David Rosenthal: evaluation

Transcript context

…Or in person. This is really crazy doing the show, looking up and seeing people. You're going to hear all the parts where we say um, which we always cut, you're going to hear when I look at David and I'm like, “That didn't make any sense. Can we delete that in post?” Anyway, with all that, on to Convoy. On to Convoy. When Ben and I started thinking about doing this crazy thing and planning for our first independent live show here in Seattle—this is actually our second live show, our first was, thanks to our friends at GeekWire—there was only one company and one entrepreneur that we wanted on the show. That was Convoy and its co-founder and CEO, Dan Lewis. Not only because, as Minh mentioned, it is (as we speak) the highest-valued startup in the Pacific Northwest, having raised a whopping $668 million in total capital, but more so because its story illustrates a really important new theme in tech that we haven't talked as much yet about on the show. It's going to shape many of the next generation of great technology companies and that's taking all the lessons in tech from previous generation companies like Amazon where Dan worked, Airbnb, Uber, DoorDash, all of them that were focused on consumer-driven businesses and using that same tech to disrupt super-large, super old-school B2B industries. Obviously, Convoy is at the vanguard of this but they're not alone. There's Flexport out there, which folks might have heard of, RigUp in oil and gas, even our own portfolio company at Wave [...] which does this in the scrap metal industry. We're going to see a lot more of this in the coming years. We are super, super excited to have Dan Lewis, the co-founder and CEO of Convoy come up to join us. Come on up, Dan. Hi. I'm on, perfect.…

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