8VC

“We were able to basically put together eight hundred million dollars in the span of like, what, five months.”

“We're seeing a lot of our companies, productivity is going up when you actually cut the bottom 20%, bottom 30%.”

“I had like, 200 different LPs giving me the money, so you think, I guess I'm not that controversial amongst the institutions, but I am amongst the media people.”

“This tends to happen in every cycle where the infrastructure gets overdone at some point. So that, but I think this is, again, speaking to our book, is I think some of the apps and services layer companies are a lot safer when that happens, but I don't know.”

“Obviously we have some bets in different parts of the stack. I'd say we're probably Most focus on level five.”

“A lot of our level five companies, whether they're doing healthcare billing or work, logistics workflows, or gosh, there's a whole lot of lists of them we can go through. Like they're using whatever models are best at the time, but they're swapping between mod…”

“Someone has built these models in me. Have you seen these things? It's really weird, and they send them to me, And it's them having a conversation with me, and it's, like, kind of annoying to listen to yourself already, but it's even more annoying if it's, lik…”

“You know, we have a weird version of this in investing, where our research is called expert calls, And we run into this all the time, where you're talking to this expert who's actually being paid money to teach you something about a product or an industry, and…”

“In this case, you either had large scale surveys, which were low fidelity, or manual interviews, which were lower scale, but higher fidelity. And now that you can have computers talk to people, you can have The scale of the survey with the fidelity of the manu…”

“This tends to happen in every cycle where the infrastructure gets overdone at some point. So that, but I think this, well, this is again, speaking to our book is I think some of the apps and services layer companies are a lot safer when that happens”