Tiger Global Management

also referred to as: tiger · tiger global · tigers

9 statements across 7 episodes · 3 bullish · 3 bearish · 7 people on the record · first statement Jan 3, 2022 by Ben Gilbert · said 45 times in 17 episodes since 2020 · across every show →

Mentions by year

brought up most by Ted Seides (8), Sebastian Mallaby (7), Chris Douvos (7), David Rosenthal (4), Leigh Drogen (3), Sahil Bloom (2), Michael Ovitz (2), Joelle Kayden (2)

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0025410202020212022202320242025episodesmentions per episode
2025 5 mentions in 4 episodes 1 per episode
2023 3 mentions in 2 episodes 2 per episode
2022 35 mentions in 9 episodes 4 per episode
2021 1 mention in 1 episode
2020 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Tiger Global Management, oldest first

Jan 3, 2022 neutral
Insight
Gilbert: Venture fund scaling follows a four-minute mile dynamic
“It is taken as the canonical wisdom that you couldn't possibly do this strategy, and then when someone does, all other strategies feel really tenuous and obsolete quickly.”
Ben Gilbert Jan 3, 2022 ▶ 28:32 David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
Jan 10, 2022 neutral
Assertion Supported
Crossover investors like Tiger and Addition accelerated the venture market tempo
“And at the top end of the market, we've seen some non-traditional investors, the tigers and additions and global and such come in with huge sums of money and very quick cadence. And that's also contributed to the change in tempo.”
Chris Douvos Jan 10, 2022 ▶ 8:35 Chris Douvos – The LP's Perspective from Ahoy Capital, Venture is Eating the Investment World 2 (Capital Allocators, EP.230)
Jan 10, 2022 positive
Opinion
Tiger Global's 48-hour checks stem from deep prepared-mind diligence, not recklessness
“As you kind of go into the later stage, it's interesting because one thing that we've seen with Tiger, for example, Tiger doesn't take board seats. They don't care about operations. They're just extremely good at diligence. They're extremely good at prepared m…”
Chris Douvos Jan 10, 2022 ▶ 27:39 Chris Douvos – The LP's Perspective from Ahoy Capital, Venture is Eating the Investment World 2 (Capital Allocators, EP.230)
Feb 14, 2022 positive
Insight
Kayden: Tiger Global and Coatue win via fast checks without board seats
“One, we've seen the emergence of firms that write checks really quickly and are extremely aggressive, whether it's Tiger Global, D-One, CO-Two, name your favorite firm. That's just a very different strategy. They don't take board seats, but they're extremely k…”
Joelle Kayden Feb 14, 2022 ▶ 21:10 Joelle Kayden – Canvassing the Landscape at Accolade Partners, Venture is Eating the Investment World 7 (Capital Allocators, EP.235)
Apr 11, 2022
Insight
Late-stage VC is a beta game that gets crushed in downturns
“Because basically, late stage is a game where it goes great when you're harvesting beta and the market's going up, so beta is positive, and you get killed when it goes down.”
Sebastian Mallaby Apr 11, 2022 ▶ 38:18 Sebastian Mallaby – The Making of the New Future in Venture, Venture is Eating the Investment World 14 (Capital Allocators, EP.245)
Apr 11, 2022 bearish
Prediction Not checkable as stated
Tiger Global's 2021 fund will be a long, grueling struggle
“So the current fund has either got to be a big down fund, or they're going to eke it out. I suspect that's more likely. They're just going to take the time they need, redeploy money, move it around, ultimately return capital to investors, but it's going to be …”
Sebastian Mallaby Apr 11, 2022 ▶ 38:01 Sebastian Mallaby – The Making of the New Future in Venture, Venture is Eating the Investment World 14 (Capital Allocators, EP.245)
May 9, 2022 bearish
Opinion
Bloom: Mid-tier generalist VCs are a wasteland lacking clear value props
“The venture landscape had fundamentally changed. You were having this disruption where a barbell had formed, where on one end of that barbell, you have the Sequoia, Benchmark, Andreessen, Tiger Global, these like big name cache firms who, when they write a che…”
Sahil Bloom May 9, 2022 ▶ 48:21 Sahil Bloom – Creativity, Investing, and Engineered Serendipity (Capital Allocators, EP.249)
Jun 2, 2022 positive
Disclosure
Drogen: Starkiller models its investment approach on AQR and Tiger Global
“We try and pattern ourselves off of some mix of AQR and Tiger Global, and I think he's done it right, and he's taken his lumps along the way sometimes, but Times like this, he gets to come back and say, Hey, look, you know, the process works.”
Leigh Drogen Jun 2, 2022 ▶ 57:53 Leigh Drogen – Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting, EP.32)
Sep 22, 2022 negative
Insight
Wyden: Competing with Tiger Global and Coatue on Apple is functionally impossible
“I'm never going to beat Tiger Global or KOTU or anyone on Apple because they're going to have Yippit data and they're going to have robots and AI and credit cards and all of this stuff that's just going to make it functionally impossible for me to beat them.”
Adam Wyden Sep 22, 2022 ▶ 18:36 Adam Wyden - ADW Capital (Manager Meetings, EP.37)
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