Fully Vested

The Mystery Meat Metric

Episode Summary

After another update on WeWork’s now delayed IPO and Airbnb announcing when they will likely IPO we discuss investing in VICE businesses and we explore the way that venture J curve returns work while reviewing information leaked from Adreesen Horowitz on their return results data across multiple funds.

Episode Notes

General

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WeWork (Update) and Airbnb (Update)

• Section starts at 10m15s
• WeWork.com
• WeWork's Crunchbase Profile
• Airbnb.com
• Airbnb's Crunchbase Profile
• $31B Airbnb Announces Plan to go Public in 2020 (Steven Tweedle and Aaron Holmes for Business Insider)

Vice Investing/JUUL

• Section starts at 18m40s
• JUUL.com
• JUUL's Crunchbase Profile

Venture Return J Curves

• Section starts at 51m25s
• Inside the Ups and Downs of the VC J-Curve (Jason D. Rowley for Crunchbase)
• Andreessen Horowitz Returns Slip, According to Internal Data (Zoë Bernard for The Information)
• J-Curve (Will Kenton for Investopedia)
• We Have Met The Enemy And He Is Us (A 2012 report from the Kaufmann Foundation)

About The Co-Hosts

• Jason D. Rowley is a data journalist for Crunchbase News, volunteers with the Python Software Foundation as an organizer of Startup Row at PyCon US, and sends occasional newsletters from Rowley.Report.
• -Graham C. Peck is a Venture Partner with Cultivation Capital and additionally helps companies build technology development teams in partnership with Brightgrove and other technology development organizations.