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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in May 2026 with 2.
Appearances
We've never ever led another round.
So we have this view of like it would be negative correlation bias.
It would be unfair to everybody if we didn't be somewhat kind of uniform.
Do you
Some kind of framework is really, really necessary.
And I credit my partners over the years with that, of saying we may be writing bigger checks, but above that post-money valuation, it's really not our opportunity anymore.
And you can look in the rearview mirror and say, Man, I should have done Uber, I should have done SHIELD, I should have huge kudos and power to the people who did.
But a framework lets
You act very quickly.
And I would say credit to Eric Paley in this case is he always created some kind of discipline.
So the post money went up and up and up as rounds and the momentum and the size of money and the environment changed.
But we would never lead another round.
We've never done that in our entire history.
So we haven't been preemptive and we haven't been like we'll lead your Series A and we we we like you more.
more than others, but our ability to participate has always been
Era.
Like this has been the golden, golden era.
It's probably from a data driven approach, it's probably true.
Like if we'd followed on in Uber, Coupon, SHIELD, you name it sooner, if we just followed on, probably the data would show that we've done pretty well.
Our view would be we would have had to have followed on in everything.
Showing 341–360 of 1,234 · page 18 of 62
← Previous
Next →