led four consecutive preemptive rounds in WhatsApp
“Well, everybody learned from WhatsApp. And you know, shout out to the Sequoia team. Doug Leone, I think. And they did every round. Jim gets to know. Yeah. They did every round. So it was an internal round for, I think, four rounds in a row. So they just made p…”
Assertion Partly supported
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.”
Assertion Partly supported
Friedberg: Sequoia Heritage Fund was funded exclusively by GP capital
“They set up the Heritage Fund, and they set it up with only GP's money. It's got billions under management, and it's been making late stage private, but mostly public equity investing.”