Bill Ford, CEO of General Atlantic, outlines the firm's evaluation of new growth equity strategies around climate change and energy transition.
0:00 / 0:36exact quote · 36.6s
720p mp4 · rendered on demand · StarZero watermark
“One area we have our eye on right now that we're spending quite a bit of time on is climate, sustainability, and energy transition, because we are starting to see more and more deal flow that in our core sectors like technology that are focused on this very, very important issue, and we're seeing a lot of a lot of entrepreneurship and a lot of innovation going at the major global problem of climate change and the need to transition the energy sector from carbon-based energy to alternative energy. So that's an example where I think some of our schools might be highly relevant to investing in that area, and it might call for a separate pool of capital, but that's sort of how we think about it.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Bill Ford
AssertionContradicted
Ford: San Francisco lost 100,000 residents due to progressive policies
“I'll probably get in trouble for this, but San Francisco has moved so far to the progressive end. They've lost a 100,000 residents out of 900,000 people.”
Bill FordJul 22, 2021▶ 40:36Bill Ford – General Atlantic (Manager Meetings, EP.03)
Opinion
Ford: China is an ambitious strategic competitor, not an enemy
“I'm pro-China. I'm open about it in the sense that I admire what they've accomplished in the last 34 years. I admire where they're going as a country. They are ambitious, just like the United States is ambitious, and they are a very strong strategic competitor…”
Bill FordJul 22, 2021▶ 51:38Bill Ford – General Atlantic (Manager Meetings, EP.03)
Opinion
Ford: China's innovation cycle is strengthening into life sciences
“I see their innovation cycle only getting stronger. What they've done in technology is well known with companies like Alibaba and ByteDance, but now in life sciences, they're actually becoming a real innovator in the life sciences space.”
Bill FordJul 22, 2021▶ 18:02Bill Ford – General Atlantic (Manager Meetings, EP.03)
PredictionDidn’t hold up
Ford predicts post-pandemic US inflation will dissipate within a year
“I think it's going to be natural to have some level of inflation here for a period of quarters. If it was a normal, gradual, cyclical recovery, or recovery coming out of a financial crisis like what you have all experienced, I think it's very, very different f…”
Bill FordJul 22, 2021▶ 50:41Bill Ford – General Atlantic (Manager Meetings, EP.03)
Disclosure
China represents almost 20% of General Atlantic's global portfolio
“China has been an incredibly important geography for us. It's almost 20% of our portfolio.”
Bill FordJul 22, 2021▶ 17:32Bill Ford – General Atlantic (Manager Meetings, EP.03)
PredictionNot checkable as stated
Ford: Stablecoins will prove more interesting than volatile crypto
“My own bet is that stable coin is going to be a lot more interesting than crypto because I think that takes out the currency risk and just says, yes, I want to transact in a digital environment, but I want to do it without taking the risk that when I convert b…”
Bill FordJul 22, 2021▶ 54:35Bill Ford – General Atlantic (Manager Meetings, EP.03)
Made with StarZero
Turn any episode into a week of clips.
This entire site, over 700 episodes transcribed, diarized, checked and made playable,
runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the
moments worth sharing, cuts them, captions them, and reframes them for every feed.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.