Aydin Senkut

Founder & Managing Partner, Felicis · 1 appearance on the record.

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investorfounderexecutiveoperator@asenkut ↗LinkedIn ↗felicis.com ↗Wikipedia ↗

Before transitioning to investing, Senkut was an early Google executive serving as the company's first product manager and first international sales manager. In 2006, he founded Felicis, scaling it into a venture firm known for early investments in companies like Shopify, Adyen, Canva, and Notion.

4statements → 4claims → 2claims resolved → 3.75/5average certainty → 1.25/5average debate potential →

2 supported 0 partly supported 0 contradicted 2 not checkable as stated how the 4 claims stand · each chip opens the sources

4 assertions · every statement was checked. The predictions and assertions are the 4 claims: statements the public record can support or contradict. 2 are resolved, and 2 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 Aydin 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
Senkut: PayPal lost $10 billion in market cap when eBay chose Adyen
“I remember last year, the eBay announcement came out PayPal took a ten billion haircut in market value, and all of a sudden, like, my LinkedIn, email, phone, Adyen, what is this?”
Aydin Senkut Jun 19, 2019 ▶ 12:46 How to build a $18B+ success story far far away from Silicon Valley with Adyen

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
100% certainty 3
100% 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

Everything Aydin Senkut said on the Official SaaStr Podcast that made the record, most notable first. Filter by type, assessment or year in the ledger →

Assertion Not checkable as stated
Senkut: Google and Facebook struggled with global payment complexity for a decade
“But then I found out that even companies like Google and Facebook were having challenges, 1015 years after their founding in certain countries in the world, dealing with complexity.”
Aydin Senkut Jun 19, 2019 ▶ 3:38 How to build a $18B+ success story far far away from Silicon Valley with Adyen
Assertion Supported
Senkut: PayPal lost $10 billion in market cap when eBay chose Adyen
“I remember last year, the eBay announcement came out PayPal took a ten billion haircut in market value, and all of a sudden, like, my LinkedIn, email, phone, Adyen, what is this?”
Aydin Senkut Jun 19, 2019 ▶ 12:46 How to build a $18B+ success story far far away from Silicon Valley with Adyen
Assertion Not checkable as stated
Senkut: Adyen had highest revenue per employee across Felicis' 300-company portfolio
“I know that Adyen was top in our portfolio in terms of revenue per employee. I think Adyen was also top in terms of 300 investments we made or so in terms of efficiency of those revenues, meaning that to generate that one extra dollar of revenue, how much capi…”
Aydin Senkut Jun 19, 2019 ▶ 19:42 How to build a $18B+ success story far far away from Silicon Valley with Adyen
Assertion Supported
Senkut: Adyen reached a market capitalization of over $22 billion
“If my calculation's right, I think market cap today is a little bit north of twenty-two billion.”
Aydin Senkut Jun 19, 2019 ▶ 0:30 How to build a $18B+ success story far far away from Silicon Valley with Adyen

Appearances (1)

EpisodeDateSpeaking time
How to build a $18B+ success story far far away from Silicon Valley with Adyen Jun 19, 2019 10m
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