Arjun Sethi
18 statements across 1 episodes · 5 bullish · 2 bearish · 1 people on the record · first statement Mar 14, 2022 by Arjun Sethi · across every show →
On the record as a speaker too: Arjun Sethi's record, appearances and statements → this page counts the times other people say the name.
Everything said about Arjun Sethi, oldest first
Mar 14, 2022 neutral
Sethi: Tribe Capital invested over $1 billion across 12 top positions
“If you ask me about any of our top 12 concentrated positions where we spent upwards of a billion dollars just in like a very concentrated way, there's probably 20 to 30% of the companies that say, I think they could do it better, they could do it faster.”
Mar 14, 2022 neutral
Sethi: A startup's core product-market fit dynamics never improve over time
“One thing that never changes, and we've seen that across every company, we've been a part of Uber, Facebook, Airbnb, Lyft, et cetera. The list goes on where we built a lot of these growth and data science frameworks is that their product market fit and how the…”
Mar 14, 2022 neutral
Mar 14, 2022 positive
Mar 14, 2022 positive
Sethi: Tribe bases pro rata follow-on decisions on metrics, not board sentiment
“We don't rely on the last board meeting didn't feel good. So I don't want to do my pro rata. Or I didn't have a good conversation with the founder. We look very, very purely at the metrics and say, okay, great. If we were to upsize, what do we need to see?”
Mar 14, 2022
Sethi: Team built growth teams and products for Snapchat, Uber, Airbnb
“We did growth in data science consulting for Snapchat, for Uber, for Airbnb, all these companies. And when I say that, I don't mean it to be facetious. Like we actually sent and built teams for them. We would do multiple offsites with them. We would actually b…”
Mar 14, 2022 bullish
Mar 14, 2022 positive
Mar 14, 2022 positive
Mar 14, 2022 neutral
Sethi: Tribe Capital concentrates funds into 7 to 12 portfolio companies
“If on average, let's just say I have a hundred million dollar fund we had, I think it was roughly 15 companies, but probably concentrated to about seven. Fund two, same thing. It's about 12 companies. And you're not as ownership sensitive.”
Mar 14, 2022
Mar 14, 2022
Sethi: MessageMe team became rare outside shareholders in Telegram
“Part of the asset sale and team acquisition, interestingly enough, was that we ended up selling a small portion of our designs and products to Telegram, and so you see a lot of that today. So we're probably one of the only outside shareholders that own parts o…”
Mar 14, 2022
Sethi: Early-stage and $5B–$15B companies require the most investor support
“The earlier we invest, the more hands-on work. The later we invest, the less. There's more governance. But the much more later the company becomes in their life cycle, let's call it five, 10, fifteen billion these days that you see for a lot of our companies, …”
Mar 14, 2022 neutral
Mar 14, 2022 negative
Sethi: VCs demand high ownership targets because they are bad pickers
“A lot of the reasons why people focus on ownership, it's a hard thing to say is that they're just bad pickers. So if you say I can focus on 20, I want 10, 15, 20% ownership in this company. It's because they believe that if they make failure somewhere else tha…”
Mar 14, 2022
Mar 14, 2022 negative