Sujay Jaswa

Founding Partner & Managing Partner, WndrCo · 1 appearance on the record.

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investorfounderexecutiveoperatoracademicwndr.vc ↗

Sujay Jaswa co-founded the technology holding and investment firm WndrCo alongside Jeffrey Katzenberg. Previously, he served as VP of Business and CFO at Dropbox, where he built its global business and finance organizations.

18statements → 9claims → 4claims resolved → 50%fully supported → 3.44/5average certainty → 2.56/5average debate potential →

2 supported 1 partly supported 1 contradicted 5 not checkable as stated how the 9 claims stand · each chip opens the sources

4 predictions · 5 assertions · 4 opinions · 5 insights · every statement was checked. The predictions and assertions are the 9 claims: statements the public record can support or contradict. 4 are resolved, and 5 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Sujay argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Jaswa: Quibi Content Was Roku's Most Popular in First Two Weeks
“One of the fascinating things is Roku bought the content library, and my understanding is in, like, the first two weeks of that content launching on Roku's ad-supported platform, it's the most popular content on there.”
Sujay Jaswa Jul 22, 2021 ▶ 6:55 Billion Dollar Wins -- and Losses · Joe Lonsdale

Their most notable contradicted claim

Assertion Contradicted
Jaswa: 95% of California private schools opened while public schools remained closed
“From August on something like 95% of private schools were open, while in California, basically no public schools were open.”
Sujay Jaswa Jul 22, 2021 ▶ 8:34 Billion Dollar Wins -- and Losses · Joe Lonsdale

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
50% certainty 3
100% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Sujay Jaswa on measured tape to publish a rate. This says nothing about how they speak.

Everything Sujay Jaswa said on American Optimist that made the record, most notable first. Filter by type, assessment or year in the ledger →

Opinion
Jaswa: Race-Conscious UC Admissions Policy Feels Strictly Anti-Asian
“I mean, to me, it just feels, you know, strictly anti-Asian, actually.”
Sujay Jaswa Jul 22, 2021 ▶ 11:05 Billion Dollar Wins -- and Losses · Joe Lonsdale
Assertion Contradicted
Jaswa: 95% of California private schools opened while public schools remained closed
“From August on something like 95% of private schools were open, while in California, basically no public schools were open.”
Sujay Jaswa Jul 22, 2021 ▶ 8:34 Billion Dollar Wins -- and Losses · Joe Lonsdale
Opinion
Jaswa: Teachers Unions Influenced US COVID Scientific Policy
“To realize that the teachers unions had so much sway that they could almost redirect scientific policy in this country.”
Sujay Jaswa Jul 22, 2021 ▶ 9:27 Billion Dollar Wins -- and Losses · Joe Lonsdale
Opinion
Jaswa: Mandatory dentist supervision unnecessarily inflates teeth cleaning costs
“You can't pay somebody professionally to clean your teeth unless they're supervised by a dentist. And so that's kind of an interesting notion because it's not that complicated a task, and as a result of needing that supervision, it ends up costing way more.”
Sujay Jaswa Jul 22, 2021 ▶ 4:35 Billion Dollar Wins -- and Losses · Joe Lonsdale
Prediction Not checkable as stated
Jaswa: Creators Will Run Everything in Business Over Traditional Business Executives
“I think the creators are the ones who are going to run everything. And technical people have a much easier path to creation than business people, but I actually think anybody can create things.”
Sujay Jaswa Jul 22, 2021 ▶ 14:54 Billion Dollar Wins -- and Losses · Joe Lonsdale
Insight
Jaswa: Target Underutilized High-Capex Assets to Lower Startup Activation Energy
“I mean, basically the thing to look for is where is a lot of capex go? And where is that, that thing not running 24 seven? ... And so as a result of that, your activation energy in those examples is low because somebody else has put all the infrastructure in p…”
Sujay Jaswa Jul 22, 2021 ▶ 18:04 Billion Dollar Wins -- and Losses · Joe Lonsdale
Insight
Jaswa: Early startup diversity depends directly on founder personal networks
“And so if your friend circle is not super diverse, your early employee base is not going to be super diverse.”
Sujay Jaswa Jul 22, 2021 ▶ 20:31 Billion Dollar Wins -- and Losses · Joe Lonsdale
Assertion Partly supported
Jaswa: Zoom Maintained a 10x Engineer Cost Advantage via Beijing Office
“Well, it turned out, I think their entire engineering team is in Beijing. The fully loaded cost per engineer, if I remember correctly, including equity and everything else, was 40,000 dollars a year. The fully loaded cost for any other software company has got…”
Sujay Jaswa Jul 22, 2021 ▶ 34:00 Billion Dollar Wins -- and Losses · Joe Lonsdale
Opinion
Jaswa: 95% single-party university faculty harms broad critical thinking
“I do think it's problematic that these universities, you know, 95% of the faculty vote for one party. That's, strikes me as not a healthy environment to, not conducive to teaching people kind of broad thinking.”
Sujay Jaswa Jul 22, 2021 ▶ 35:59 Billion Dollar Wins -- and Losses · Joe Lonsdale
Prediction Not checkable as stated
Jaswa: Privacy and security problems will grow 100x in a decade
“The premise behind Aura is that over the last 20 years, all of our digital lives have gotten more and more complicated and interesting, and yet every single person knows that security and privacy online are worse than they've ever been. And if you fast forward…”
Sujay Jaswa Jul 22, 2021 ▶ 1:42 Billion Dollar Wins -- and Losses · Joe Lonsdale
Insight
Jaswa: High activation energy areas are best tackled by acquiring companies
“What we try to find are what are areas where there's nobody working on it, and usually the reason there's nobody working on it is the activation energy that's required to get it going is too high, and that's why buying companies can actually be a really Great.”
Sujay Jaswa Jul 22, 2021 ▶ 2:36 Billion Dollar Wins -- and Losses · Joe Lonsdale
Prediction Not checkable as stated
Jaswa: Guardant Health blood tests might become routine annual cancer screenings
“We were both investors in Garden Health, which, you know, we might revolutionize how cancer is detected and how early it is. It might become part of our, you know, annual screening is just to get a blood test.”
Sujay Jaswa Jul 22, 2021 ▶ 3:59 Billion Dollar Wins -- and Losses · Joe Lonsdale
Assertion Not checkable as stated
Jaswa: Extreme Progressive California Ballot Propositions All Failed in November 2020
“There were a number of propositions that were on the ballot last November that were fairly, you know, extreme progressive, I would call them, and they all failed.”
Sujay Jaswa Jul 22, 2021 ▶ 10:11 Billion Dollar Wins -- and Losses · Joe Lonsdale
Insight
Jaswa: Fear of speaking out and career risk aversion is toxic
“My view is I would rather be surrounded by people who are out on a limb To be surrounded by people who are not out on a limb, even if they believe they should be, you know, that like, that's like that fear of putting yourself out there because you know, what's…”
Sujay Jaswa Jul 22, 2021 ▶ 24:15 Billion Dollar Wins -- and Losses · Joe Lonsdale
Insight
Jaswa: Silicon Valley Cost of Living Cripples Startup Engineering Headcount
“So, my single biggest fear for Silicon Valley is the cost of living. And the reason that matters is if you're a startup and you need to pay your engineers 250,000 dollars to, so that they can afford to live, almost by definition you can't afford that many engi…”
Sujay Jaswa Jul 22, 2021 ▶ 31:14 Billion Dollar Wins -- and Losses · Joe Lonsdale
Prediction Not checkable as stated
Jaswa: mRNA vaccines will transform treatment of every known disease
“Not only are they going to have changed the history of the world when it comes to COVID, I think they're going to change every type of disease that we know of.”
Sujay Jaswa Jul 22, 2021 ▶ 34:56 Billion Dollar Wins -- and Losses · Joe Lonsdale
Assertion Supported
Jaswa: Quibi Content Was Roku's Most Popular in First Two Weeks
“One of the fascinating things is Roku bought the content library, and my understanding is in, like, the first two weeks of that content launching on Roku's ad-supported platform, it's the most popular content on there.”
Sujay Jaswa Jul 22, 2021 ▶ 6:55 Billion Dollar Wins -- and Losses · Joe Lonsdale
Assertion Supported
Jaswa: WndrCo-Owned App VPN Super Gets 200,000 Downloads Daily
“We own a product called VPN Super, which is pretty consistently like a top 10 productivity app on iOS. It was built by a four person team in Singapore. This thing gets 200,000 downloads a day.”
Sujay Jaswa Jul 22, 2021 ▶ 28:13 Billion Dollar Wins -- and Losses · Joe Lonsdale

Appearances (1)

EpisodeDateSpeaking time
Billion Dollar Wins -- and Losses · Joe Lonsdale Jul 22, 2021 23m
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