Peter Lacaillade

speaker

969 appearances 1 recordings 1 series first heard Aug 2025 last heard Aug 2025

Peter Lacaillade’s voice in public audio — every appearance, attributed to the second.

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This is bootstrapped software companies generally.

But Jeremiah Daly at Elephant Partners and his partner, Andy Hunt.

Jeremiah was previously at Summit Partners, Excel, and then Highland.

Andy Hunt was the

co-founder of Warby Parker, and then was at Highland.

And they founded Elephant.

That's been an incredibly successful investment for us.

Then we came into FundOne.

They had a company, Nova4, which is very big, was a public company, now taken private, but outstanding returns.

But then Jordan, Batman, West, and Gaddy have this firm called Radian.

They were both at Bain Capital Ventures, were very bullish on them.

Mickey, who was at Summit with Jeremiah Daly, and then was recruited to go to Sequoia.

When he was at Sequoia, he did some good deals, but he was like, Sequoia is not trying to get three Xs.

They're trying to get really- NVIDIA.

Yeah.

They're trying to get, so it was not the right fit for him at Sequoia.

The lowly 3X.

Yeah.

There's a story.

Yeah.

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