Everett Randle
@EverettRandle
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Partner @kleinerperkins - prev: @foundersfund , @bondcap - ,
San Francisco, CA
Joined October 2009
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In a few months, GPT4 + Audio-to-Audio GPT + different GPT chat "personalities" via GPT jailbreaks = me walking around outside all day in SF prompting through my airpods looking like a schizophrenic talking to myself
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Every once in a while I look at Google’s early 2000s P&L and my mind just breaks
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RIP to these bull market artifacts:
- public company CEOs with NFT profile pics
- 7-figure+ founder secondary at Series A
- the 4-day work week
- rolling funds
- fund managers doing victory laps on podcasts
- EV/TAM
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Being rich in SF is driving a 10-yr old Prius but owning a $300K JPEG for your Twitter avatar (you have 2.4K followers)
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You can tell a lot about a person from their response to the ending of the movie Whiplash
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If there’s one thing Steve Jobs would love about Apple today it’s how much they have every other consumer tech company’s balls in a vice grip
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Scams against the less tech literate (eg the elderly) are going to get so wild in coming yrs. If grandparents are already wiring $ to scammers in response to low-quality impersonation calls, what happens when they answer a realistic FaceTime that’s a deepfake of their grandkids?
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Asked a friend who hasn’t drank in 3 months what changes he’s felt physically/to his health since doing it since so many people on here shill ditching booze.
“Literally the only change in the last 3 months is that I’ve had less fun”
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This is like that Chappelle’s Show skit about white collar crime
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I am going to read the fuck out of that Michael Lewis book on FTX / SBF
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May be a good time to remind people that Chris Dixon (
#1
on the Midas List!) has spent the last 2+ years on this site blocking and/or sending aggressive & mean DMs to anyone that dared voice skepticism about crypto or criticize him or the category in any way
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No comment on Adam Neumann/Flow but saying "he created a $4B company!" as an argument for him being a great founder is absurd. WeWork raised $10B+ in equity! He could have created 10x the equity value by just buying condos in Denver/Austin/etc. and doing nothing to them lmao
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Thrilled to announce I’m (re)joining Kleiner Perkins as a Partner to help lead our inflection/growth-stage investing strategy. I have an immense amount of respect for this team’s approach to & track record in backing history-making founders, and I’m stoked to be back on team KP!
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"Playing Different Games, or why Tiger is eating your lunch"
Feels like Tiger has been top-of-mind for everyone these last few months -- this is my attempt at an explanation for what's been going on, and why I'm very bullish on Tiger Global
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If there’s a single thing that I’ve become completely, 100% convinced of as I’ve progressed through life, it’s that agency matters far more than intelligence
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Brian Chesky is one of maybe 8-10 people in tech who are just clearly, viscerally exceptional. Put on earth to be a founder without a doubt
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@wileycwj
Yeah like:
- My mom, a kind, well adjusted woman: wow what a dark cautionary tale of emotional manipulation and abuse.
- Me, a psychopath apparently: I will do anything to taste that feeling of greatness what a motivational movie
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Pixar's first 10 films (excl. sequels) were: Toy Story, A Bug's Life, Monsters, Inc., Finding Nemo, The Incredibles, Cars, Ratatouille, WALL-E, Up, and Brave.
All absolute bangers/classics, no misses. Has there ever been another instance of such immediate+sustained excellence?
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Staying at an Airbnb in Joshua Tree this weekend built by FF PortCo
@coverbuild
and all I can say is... hoooly shit
@alexisxrivas
you are on to something
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Pictured: a Series B founder with moderate product-market fit opens an unsolicited envelope from Tiger Global
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Love that so many people (including prominent VCs) blindly shit talked Emmett Shear despite him being a meaningful part of the solution -- great reminder that you don't always need to voice your opinion on things, especially if you have no idea what's actually going on
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I wrote about Wave, one of the most fascinating emerging stories in global fintech. Wave is building affordable, widely accessible financial infrastructure for Sub-Saharan Africa in an effort to become the continent's first contemporary fintech platform
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I think we’re at the precipice of an amphetamine epidemic in the US. Post-Covid it now takes 30 minutes BSing a survey/Zoom to get an Adderall prescription. Appts for these DTC distributors are booked 3 mo out(!) It should not be this low-friction to access controlled substances
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i JUST got good at Notion and now i gotta learn Roam? 😩
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This FTX/Binance thing is some true Rockefeller, robber Barron shit and the closest thing to the 1800s Standard Oil/Carnegie Steel
Wild Wild West-style carnage that’s happened in a long time
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Boom - as far as I know (and I’ve done exactly 0 minutes of extensive research on this) the first tattoo designed by an AI. Naturally had to do it in my Hereticon shirt. Thanks
@sama
+ DALL·E 2 !
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Due to inflation, Daisy is now ~40 pounds (and still <4 months old)
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Bezos is ingroup now - we’re gonna get him in a group chat and red pill him
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It’s almost like forward growth and profitability assumptions are embedded in the price of an asset
Coinbase raised money in 2018 at an $8b valuation. It's currently trading at a $9b valuation. Meanwhile:
2018 Revenues: $520m
2022 Revenues: $3.3b
2018 Users: 22m
2022 Users: 101m
2018 Assets on Platform: $11b
2022 Assets on Platform: $101b
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Fundraising tip for Founders: If you are good at writing, write an "investment memo" on your biz & include it in your data room. Conveying your full pitch/vision consistently across convos in only 45-60 min is extremely hard - especially if your business is nuanced & vision big.
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How society will look in 2024 according to SPAC sponsors
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Why does my brain work better on an airplane? Is there a way to recreate these conditions on land?
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Met
@DanielSLoeb1
last night and unsurprisingly he's an awesome person.
My investment memo style is almost entirely inspired by reading his Third Point presentations & letters. Every investment is a story driven by evidence and no one did/does it better than Dan. Life is cool!
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Italian food in America so thoroughly laps Italian food in Italy that at this point it needs a different name entirely
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If you remove the word token it sounds like Chamath is just talking about SPACs and the SPAC Sponsor grift he ran all of 2020-2021
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Less than 2 weeks living back in SF and had my road bike stolen out of our closed garage 😞 love this city to death but will never get used to the feeling of unease/discomfort that comes with an invasion of personal space like that which has become all but casual here
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Delian rn
i gotta talk to whoever made this graphic and figure out how much
@EverettRandle
paid them to put him at the top
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TIL mike is a billionaire and the first thing I’m doing Monday is asking for a raise
@micsolana
Serious question, how does it feel to be a billionaire while promoting companies that leave workers in poverty? Do you ever feel bad about the massive income inequality? (It’s not every day that a billionaire engages me on twitter)
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Making a real effort to not take for granted the "3 dollar Uber across town" era of AI and I hope you are too
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In 15 years, when 65% of the US male population is blind from years of daily sun gazing, Andrew Huberman is going to publish a memoir about pulling off the largest scale prank of all time
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All of my fintech friends are invested in different payroll API companies 😂
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What % of people currently into NFTs would be if they weren’t also a get-rich-quick scheme?
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🎯 feels like I have a version of this convo weekly.
Lots of impressive growth in privates. But at monster valuations it doesn’t matter how you’re growing now. Only matters how you’ll grow at $500m+ ARR (or if you’ll even get there). That’s the real bogey. Few will, most won’t
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one surprisingly durable source of alpha in american capitalism has been taking an addictive substance and pushing its concentration within a food/beverage item well beyond any sort of reasonable limit. e.g. 70+ grams of sugar in a single crumbl cookie, Panera death lemonade, etc
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Can’t stop laughing at this 😭
The problem with Jack Dorsey and Elon Musk is that neither has built anything that’s actually profitable. At the crux of it they’re just really good snake oil salesmen. Stock promoters of the highest calibre. None of this is possible in web3. That’s why they’re intimidated by it.
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Thrilled to share that Kleiner Perkins has led Captions Series B and I joined their board. With a team of <20 Captions has built the leading creative suite for video content and we can’t wait to see what they have in store for creators in the coming months/years. More here:
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Where were you when Delian became a boomer?
our generations smartest minds went from working on ad optimization to digital ponzi schemes
a tragic misallocation of talent
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I've gotten texts from 5+ investor friends saying "My fund is definitely JC Penney :("
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Some smart kids are going to use (or are already using) Jasper et al to make their high school / college essay writing 10x+ easier & less time consuming. Will be funny to see when/what restrictions are placed on these products in educational settings and how they can be enforced
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If I find the time to actually maintain this I think it'll be a source of great entertainment (and/or anger?) here in a couple years. If you see any especially egregious financial projections from SPACs pls send them my way
cc:
@Post_Market
@nachkari
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Why does Miami Delian look like another long lost Pomp brother??
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Welcomed a new member of the family today — say hi to Daisy ❤️
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I read The Three-Body Problem and now I'm just mad at myself for not being a STEM major
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In honor of Lemonade's IPO today, let us remember one of the most insulting charts in the history of ARR or charts $LMND
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Drives me crazy when a VC says "w/ high growth publics down 50% we have to completely change our underwriting"
1.If a biz is going public in 4-5 yrs all that matters is mults in 4-5 yrs
2.Were you actually extrapolating those peak mults when pricing and if so, wtf?
Am I crazy??
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Me: Why is my Twitter feed so peaceful and harmonious this morning?
Twitter:
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“It was only sixty years ago that the number of transistors on a cutting-edge chip wasn’t 11.8 billion, but 4.”
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There is an entire archetype of venture/growth GP that is basically if a field sales rep was a bit better at career politics & learned what "magic number" and "rule of 40" meant
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My uncle Phil is making the most of the quarantine 😂😂
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"Lee Fixel might pre-empt" is the new "Yeah I heard Sequoia is taking a look"
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Can't remember the last time i was more uncomfortable listening to a pod than listening to Chamath try to gaslight Jason on the Uyghur humanitarian crisis. Kudos for the courage
@Jason
it's in short supply these days
E63 ‼️
-- insurrection (??) indictments
-- human rights in the us and abroad
-- potentially groundbreaking multiple sclerosis study
-- 🐷🫀 successfully transplanted into 👴
🔊:
📺:
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A major catalyst for the current venture capital environment was many venture/growth investors realizing that they aren't actually good at picking companies
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Not gonna lie this ConstitutionDAO thing is on the Mount Rushmore of Ls
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The strongest attestation of Rippling being an n-of-1 company to-date. The circumstances they faced would've been insurmountable to many, but this team moved mountains to do right by their customers and is now a stronger business with a LOT more capital.
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Fun find - Kleiner Perkins associate class circa 2018 on a trip to Yosemite. From left to right:
@josh_coyne
(now Partner at KP),
@daegwonchae
(GP at Bond),
@LucasSwisher1
(GP at Coatue), and me. Don’t worry guys I’ll catch up to y’all some day 😅😅
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My first (and likely last) podcast but how could i say no to
@Jason
’s charm!!
“Some of the best SaaS investors I know can barely do algebra... but they can connect the dots on a net new ARR chart... and that’s what has mattered the last 5 years”
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Harvey has quickly established itself as the go-to AI partner for the largest & most sophisticated professional services firms in the world, bringing the powers of secure, domain-specific foundation models to knowledge work.
We couldn’t be more excited to partner with the team…
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Something interesting on the horizon: there’s several software categories with growth-stage startups that scaled with “AI-driven” products that have only ever been “OK”, but could become excellent by integrating w/ GPT4 et al. Several meh markets could become white-hot overnight
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Incredible: Mobile money incumbent Orange announced massive price cuts today in response to Wave's momentum. Pre-Wave a $25 withdrawal cost ~6% in fees on Orange, and is now totally free! $100s of millions in fees are going straight back into the hands of West African consumers❤️
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>270x return in public markets over 5 years, & still ripping through the '22 market environment. Who has even heard of Enphase?? $ENPH
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@zebulgar
86 to 440 rev with >40% operating margins would prob go for >$100B in private markets today. IPO’d two years later in ‘04 at ~$23B market cap :’-)
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Dune Part 2 is the best theater experience movie I’ve ever seen by a fair margin
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The next version of the "How Couples Meet" chart below is going to be "what % of people count an AI/chatbot as one of their closest friends".
We're going to be shocked by how quickly people shift to primarily talking with AI agents, especially with improvements to multi-modal
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Home for the next couple months. Not quite Miami but it’ll do :)
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I'm all for high conviction in your investments & theses but there's ways to exhibit that while acknowledging the risks associated with them and just generally not being a jerk
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In 5 years
@Rippling
will be the Costco of employee-related software. Really in love with a branded product? Buy it! But for each major SKU, there will be the Rippling/Kirkland brand, less expensive but w/ comparable or higher quality. Scale economies shared + super-bundling FTW
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Me, basically daily: Del please don't send that tweet that attributes an individual's opinion to the entirety of FF and disparages a sector/space that many of us are passionate about
Delian:
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Imagine how much alpha you could create if you joined Softbank Vision Fund and just didn't make heinously bad investments
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Successful team offsite with the crew 💪🏽💪🏽
@zebulgar
@absoluttig
@LM_Braswell
@Vanthienen_m
#NoTwitterAmin
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If I ever end a tweet with “Time for a THREAD 🧵👇🏼“ please know that it’s a cry for help
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Oh god damnit
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Learned an embarrassing amount from this book - phenomenal cover-to-cover big kudos to
@scmallaby
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soooooo
@micsolana
promised me that he'd run for SF local office in 2022... if this got at least 2022 likes...
so twitter, vote with your feet (or fingers)
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