An in-depth look at Mike Speiser's investment playbook at Sutter Hill Ventures; Speiser incubated Snowflake, of which he was a founding investor, as interim CEO
In Formula 1 racing, you can win a world championship as a driver with one team but then not even make the top 10 without that team's car and infrastructure. Tweets: @modestproposal1 , @pridesai , and @mgirdley Tweets: Modest Proposal / @modestproposal1 : Great post by @kevinakwok on Mike Speiser, who incubated Snowflake among others. It's a fascinating story, Speiser's hit rate and returns are incredible. But also shows persistent outsized returns often require doing something differentiated, and hard. https://kwokchain.com/... Priyanka Desai / @pridesai : tbh this is the first i have come across this model, weird approach of private equity type operations for early stage start ups. anyone else doing this? https://kwokchain.com/... Michael Girdley / @mgirdley : Frank Slootman is cool but I think Mike Speiser is my new spirit animal. (Is this what being a teenage girl and reading every page of Tiger Beat was like?) https://kwokchain.com/...