4.4 • 637 Ratings
🗓️ 29 June 2022
⏱️ 27 minutes
🧾️ Download transcript
Bill Gurley is a General Partner @ Benchmark Capital, Bill, is widely recognized as one of the greats of our time having worked with the likes of GrubHub, NextDoor, Uber, OpenTable, Stitch Fix, and Zillow.
Doug Leone is the Global Managing Partner @ Sequoia Capital, one of the world’s most renowned and successful venture firms with a portfolio including the likes of Google, Airbnb, Whatsapp, Stripe, Zoom and many more.
Keith Rabois is a General Partner @ Founders Fund, one of the best performing funds of the last decade with a portfolio including Facebook, Airbnb, SpaceX, Stripe, Anduril, the list goes on.
Arthur Patterson and Jim Swartz founded Accel in 1983. Under their leadership, they have built Accel into one of the most prominent venture firms of the last 4 decades.
Michael Eisenberg is a Co-Founder and Equal Partner @ Aleph, with a portfolio including the likes of Lemonade, Melio and HoneyBook, they are one of the leading early-stage firms of the last decade.
Sonali De Rycker is a Partner @ Accel, one of the leading firms of the last 3 decades with a portfolio that includes the likes of UiPath, Miro, Spotify and many more incredible companies.
Fabrice Grinda is the Founding Partner @ FJ Labs, with over 700 investments, Fabrice has had over 250 exits and built a portfolio including Alibaba, Coupang, Airbnb, Instacart, Flexport, and many more.
1.) How does the current environment compare to prior busts?
2.) How will the changing interest rates impact the startup funding climate moving forward?
3.) Why is the rate of inflation the only true metric which reveals the ultimate fate of the economy?
4.) What are the world's leading investors telling their founders?
5.) How are the best investors in the world thinking through reserves management?
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0:00.0 | Every once in a while there's what we call it bubbles, where people say, well, that's invincible. |
0:03.7 | It can only go up. When that confidence is withdrawn, then the prices can collapse. |
0:10.7 | For many investors and founders operating today, this is the first crash that they've seen in |
0:15.5 | their professional life, me being one of them. And so today I wanted to bring together the lessons |
0:20.0 | and wisdom from some of the |
0:21.2 | best investing minds of our generation, from Bill Gurley to Doug Leone to Excel's founders and more, |
0:27.1 | sharing, as I said, their wisdom on prior bus, how it impacted their mindset and how they would |
0:32.5 | advise this generation of investors who are experiencing a downturn for the first time. This is such a special |
0:38.1 | show. And I would really love your thoughts on this compilation style episode. You can find me on |
0:42.9 | Twitter at Harry Stebbings. Let me know what you think. I would love your feedback. But before we |
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