Episode 1379

John Doerr & Ryan Panchadsaram of Kleiner Perkins + VC Sunday School: cap table management | E1379

Feb 6, 20221:19:08Watch on YouTube

Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp

0:00 Jason and Molly intro the show, John Doerr, saving the climate and cap tables

01:54 VC Sunday School - When is a Cap table too messy?

07:29 Why VCs want founders to maintain more than 50% equity in the seed round

10:02 Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist

11:08 What are the metrics for a red flag?

15:11 Interview - John Doerr and Ryan Panchadsaram, on the path to zero emissions

20:44 Bubble. Get one month free of a no-code plan at https://bubble.io/twist

22:17 Six objectives to reach zero emissions

30:22 The four accelerants needed to cut emissions in half by 2030 and hit the target by 2050

31:28 Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist

32:56 Where investors can focus to drive the biggest change, why the time for "individual action has passed" and we need collective action

35:22 Why Nuclear power is an important part of the plan, but will not be deployed in time

42:06 Identifying the biggest blockers to rapid progress

47:37 Lessons from funding solar companies, why they require more capital and more intellectual rigor

51:32 How Kleiner's early climate investment portfolio performed

54:40 How Jason came to own the Roadster that KP Partner Ray Lane had ordered

56:29 How Kleiner invests in Beyond Meat

58:16 How John assesses founders and develops conviction to invest

1:03:52 John spending time with Jeff Bezos, how Jeff actually knew how to pull his own revenue numbers with a UNIX grep command

1:07:49 Why John thinks the Climate Crisis is under-hyped

1:16:13 Where should investors focus?

Read Speed & Scale: https://speedandscale.com

FOLLOW John: https://twitter.com/johndoerr

FOLLOW Ryan: https://twitter.com/rypan

FOLLOW Jason: https://linktr.ee/calacanis

FOLLOW Molly: https://twitter.com/mollywood

Thanks to our partners:

Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist

Bubble. Get one month free of a no-code plan at https://bubble.io/twist

Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist

Listen here:

Apple: https://podcasts.apple.com/us/podcast/this-week-in-startups-audio/id315114957

Spotify: https://open.spotify.com/show/6ULQ0ewYf5zmsDgBchlkr9

Overcast: https://overcast.fm/itunes315114957/this-week-in-startups-audio