Upfront Ventures
5 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Jun 28, 2024 by Mark Suster · said 21 times in 7 episodes since 2024 · across every show →
Mentions by year
brought up most by Molly O'Shea (18), Mark Suster (2), Chris Josephs (1)
tap a year for its mentions
2025 6 mentions in 4 episodes 2 per episode
- Raising a Trust Fund With Marc Andreessen & Paris Hilton | Sophia Amoruso · Sourcery with Molly O'Shea
- How Emergence Capital Bet Early on Zoom, Salesforce, Veeva—& Now Together.ai · Sourcery with Molly O'Shea
- Inside the $350M Pelosi Stock Tracker · Sourcery with Molly O'Shea
- How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
- every mention in 2025, scene by scene →
2024 15 mentions in 3 episodes 5 per episode
- Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
- David Weisburd, 10X Capital: Finding Alpha and LP Bias · Sourcery with Molly O'Shea
- Inside VC’s Existential Crisis: Jeff Morris Jr. on Surviving & Winning · Sourcery with Molly O'Shea
- every mention in 2024, scene by scene →
Everything said about Upfront Ventures, oldest first
Jun 28, 2024
Jun 28, 2024
Suster: Most tech markets are winner-take-most with weak returns for third place
“Most markets are winner take most. Number one takes the majority. Number two takes the rest. And number three is a set of steak knives. And If you back three, four or five, you're just not going to make a lot of money. You need extreme success in the category.”
Jun 28, 2024
Mark Suster says VCs must time trends for five-year horizons
“So it's our job to invest in something that we believe is going to happen in five years and being correct. If it's going to happen in a year, you probably missed the trend and there's probably 10 other VCs that were investing four years ago. And if you invest …”
Jun 28, 2024 negative
Suster: Going public without analyst coverage and institutional support is worse than staying private
“Going public, if you don't have coverage, and you don't have an institutional base that wants to invest in you, like, is worse than being private. Because you now have a fixed market cap that doesn't go up. You don't really have liquidity.”
Jun 28, 2024 positive
Suster: Disciplined valuations leave startups a much larger pool of potential acquirers
“There's a ton of companies that can acquire businesses for 100 to five hundred million dollars. There's not so many who can acquire it for two billion or five billion. So if you're disciplined as an investor, if you're disciplined as a founder, and you're fund…”