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 / belief
“Sequoia was, I think the phrase that Don at least used to use was “you invested in companies that were a bicycle ride away from headquarters here.”
02 / evaluation
“The others are not important. If you’re missing one, the other nine don’t matter.”
03 / belief
“Let’s abstract out some of the themes of this conversation to what’s applicable to entrepreneurs running their businesses, to us as we think about partnering with companies.”
04 / commitment
“Because you still have those investments, it would have been easy to say, “Yeah, these are zeroes, we're just going to do whatever,” but you roll up your sleeves and say, “No we're going to turn these into returning capital at a minimum.”
05 / evaluation
“My first three investments were IPOs, which was good, but it also builds a false sense of confidence because after that, I thought I knew something and I woke up one day in 2001, I looked at my ten boards and I said “Oh my God.”
06 / preference
“He explained to me what the ARPANET was, and he explained to me what open systems were. And yes, I went to Prime for a year-and-a-half because I wanted to sell computers on Wall Street because I knew that’s where the money was, but that was where the short-term money was.”
07 / evaluation
“He loved the sales approach because a great company has products from the inside out and the customers from the outside in, and he read correctly that I’d be a hustler but not in the word hustler that I would hustle, that I was smart, I was human, and he knew the question was can we reprogram him?”
08 / evaluation
“We learned that a public investment vehicle would help us in many ways, including how to look at these companies retrospectively.”
09 / preference
“” When I hear people can’t change, I chuckle a little bit because I felt like I changed, I felt like I had to rely on my gut, and I can’t have all the answers in tree structure prior to letting people create.”
10 / evaluation
“First of all, Sequoia V was $67 million because of a truly lack of ability to raise more money.”
11 / recommendation
“We’ve always done seeds but we’ve thought both for clarity of thought, marketing, we should do a C fund because we were starting to have a lot of C programs, such as a scout fund and a whole bunch of others we don’t really talk about.”
12 / evaluation
“We're going to bring these funds home. It was amazing how two different cats, with two different backgrounds, with two different styles who get along a lot, and really argue some as you would imagine, which is terrific, because that means we pour two different views on issues.”
13 / prediction
“Then, we also had a hedge fund because we realized that it’s way tougher to go from $0 to $100 million in revenues, from $0 to $5 billion in marketing cap than from $5 to $25 billion.”