Arjun Sethi
9 statements across 1 episodes · 3 bullish · 1 bearish · 1 people on the record · first statement May 17, 2024 by Arjun Sethi · said 1 times in 1 episodes since 2022 · across every show →
On the record as a speaker too: Arjun Sethi's record, appearances and statements → this page counts the times other people say the name.
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brought up most by Siddhartha Ahluwalia (1)
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Everything said about Arjun Sethi, oldest first
May 17, 2024 positive
Sethi: Good venture allocators concentrate in winners, not bridging strugglers
“So if you're, in my opinion, a good asset allocator, you're reducing your loss ratio and you're concentrating your capital and the products that are working. So you're not bridging companies. You're not reserving companies just because they got a series B or a…”
May 17, 2024 neutral
May 17, 2024 bearish
Sethi: Quick commerce companies still lack unit economics and free cash flow
“So one of the reasons why you've seen me not invest in, you know, quick commerce or any of the delivery companies that were there, they, A, they didn't have unit economics. They still don't today. They're trying to do growth at all costs. I think that can make…”
May 17, 2024
May 17, 2024 bullish
May 17, 2024 neutral
Sethi: Tribe Capital's sweet spot is $30M to $300M enterprise value
“We invest in a company at its, what I want to call, early-esque to mid-stage, series A, B, and C. So I basically think of it as fifty million enterprise, 30 to fifty million enterprise value, all the way to two 50 to three hundred million enterprise value. Tha…”
May 17, 2024 neutral
Sethi: Startups fail from product, go-to-market, or management depending on stage
“At the early stage, they don't work because their product doesn't work. At the mid stage, you might have the product, but their go to market doesn't work. And at the late stage, it's because the management team decides to do something extreme, and then the com…”
May 17, 2024 bullish