Emergence Capital

“Remember, it's equity dollars and debt that's going into this, so five hundred billion is probably a hundred billion of equity, of money going in that is sort of risk money, the rest is building out The infrastructure, 25% of it goes to buildings and cooling s…”

“When you've come through the firm for many years, you're not as apt to say, ah, you know, I just landed this great deal, and I'm not getting, you know, extreme amounts of credit for this. I think I'll just take off and go somewhere else, because you've been pa…”

“Figma was one that we all, back to we work as a team, we all looked at Figma back when their revenue was low, but their engagement was incredibly high and spreading within organizations, and we just couldn't get comfortable. We were a little biased on if we're…”

“So for example, we just invested in a company called Bolt, or previously the parent organization called StackBlitz... They've gone zero to 20 million in run rate in two months. And we were lucky to lead their series, be there.”

“They used three million dollars. Thank goodness. It was our three million dollars worth, but that was all they needed to get to this scale of a, you know, a two and a half billion dollar revenue plus company.”

“No long gone are the days where you're going to have to raise Billions of dollars before you go public. 15 years down the road, you actually can follow the Viva capital efficiency story and build a really great company that can drive a really strong venture ou…”

“Second one was Twilio. Twilio develop developer first, you know, kind of model. And we weren't as clear as to the power, the kingmaker, Or queen maker of developers was not as obvious to us”

“There's one in our portfolio, Mechanical Orchard, that's working on legacy to modernization efforts, moving things from on-premise mainframes to the cloud. And that is very much on a project basis... They're pricing based off of the outcome of being able to su…”

“Venture is a hits business and you have to be able to have one or two really exciting companies in each portfolio and produce wonderful LP returns for our investors. And if you're either too small where you simply can't be in those great companies or too big w…”

“We are coming out of stealth, having raised a fourteen million dollar seed round from Nat Friedman emergence and terrain.”