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Will Quist
@wquist
Partner @slow
The Bay
slow.co
Joined May 2009
1,136
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  • user avatar
    Will Quist
    @wquist
    Jan 11, 2022
    Casually dropped in the 'About Sequoia' section of a press release... "In aggregate, Sequoia-backed companies account for more than 25% of NASDAQ’s total value" That is mind blowing and under-appreciated. As good as you think @sequoia is, they are better than that.
  • user avatar
    Will Quist
    @wquist
    Mar 19, 2025
    However good you think Peter Thiel is, he is better than that.
    305K
  • user avatar
    Will Quist
    @wquist
    Mar 24, 2021
    1/ Everyone in and around venture land is saying or hearing the same thing: "The market is totally bananas / makes no sense / [insert some similar description]" I am not so sure. When viewed from the POV of most funds, it actually makes a lot of sense...
  • user avatar
    Will Quist
    @wquist
    Nov 13, 2020
    1/ ‘Fintech Infrastructure’ seems to be on the radar for every venture fund these days. Consensus seems to be that it’s a major opportunity. I thought so too.
  • user avatar
    Will Quist
    @wquist
    Sep 25, 2020
    Wait - how is Silicon Valley, literally or even figuratively, on the hook for funding a Utah based company that never raised from any traditional venture capitalists (insofar as I can tell)?
    user avatar
    The Verge
    @verge
    Sep 25, 2020
    Nikola shows Silicon Valley can’t stop worshipping founders theverge.com/21454738/nikol…
  • user avatar
    Will Quist
    @wquist
    Jul 9, 2024
    How we @slow think software will probably eat the world... docsend.com/view/ah5wvb6bi…
    193K
  • user avatar
    Will Quist
    @wquist
    Mar 9, 2023
    Feels like we should all be able to agree that raising $6b at a $50b valuation to pay the IRS and create liquidity for employees is not venture capital…
    117K
  • user avatar
    Will Quist
    @wquist
    Apr 19, 2021
    1/ Founders have to wear a lot of hats, but I think their most important role is to be a great investor. Somehow that has become a contrarian opinion, or at least something that isn't discussed much in the venture ecosystem...
  • user avatar
    Will Quist
    @wquist
    May 2, 2025
    Once you realize LP are just buying venture allocation and not venture returns, everything makes sense from there.
    user avatar
    Jack Altman
    Benchmark
    @jaltma
    May 1, 2025
    There has been lots of talk recently about how the new cohort of mega funds might play out in venture. Josh had the most cogent analytical take I've heard, the "venture arrogance score".
    00:00
    49K
  • user avatar
    Will Quist
    @wquist
    Apr 22, 2025
    We are going to see more GPs distribute private stock to LPs. And those LPs will hire folks to help manage the liquidity. And everyone forget that this is exactly how it worked in the 70s, 80s, 90s - just with less liquidity and more fees cause back then we just used the
    58K
  • user avatar
    Will Quist
    @wquist
    Nov 12, 2020
    Best piece of advice I have heard in a long: "Good story telling dramatically lowers the cost of capital". Universally applicable.
  • user avatar
    Will Quist
    @wquist
    Jun 3, 2019
    “The Raptors treated Curry like he was The Fresh Prince playing for Bel Air Academy and refused to let him get the ball or get off a shot.” h/t @ThompsonScribe 😂
    user avatar
    Candace Parker
    @Candace_Parker
    Jun 3, 2019
    What the 8th grade basketball is going on lol
  • user avatar
    Will Quist
    @wquist
    Oct 2, 2024
    A lot venture capital jobs have become about coverage versus underwriting, and that has lots of unintended consequences...
    23K
  • user avatar
    Will Quist
    @wquist
    May 10, 2024
    It’s only venture capital if you don’t use excel to invest, otherwise it’s just sparkling private equity.
    24K