Don Valentine

4 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Jan 3, 2022 by David Rosenthal · said 20 times in 5 episodes since 2017 · across every show →

Mentions by year

brought up most by David Rosenthal (11), Sebastian Mallaby (4), Scott Malpass (3), Mike Gitlin (1), Michael Carmen (1)

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Everything said about Don Valentine, oldest first

Jan 3, 2022 positive
Insight
Rosenthal: Sequoia's Don Valentine valued industry perspective over financial acumen
“Don Valentine, who started Sequoia in the seventies, his big innovation in venture was this realization that, Hey, what mattered in early stage venture capital was not finance acumen. It was industry perspective.”
David Rosenthal Jan 3, 2022 ▶ 12:48 David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
Apr 11, 2022 positive
Assertion Not checkable as stated
Don Valentine's intervention at Atari birthed hands-on venture investing
“So he got into the hot tub, and he imposed discipline on that chaotic business culture. He took the genius of their games, and he compounded it and married it with a determination to actually make an organization that functioned. So Atari went from chaos to a …”
Sebastian Mallaby Apr 11, 2022 ▶ 16:00 Sebastian Mallaby – The Making of the New Future in Venture, Venture is Eating the Investment World 14 (Capital Allocators, EP.245)
Apr 11, 2022 positive
Assertion Not checkable as stated
Sequoia and Kleiner Perkins pioneered hands-on venture investing in the 1970s
“And these two companies, Sequoia and Kleiner Perkins, improvised two things in the 19 seventies. The first was this hands-on approach. Arthur Rock had been a financier by background. He had been important in things like devising equity stock options and devisi…”
Sebastian Mallaby Apr 11, 2022 ▶ 13:52 Sebastian Mallaby – The Making of the New Future in Venture, Venture is Eating the Investment World 14 (Capital Allocators, EP.245)
Jan 5, 2026
Assertion Supported
Capital Group housed Sequoia Capital externally to maintain focus on public markets
“Don Valentine had worked at Capital Group before founding Sequoia, and it was determined at the time that it was best housed outside of the four walls of Capital Group to keep the focus on active public management.”
Mike Gitlin Jan 5, 2026 ▶ 46:59 Mike Gitlin – The Century of Capital Group (EP.479)
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