Jay Hoag

Jay Hoag, Founding General Partner at TCV, discusses TCV's investments in 350+ technology companies, including Airbnb. They explore the traits of successful entrepreneurs, the value of Strava and virtual communities, and their passion for finding a cure for Alzheimer's disease.

Jay Hoag, co-founder of Technology Crossover Ventures (TCV), shares captivating insights from his journey in tech investing since 1995. He recounts Netflix's transformative shift from DVDs to streaming, highlighting crucial decisions during challenging times. The conversation dives into customer retention strategies that emphasize easy cancellations and a focus on consumer experience. Hoag also discusses the mindset needed for investing through downturns, underlining resilience and strong leadership as key to navigating market challenges.

Jay Hoag, co-founder of TCV, shares his wealth of experience in venture capital, having backed giants like Netflix and Airbnb. He reflects on the evolution of investing, emphasizing the shift from hardware to software. Jay discusses the challenges of investing in innovative companies like Peloton and the necessity for long-term vision. He also explores how technological disruptions have opened up new opportunities, including cryptocurrency. Throughout, he highlights the importance of exceptional talent and resilience in driving success.