David Frankel

speaker

1,234 appearances 4 recordings 3 series first heard Oct 2024 last heard 8 Aug

David Frankel’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in May 2026 with 2.

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You're at an off-site with a partnership and says, Who wants to do this?

And I go, oh my, like I love the early stage, right?

Like I kind of may do it, right?

And by the way, I am an opportunist as well.

I'm I think of myself as some kind of value investor.

So the interesting times for that for me have been when nobody

Funding, why?

And I think that person's great.

Or it's a consumer play.

And I know consumer multiples are lower, but this is a internet acquisition device, and these founders are better at acquisition.

So it's not in the hype, hype, hype, go, go, go.

I'm kind of amused.

To do this.

And people have done so well.

There are big funds, right, that have returned very well.

Right.

You've got to be in the right vintage.

But if you look at like Thrive or A16Z, they've had some big funds that have returned very, very well.

Yeah.

A little less since 2020.

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