Silicon Valley, every mention
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every year anyone Ted Seides 19Chris Dixon 10Joe Lonsdale 9Eric Ries 8Ashby Monk 8Chatri Sityodtong 7Steve Drobny 6Chris Sacca 6Chris Douvos 6Tim Sullivan 5
Verbatim, from the transcripts: the passages where Silicon Valley comes up
Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
- ▶ 18:55 Lauren Hochfelder We've been investing in industrial assets in and around Silicon Valley that are benefiting from the physical AI trends, among other things.
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
- ▶ 47:33 Baroness Dambisa Moyo We make a big effort spending time in Palo Alto and Silicon Valley.
- ▶ 49:16 Baroness Dambisa Moyo Silicon Valley seems like a flippant answer because then it sounds like you're just doing what everybody else is doing. 3 times in the scene
Moat Investing Nuances – Pat Dorsey (EP.509)
- ▶ 26:26 Pat Dorsey It's an outgrowth of the degree to which Silicon Valley likes to self-promote on venture capitalists who are at heart promoters.
Jack Kokko – Building the Google of Finance at AlphaSense (EP.461)
- ▶ 3:44 Jack Kokko My dream land was Silicon Valley
Tim Sullivan – Yale's Private Portfolio (EP.456)
- ▶ 8:26 Tim Sullivan Yale was already an investor with some of the preeminent firms in Silicon Valley and Boston.
- ▶ 27:51 Tim Sullivan You would go out to Silicon Valley and visit the firms we were invested with, and they were all making absurd amounts of money.
- ▶ 55:19 Tim Sullivan When I started, if you were a smart guy in Silicon Valley, you crawled on your hands and knees up Sand Hill Road to Sequoia or Kleiner Perkins and begged them to invest.
- ▶ 57:05 Tim Sullivan Spending time, particularly in Silicon Valley, but elsewhere, trying to build a network of smart young people that are
- ▶ 1:06:51 Tim Sullivan But we think if there are 5000 people in Silicon Valley writing these angel checks to entrepreneurs,
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 15:18 James Aitken We're not saying it's the end of Silicon Valley and innovation.
Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
- ▶ 55:21 Brett Barth Given how that market has evolved, and the number of really high quality smaller managers that may, but probably are not in Silicon Valley, and are really, really specific in terms of their domain expertise and their ability to be the…
Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430)
- ▶ 17:10 Anthony Pompliano The reason why that was so formative was, one, I got an up-close look at two of the best operators in Silicon Valley over the last 20 years.
- ▶ 20:40 Anthony Pompliano I did it out of necessity, which was when I started investing in 2016, I wasn't living in Silicon Valley anymore.
Mitchell Green - Lead Edge of Harnessing Networks (EP.429)
- ▶ 32:55 unnamed speaker So it actually caused us, in 19, we shifted the portfolio away a lot from Silicon Valley towards more bootstrapped entrepreneurs in Ames, Iowa, or Sarasota, Florida, or Niswa, Minnesota.
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
- ▶ 9:03 Mike Maples, Jr. And he said, if you're thinking about venture, you really ought to go to Silicon Valley and just see what's going on. 5 times in the scene
- ▶ 11:36 Ted Seides So you came at it with this healthy skepticism that you'd be able to be successful and an interest in what was going on in Silicon Valley.
Todd Simkin - Game of Trading at Susquehanna (EP.399)
- ▶ 37:49 Todd Simkin How do we not only attract technologists, but how do we attract technologists and traders to the suburbs of Philadelphia, as opposed to New York City or Silicon Valley?
Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383)
- ▶ 3:36 Alex Abell I think partly because they were located in the valley, we had a tremendous amount of exposure to private equity generally, but also venture capital more specifically, and they'd been investing in alternatives for probably 20 years.
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
- ▶ 57:35 Chris Dixon There's basically no Silicon Valley investment in the last two years from multi vertical VCs. 2 times in the scene
- ▶ 1:01:49 Chris Dixon He's emblematic of the best part of Silicon Valley, which is the karma, give back, help people,
Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
- ▶ 1:00:52 Michael Milken We're going to offer education to all of our citizens, and when you look at our country today, 50% of every software engineer or scientist in Silicon Valley in the last 30 or 40 years was not born in the United States.
Magnus Grimeland – Day Zero Investing at Antler (EP.369)
- ▶ 14:56 Magnus Grimeland You go to Silicon Valley, you obviously have the PayPal mafia, the Facebook mafia, and so on.
- ▶ 59:05 Magnus Grimeland Obviously in Silicon Valley, now we have the best networks in place for this in the world.
Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
- ▶ 11:14 Chad Summe And in my first chapter at Proctor, and I exercised in my last assignment, and just as we were taking the brand digital, got to see the environment of tech out in Silicon Valley that was working so closely with all of our brands, just how…
Chad Hutchinson – Professional Athlete to Professional Investor in Sports (EP.351)
- ▶ 32:00 Chad Hutchinson Like, I think some of the greatest tragedies I've seen in Silicon Valley is folks that peak when they're 35.
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
- ▶ 7:15 Rick Heitzman Obviously, being an East Coast guy with limited exposure to Silicon Valley and tech,
- ▶ 19:30 Rick Heitzman Then we looked at from a geographic basis, we can't be in Silicon Valley. 2 times in the scene
Bruce Ou – Private Market Investing at GroveStreet (EP.347)
Kipp deVeer – The World of Private Credit at Ares (EP.329)
- ▶ 8:49 Kipp deVeer You're in the valley and you're with this whole group of people who have very different mindsets. 4 times in the scene
Matt Breitfelder – Optimizing Investment Performance through Human Capital (Capital Allocators, EP.323)
- ▶ 56:42 Matt Breitfelder What's happening in the Valley.
Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
- ▶ 12:50 Chris Sacca The other thing about it was I wanted to get out to Silicon Valley. 3 times in the scene
- ▶ 18:35 Chris Sacca I was just doing anything I could to try and service that debt, and eventually was able to dig myself out of it, going to every business networking meeting I could find in Silicon Valley.
- ▶ 36:47 Chris Sacca Even some of the most prolific spray and pray investors in Silicon Valley passed on it.
- ▶ 48:00 Chris Sacca How long does it take a Silicon Valley web company to raise a debt round?
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- ▶ 33:19 Ted Seides What have you seen from sitting in and around the Silicon Valley community of best practices of how innovation gets created as applied to the investment office of these pools of capital?
Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311)
- ▶ 2:28 Aaron Sack Few years later, intent on going to law school, I did a year, and I'm grateful I did, at a corporate law firm in San Francisco, where I was surrounded by abject misery and despair, and was warned against going into corporate law, and this…
Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
- ▶ 1:14:01 Mario Giannini It really struck me the weekend that Silicon Valley was falling apart, and we were working through some stuff, when one of our more junior people said to me, oh, walk me through how a bank failure works.
William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)
Marshall Boyd – Meat and Potatoes Multi-Family Real Estate at IEC (Capital Allocators, EP.295)
- ▶ 17:59 Marshall Boyd There's a lot of ways to do well in investing, but what we believe makes the most sense for us on a risk-adjusted basis is to invest in apartments in areas where the schools are fantastic, the jobs are outrageously good, homes are very,… 3 times in the scene
John-Austin Saviano – Emerging Managers and IC Governance (Capital Allocators, EP.294)
- ▶ 9:44 John-Austin Saviano Gordon Moore having such huge esteem in the Valley, you were just a kid in the candy store.
Neal Foard – The Art of Storytelling (Capital Allocators, EP.290)
- ▶ 14:06 Neal Foard And then later when I was in Silicon Valley, executives would often come to me and say, hey, listen, can I run this by you?
Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
- ▶ 24:15 Charles Van Vleet Somebody in Silicon Valley says, great idea.
- ▶ 52:02 Charles Van Vleet You know, you need to, maybe you need to start to, to pick up a little bit more Silicon Valley reading, or biotech reading, or there's a lot of exciting things going out there to begin with.
Annie Duke – The Power of Quitting (Capital Allocators, EP.273)
- ▶ 48:25 Annie Duke They started thinking about it, and I think it was about 2008, and the idea was to build high-speed rail, like in Japan or other places, that would connect San Francisco and Silicon Valley to LA and San Diego to the south. 4 times in the scene
- ▶ 1:10:48 Annie Duke There's a whole long list of things that you might think he's super proud of, but what's interesting is the thing he's the most proud of is actually coaching founders to quit, which really goes against what we think about as Silicon…
Brent Montgomery – The Disney Flywheel at Wheelhouse (Capital Allocators, EP.265)
- ▶ 27:09 Brent Montgomery He did work with Silicon Valley, the TV show, Game of Thrones, an enormous deal.
- ▶ 44:29 Brent Montgomery They're Silicon Valley.
Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
- ▶ 15:18 Chris Dixon If they were run by a traditional Silicon Valley management team, they'd be taking money in every category.
- ▶ 38:27 Chris Dixon It's not at all strange to them in the way it is to Silicon Valley.
- ▶ 52:27 Chris Dixon I just met him and then he introduced me to a bunch of relevant experts and I think they all said negative things that he still invested and he helped me and he opened up this whole community and introduced me to people in Silicon Valley…
Larry Kochard – From Endowment Professor to OCIO Chief at Makena Capital (Capital Allocators, EP.250)
- ▶ 27:18 Ted Seides It was surprising to hear that McKenna with its roots in Stanford Management Company out in the Valley didn't have a bigger venture allocation, but there's so much going on after very, very strong returns last fiscal year. 3 times in the scene
Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
- ▶ 23:14 Steve Drobny We've been doing this for a long time, and in 2014, being based in LA, seeing what was happening in Silicon Valley, seeing what's happening in technology, we thought there's a real opportunity to get involved in technology here, but not in…
- ▶ 27:13 Steve Drobny Technology used to be in San Francisco, Silicon Valley. 5 times in the scene
Sebastian Mallaby – The Making of the New Future in Venture, Venture is Eating the Investment World 14 (Capital Allocators, EP.245)
- ▶ 19:57 Sebastian Mallaby He basically started by compiling a list of the 15 smartest people he knew in Silicon Valley, and going to have lunch with each of them, and at the end of the lunch he would say, can you tell me who is the absolute smartest person you know?
- ▶ 40:24 Sebastian Mallaby We just don't have that risk taking attitude that they have in Silicon Valley. 2 times in the scene
- ▶ 45:12 Sebastian Mallaby Venture investors in Silicon Valley
- ▶ 47:45 Sebastian Mallaby Companies in Silicon Valley that have built big operations in China may face a point where they need to separate the two brands.
Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244)
- ▶ 37:55 Steve Papa Boston culture very much is changing, but historically Silicon Valley was much more back a founder, 2 times in the scene
Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243)
Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
- ▶ 7:25 Arjun Sethi So I was born and raised in California, Santa Clara, and people used to joke that I was just a product of Silicon Valley.
Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
- ▶ 7:32 Annie Lamont So I got out of Stanford at the time that Silicon Valley was exploding. 2 times in the scene
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 1:02:07 Josh Wolfe You have people that were born and raised in Nigeria and Ghana and Kenya who have gone to Silicon Valley and trained at Stripe and Google and Facebook and Amazon and are coming back, and they're coming back
Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
- ▶ 12:17 Aydin Senkut and then I think it really helped me be one of the youngest students in the MBA program at Wharton, and then that helped me, like, with my first foray into Silicon Valley.
- ▶ 29:13 Aydin Senkut I just want to tell you that everybody thought for the longest time, Googles and Facebooks can only happen in Silicon Valley, but very quickly it became more democratic and international. 3 times in the scene
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- ▶ 11:51 Fabrice Grinda And as a twenty-three-year-old with very limited capital, not well-connected to the Valley or
Chris Douvos – The LP's Perspective from Ahoy Capital, Venture is Eating the Investment World 2 (Capital Allocators, EP.230)
- ▶ 23:50 Chris Douvos One thing that Silicon Valley is very good at is creating this recursion between value and perception.
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
- ▶ 16:27 David Rosenthal Like the university of California at Berkeley did this amazing oral history project of early Silicon Valley.
- ▶ 27:48 David Rosenthal They were one of the OG growth firms in the Valley IVP that you mentioned.
- ▶ 39:37 David Rosenthal He was an entrepreneur, early employee, entrepreneur, Silicon Valley operator type.
- ▶ 46:07 David Rosenthal People are even talking in Silicon Valley about, like, why is there not a native Goldman Sachs of Silicon Valley, and that's a really good question. 2 times in the scene
Jarrid Tingle and Henri Pierre-Jacques – Harlem Capital (Manager Meetings, EP.24)
- ▶ 7:25 Ted Seides For a long time, part of the thesis of Silicon Valley had to do with the entire ecosystem of talent that all comes together in a particular geographic community. 3 times in the scene
- ▶ 21:27 Henri-Pierre Jacques Silicon Valley exists for other founders, but doesn't exist for the founders that we're serving.
Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)
- ▶ 36:09 Christopher Zook So we're partnering with our relationships in Silicon Valley to be able to do that. 2 times in the scene
Bill Trenchard - First Round Capital (Manager Meetings, EP.23)
- ▶ 17:16 Bill Trenchard And, um, we were right out of school, and we just sold that to Microsoft, and that's really what brought me to Silicon Valley was that move, and that's what started the rest of the career.
- ▶ 21:02 Chris Douvos That brought you to the Valley.
- ▶ 24:11 Bill Trenchard Yeah, I'd say in the Valley today, there's really two types of investors and most fall in the first bucket.
Brian Higgins - King Street Capital (Manager Meeting, EP. 21)
- ▶ 12:44 Brian Higgins Today, they're going Silicon Valley and, and the like, but back then Wall Street was one of the areas of focus.
Richard Tedlow - Charismatic Business Leadership (Capital Allocators, EP.222)
- ▶ 35:35 Richard Tedlow But basically, the charismatic leaders that I live in Silicon Valley, that I see around here, are people who make believers out of skeptics.
- ▶ 38:17 Ted Seides And I'm curious, you've been sitting in and around Apple and Silicon Valley for a while.
Satya Patel – Homebrew (Manager Meetings, EP.18)
- ▶ 15:42 Satya Patel And we were fortunate having worked in the Valley for a long time and having a lot of relationships that we knew we'd be able to raise some amount of capital from
- ▶ 33:49 Satya Patel And so the name Homebrew is a throwback or a nod to the old Homebrew Computer Club of the seventies that started in the Valley.
- ▶ 40:37 Satya Patel And while it's been true that Silicon Valley has been kind of the epicenter and will continue to be for some period of time, it's also true that there is demonstrated success in markets all across the United States and all over the world… 2 times in the scene
Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
- ▶ 18:13 Savneet Singh And the thing that I like to say is that oftentimes Silicon Valley is a culture is about fun. 2 times in the scene
- ▶ 41:09 Savneet Singh When you're in a venture business or sort of that Silicon Valley type of world,
Paula Volent – Star Endowment Manager's Next Act at Rockefeller University (Capital Allocators, EP.219)
- ▶ 18:34 Paula Volent So of course, I took all the impossible ones, and I started going to Silicon Valley and making appointments, and Bowdoin, people said Bowdoin.
- ▶ 20:21 Paula Volent I used to go up and down Silicon Valley. 2 times in the scene
- ▶ 27:23 Paula Volent Silicon Valley a lot.
Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)
- ▶ 47:26 Matt Brown That technology company on Silicon Valley was called Apple.
Katie Hall – Hall Capital Partners (Capital Allocators, EP.213)
- ▶ 32:52 Ted Seides So from where you sit starting the business effectively out of the buyout world and certainly near Silicon Valley, would love to hear your perspective on, let's just start with private equity these days.
Jan Garfinkle – Arboretum Ventures (Manager Meetings, EP.09)
- ▶ 6:05 Roz Hewsenian So it's the based in Michigan part that's interesting, and it has to do actually with the fact that when Helmsley was formed as a foundation, we actually could not get into the Silicon Valley venture capital funds.
Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
- ▶ 21:55 Jonathan Lewinsohn We all spend a lot of time thinking about Silicon Valley, venture capital, who's going to make, you know, the robotic butcher that's going to change all of our lives.
Bill Ford – General Atlantic (Manager Meetings, EP.03)
Private Equity Masters 5: Virginie Morgon – Eurazeo (Capital Allocators, EP. 204)
- ▶ 50:08 Virginie Morgon I love that term that you find at the Silicon Valley, which is exponentiality.
Ashby Monk – Innovation in Institutional Portfolios (Capital Allocators, EP.196)
- ▶ 33:26 Ashby Monk It's like the way we build technology in Silicon Valley.
a16z Podcast with Linda Xie and Jesse Walden - All About NFTS (Capital Allocators, EP.189)
- ▶ 57:09 Jesse Walden I would describe that as the ownership economy, where in Silicon Valley, employees at startups get equity in the startup to align their incentives with the success of the company.
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 30:02 Jeff Hausenbold And then the success of Silicon Valley and the success of the first wave of companies from Cisco and eBay to the second wave of Facebook and Twitter to now the third wave of the DoorDashes and the SoFi's and the Airbnbs are leading people…
- ▶ 44:34 Jeff Hausenbold That's just the coopetition of what Sandhill Road and Silicon Valley is about.
David Baran and Kazuhiko Shibata – Friendly Activism in Japan at Symphony (Capital Allocators, EP.176)
- ▶ 1:02:24 David Baran It's like a series B round in the valley.
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