Jay Hoag

11 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Jun 17, 2025 by Jay Hoag · said 1 times in 1 episodes since 2025 · across every show →

On the record as a speaker too: Jay Hoag's record, appearances and statements → this page counts the times other people say the name.

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Everything said about Jay Hoag, oldest first

Jun 17, 2025 neutral
Insight
Jay Hoag: Every great tech company enters a 'desert of disillusionment'
“Every area and every great company goes through a desert of disillusionment in investors' minds where, where it was great. And then all of a sudden there's people casting dispersions on the sustainability of it.”
Jay Hoag Jun 17, 2025 ▶ 6:58 Why This Veteran Venture Capitalist Avoids AI Hype | Jay Hoag Interview · Invest Like The Best
Jun 17, 2025
Assertion Not checkable as stated
Jay Hoag: Saved Netflix's CEO with the Heimlich maneuver in 2002
“I think it was in 2002 I had, I ended up having to do the Heimlich maneuver. So if value add is you save the life of a CEO he had a piece of meat that couldn't get the slides. There's two of us in the conference room.”
Jay Hoag Jun 17, 2025 ▶ 49:42 Why This Veteran Venture Capitalist Avoids AI Hype | Jay Hoag Interview · Invest Like The Best
Jun 17, 2025 neutral
Assertion Not checkable as stated
Jay Hoag: Microsoft spent over a decade in a 'desert of disillusionment'
“Microsoft from investor lens sort of wandered in that desert for more than a decade.”
Jay Hoag Jun 17, 2025 ▶ 7:26 Why This Veteran Venture Capitalist Avoids AI Hype | Jay Hoag Interview · Invest Like The Best
Jun 17, 2025 bearish
Opinion
Jay Hoag: Many private tech valuations exceed the scale for rational acquisition
“At some level, I think some of the values now are beyond the scale where they can get, get acquired rationally.”
Jay Hoag Jun 17, 2025 ▶ 11:51 Why This Veteran Venture Capitalist Avoids AI Hype | Jay Hoag Interview · Invest Like The Best
Jun 17, 2025
Assertion Partly supported
Jay Hoag: The entire venture capital industry raised just $4B in 1994
“The entire venture industry in 1994 raised four billion dollars.”
Jay Hoag Jun 17, 2025 ▶ 8:42 Why This Veteran Venture Capitalist Avoids AI Hype | Jay Hoag Interview · Invest Like The Best
Jun 17, 2025
Assertion Not checkable as stated
Jay Hoag: Historically, even mediocre years saw 50 to 60 tech IPOs
“Even in mediocre years historically, there were 50 or 60 US-based tech IPOs”
Jay Hoag Jun 17, 2025 ▶ 10:57 Why This Veteran Venture Capitalist Avoids AI Hype | Jay Hoag Interview · Invest Like The Best
Jun 17, 2025 neutral
Opinion
Jay Hoag: Tech regulation and tariffs are a historically new focus
“Particularly as technology has gotten so big over, you know, now the 30 years of TCV and the 43 years of my career the focus on macro, which is not something I spent a lot of time focusing on really is different. So regulation of tech how do tariffs impact, yo…”
Jay Hoag Jun 17, 2025 ▶ 1:18 Why This Veteran Venture Capitalist Avoids AI Hype | Jay Hoag Interview · Invest Like The Best
Jun 17, 2025
Disclosure
Jay Hoag: TCV requires unanimous approval from a three-person investment committee
“And then we actually have a three per, three person sort of final investment committee that has to be unanimous on investment.”
Jay Hoag Jun 17, 2025 ▶ 32:03 Why This Veteran Venture Capitalist Avoids AI Hype | Jay Hoag Interview · Invest Like The Best
Jun 17, 2025 positive
Insight
Jay Hoag: Paying up for top-tier tech companies produces long-term wins
“So I have a firm believer in the best quality technology companies. One may at different points in time have to be aggressive on valuation and pay more. But it will be a long-term win. So that's where the aggressiveness comes in. As opposed to thinking, well, …”
Jay Hoag Jun 17, 2025 ▶ 36:04 Why This Veteran Venture Capitalist Avoids AI Hype | Jay Hoag Interview · Invest Like The Best
Jun 17, 2025 positive
Opinion
Jay Hoag: The vast majority of top companies benefit from going public
“The vast majority of the best companies will benefit by being public over the long run.”
Jay Hoag Jun 17, 2025 ▶ 10:26 Why This Veteran Venture Capitalist Avoids AI Hype | Jay Hoag Interview · Invest Like The Best
Jun 17, 2025
Opinion
Jay Hoag: Tech growth investing competition has decreased since 2021
“So yes, competition's increased, but I'd say in the last three years, it's actually four years decreased.”
Jay Hoag Jun 17, 2025 ▶ 19:49 Why This Veteran Venture Capitalist Avoids AI Hype | Jay Hoag Interview · Invest Like The Best
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