EP 18: Parker Conrad, Sequoia’s Leaked Deck, a Different Kind of Crisis and VCs vs. Hedge Funds

1

Introduction

00:00 • 2min

2

Cryptocurrency, Is That the New Acid Class?

01:57 • 3min

3

Is the Business Model of Investing in Cryptocurrencies?

04:32 • 3min

4

Is Adam Newman's Crypto Idea the Worst?

07:30 • 2min

5

Is This Worth Tens of Billions of Dollars?

09:06 • 5min

6

Is the Venture Model a Better Model for Lps?

13:42 • 2min

7

The Advantage Venture Has as a Business Is That Brand Matters

16:06 • 2min

8

Hedge Funds Are Better Than Venture Capitalists

17:52 • 2min

9

Investing in a Seed Fund

19:51 • 2min

10

Those Small Seed Funds Are Not the Best Place to Park Your Money

21:33 • 3min

11

Is There a Crisis in the Economy?

24:16 • 3min

12

Is This a Recession?

27:04 • 5min

13

Ylook Comp N Is Good for Consumers, Right?

31:39 • 4min

14

The Down Round Without Context or What?

35:33 • 4min

15

I Don't Think It Was a E. We'red Question Bit Dis Cycle

39:35 • 4min

16

How to Make a Dividend Calculator for an Employee

43:16 • 3min

17

How Do You Reset Prices?

46:26 • 2min

18

I've Got Five Use Cases I Want to Talk About

48:01 • 2min

19

Is the Crimson Serious or the Lampoon Satiric?

50:02 • 5min

20

You Know, I Had Cancer When I Was 23, Too.

54:50 • 2min

21

Sigfig Um, O Tha Company

56:32 • 5min

22

How to Raise a Lot of Money in a Business That Works

01:01:03 • 4min

23

Scaling Up Your Ops Work at Scale

01:04:55 • 4min

24

Zenefits

01:08:56 • 3min

25

Dall Guard, the Former Co of Success Factors

01:11:57 • 6min

26

The Sales Organization Reports to Parker, Not to Me

01:17:43 • 5min

27

What Do Founders Want From VCs?

01:22:17 • 4min

28

The Advantages and Disadvantages of a Par Firm With a Monitization Strategy

01:26:41 • 2min

29

Andreson Found a Short Cut to Get Worked

01:28:53 • 2min

30

The Problem With Distributed Employee Data

01:31:03 • 5min

31

People Soft in the Cloud?

01:35:41 • 5min

32

The Biggest Opportunity for a Compound Company

01:40:58 • 2min

33

The Advantages and Disadvantages of Modularity

01:42:38 • 5min

34

How to Get the Most Out of Your Time and Resources

01:47:29 • 2min

35

Do You Have a Chip on Your Shoulder?

01:49:02 • 2min

36

How Do You Think About Raising?

01:50:56 • 2min

37

How Did You Come Up With That Valuation?

01:53:19 • 4min

38

San Francisco - What's Your Perspective on San Francisco?

01:57:37 • 5min

39

The Prosecutors Aren't the Only Person in the Criminal Process

02:02:15 • 2min