Acquired / episode intelligence
Speakers in the public record
Claim mix
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
13 published records
01 / commitment
“For folks who don’t know, we have started catafying the playbook from each episode in some written bullet points, which no doubt we will do for this playbook episode with Sequoia.”
02 / belief
“I think I heard a stat recently that Amazon made as or more money in its 21st year after IPO than the entirety of the 20 since IPO.”
03 / belief
“I think the simple answer is that we at Sequoia want to identify the most important companies of tomorrow as early as possible.”
04 / evaluation
“I want to switch gears a little bit here and talk about market size, which, for any early-stage entrepreneurs listening who are currently in a small market but are dreaming (as the way you put it out for it could be a big market), encountered the experience of banging their head against a wall because entrepreneurs keep getting these past emails from venture capitalists that say, market’s too small.”
05 / evaluation
“When we distribute, yes, it’s because it’s maybe the end of the life of the fund, but it’s more about even when we distribute we hope that the company has much longer prospects than the day we send the shares to our LPs.”
06 / preference
“Obviously, you need a long time horizon as we’re talking about that’s the way to compound capital.”
07 / evaluation
“It’s a testament to compounding, the thing that people don’t get right and it’s hard for us to understand compounding because we’re human and we like linear projections as opposed to exponential projections.”
08 / preference
“The reason we keep it small is because what we enjoy is to partner with the founders as early as possible and help them and their companies reach their full potential.”
09 / evaluation
“There is an element of meeting founders that even if you don’t agree with them, it’s infectious to hear them speak because they’re painting a future of the world that’s just different.”
10 / observation
“He would work and try to understand the landscape of what it was possible—where were the white spaces, where were the places that you can actually build a company—because the incumbents, the legendary companies of the past were not so much focused on those areas.”
11 / evaluation
“People have always wanted instant gratification, but the ability to get an on-demand workforce was not available in 1999 because not everybody was carrying a mobile phone.”
12 / evaluation
“In other cases, it’s less easy because you actually have to dream that the market gets bigger, that you’re going to change behavior, you’re going to take away from a different way that people used to do something.”
13 / prediction
“The move to SaaS was actually identified way before this current wave because as soon as you saw people moving racks into colocation spaces, you could see that more and more software is going to be written and put in the cloud. It tool AWS coming around where developers are starting to bill for the first time right straight into someone else's racks, not your own, that you're like, okay, well this is going to carry for a long period of time because it lowered the cost of starting a company.”