The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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Blond: Founders Fund avoided AI, health tech, and ed tech deals
“You mentioned AI founders fund didn't really do AI. So even if you were dot AI the last 18 months, it was like a no-go regardless of the success of the business. We didn't love the categories of like health tech and ed tech.”
Blond: A $1B exit no longer moves the needle for large VC funds
“What you're describing is as Peter described the power law venture, where there can be a series, a, an exceptional company that is raising money at 30 to forty million dollars, which I think is probably the Middle of the road series a right now and a billion d…”
Blond: 2022 SaaS slowdown not driven by budget cuts on new sales
“I am not seeing much influence on a company's ability to sell their product, to acquire new customers. And I am not hearing, you know, one of the biggest Problems today in our business is that potential customers are cutting budget, and they're not able to buy…”
Blond: Growth-stage venture investing is nearly nonexistent in late 2022
“On the growth stage side many of the best companies raised a lot of money last year, and given what's happened in the public markets, it's difficult to justify, certainly an up round and maybe even the valuations at which, Those businesses raised, and many of …”
80% of SaaS companies misdiagnose demand bottlenecks as conversion issues
“The bottleneck in four out of five companies that I speak with is opportunity creation. It's demand gen. And this is oftentimes misdiagnosed as conversion rates.”
Blond: Five Senior Founders Fund Personnel Relocated from SF to Miami
“At the beginning of 2020 everyone in Founders Fund was in San Francisco. There may have been an exception or two. And today in this office there's Keith Matias, Delian myself as the investors. Mike Solano's a VP here not on the investing side, but five fairly …”