Arjun Sethi

1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

32statements → 13claims → 3claims resolved → 33%fully supported → 3.75/5average certainty → 2.16/5average debate potential → ≈4.5/5argument clarity, estimated →

1 supported 2 partly supported 0 contradicted 10 not checkable as stated how the 13 claims stand · each chip opens the sources

1 prediction · 12 assertions · 3 opinions · 4 insights · 12 disclosures · every statement was checked. The prediction and assertions are the 13 claims: statements the public record can support or contradict. 3 are resolved, and 10 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 Arjun 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

Sethi: Top 5% venture funds can have a 60% loss ratio

“Typical firms across early and mid would have up to, let's say a really, really good firm. It's 30% loss ratio, but on average, even as it's publicly available data, you can have up to 60% loss ratio, but you can be a top five percent firm.”

Arjun Sethi Mar 14, 2022 ▶ 36:32 Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)

Expressed certainty vs assessment result

none yet certainty 1

none yet certainty 2

50% certainty 3

75% 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 Arjun Sethi on measured tape to publish a rate. This says nothing about how they speak.

What they said32 Episodes1

Everything Arjun Sethi said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Assertion Partly supported

Sethi: Early Facebook apps reached 100M monthly active uniques in one year

“In about a year, I think we went from zero to over a hundred million in a month of active uniques for these apps.”

Arjun Sethi Mar 14, 2022 ▶ 10:37 Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)

Assertion Not checkable as stated

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…”

Arjun Sethi Mar 14, 2022 ▶ 22:54 Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)

Disclosure

Sethi: Tribe Capital bootstrapped its launch using SPVs

“So we bootstrapped it. And the way to do that, just like when you bootstrapped a company was that we started again, lucky that it was happening at that time. We started with SPVs. And built a brand around not the SPV, but that we were investing across early, m…”

Arjun Sethi Mar 14, 2022 ▶ 33:39 Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)

Disclosure

Sethi: Tribe generates 500 to 800 quantitative diligence reports annually

“We see like a, 2000 companies that are at the top of the funnel per year, roughly, give or take. We do this analysis between, I would say at the low end, 500 times a year, at the high end, up to 800. You have 800 artifacts. These reports are like 50 to a hundr…”

Arjun Sethi Mar 14, 2022 ▶ 35:09 Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)

Disclosure

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.”

Arjun Sethi Mar 14, 2022 ▶ 42:37 Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)

Disclosure

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.”

Arjun Sethi Mar 14, 2022 ▶ 1:02:42 Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)

Disclosure

Sethi: Marc Andreessen is an LP in Tribe Capital

“These are all folks that we've all been close with and partnered with in the past, Mark's an LP.”

Arjun Sethi Mar 14, 2022 ▶ 1:09:30 Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)

Assertion Not checkable as stated

Sethi: MessageMe peaked at 15 to 20 million monthly active users

“I think at its peak, 15 to twenty million monthly activity, it got there.”

Arjun Sethi Mar 14, 2022 ▶ 20:19 Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)

Appearances (1)

Episode	Date	Speaking time
Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the In	Mar 14, 2022	54m

Arjun Sethi

The record, in short

Their most notable supported claim

Expressed certainty vs assessment result

How they sound: not measured why? →

Appearances (1)

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