The Ledger
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Raboy: WhatsApp is the only M&A exit to return a major fund
“You don't drive returns in venture to an institutional venture capital fund through an M&A. Like WhatsApp may be the only one that really drove a fund returning exit to a serious fund.”
Chamath: Meta acquiring WhatsApp for $17B could never happen today
“Today, that could never happen.”
Sacks: WhatsApp's massive VC returns resulted from capital efficiency and low dilution
“The reason WhatsApp was a home run is because it was so capital efficient. They didn't burn that much. They didn't raise that much. So there's very little dilution for everybody.”
Gerstner: Meta will launch major AI models and agents within six weeks
“Over the next four to six weeks. They're going to have massive launches out of the AI side of the business. I expect a lot more support for their open AI model or for their open LLM. I also think they're going to launch a bunch of agents on WhatsApp and Instag…”
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…”