Public evidence record
Founder · Altimeter Capital
Claim ledger
17 transcript-backed records
01 / belief
“Perot—people forget—dropped out of the campaign three weeks before the election. I think he's still got 17% or 19% of the vote.”
02 / belief
“I think that's right. I've gone on to raise a lot of money for people in politics for a lot of other great causes.”
03 / belief
“I think when we look back at this system in 10 years, it's going to be more vibrant, more capital, more access, more ideas.”
04 / belief
“I had the feeling at the time, and maybe it's just because at that point in time, I didn't believe in myself (perhaps) the way I believe in myself now, but it felt like a very personal ask, like give me money for my campaign.”
05 / belief
“I said, well, I can't tell you that, but he's one of the big online travel players. He goes, well, I think Barry wants to buy them too.”
06 / belief
“I think he's onto something and I appreciate that on principle, he has the same allergic reaction.”
07 / belief
“One of the things you correctly identify, which is, I think that unless you have an architecture, unless you deconstruct what's going on in the world and try to understand the theme, the human behavior that's driving these events, then you just have a bunch of data points that are disconnected.”
08 / belief
“I think among the folks who are doing this, we probably might be first among equals in terms of our insights into how to get public.”
09 / belief
“There were different ways to prosecute the strategy. I think there are some people who work the cocktail circuit.”
10 / belief
“I think funders care about that because at the end of the day, helping a hedge fund guy make a little bit more money or some venture capitalist make a little bit more money, it's not what gets me up in the morning.”
11 / belief
“The fund was 2000 and vintage, 2012–2013, I think. I'm not sure when that first round of Snowflake.”
12 / belief
“In that pool of capital, we could also do a certain amount of private investing. But we realized that for the venture and growth opportunities that we saw, we needed a longer duration pool of capital.”
13 / belief
“I learned through some pretty heady times with him. Then at the end of 2007, I said to him, I think I want to do my own thing.”
14 / belief
“The signaling effect is profoundly important and I think probably underestimated.”
15 / belief
“I don't remember what the exact share price was. I think the enterprise value at the time was somewhere around $175 million.”
16 / belief
“For us, that infrastructure layer in the cloud, all the enablement that would be required in order to get enterprise in the cloud was something we focused on (I would say) more than probably anybody else, and that proved to be a rich vein.”
17 / belief
“I think if they do, think of how elegant that Robinhood app is, or your Schwab, or Fidelity app, you open it up and they see all of these names.”