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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On knee jerk tends to be when this has gotten across a certain point, like we're out of here.

And credit to Eric at a point for going like we've captured eighty percent of the value.

We could capture another 20% if we did Uber at Series A or if we did Suno at Series A.

And by the way, it's not just on paper.

I think there would be buyers for that position.

So in hindsight, I look at that and I go, like, were you anachronistic?

By the way, we didn't we didn't even seek to participate in that round.

We kind of go, we built our ownership position and we're done.

Like this is not the kind of investors we are.

We're looking for the next.

Seed stage round.

And I think, Harry, what we've done is we've drunk the Kool-Aid to such a large extent now.

You and I are so different that you're going, this is hot, let me go, go, go.

I'm going, I've got a smaller fund.

Where else can I really X my ownership versus getting a I don't know, 5X or 10X?

But of course, the environment makes you look quite silly in retrospect.

The question is, how long does

Does this environment go on?

There's so many different ways to play this and I think when you talk about Josh and, you know, a handful, they've killed it.

They've absolutely killed

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