The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta | How to Play AI in the Public Markets | China & Europe: Is the Future Bleak | The Opportunity for Crossover Funds with Jeff Wang, Managing Partner @ SCGE
Jeff Wang
Shopify has been one of our biggest winners. It is also one of my bigger regrets in terms of post COVID. Coming out of COVID, we simply modeled a baseline that still had the post COVID trend continue to go up and to the right. And that was the case for a lot of e-commerce companies, right? So one thing that we got wrong is a lot of things return back to pre COVID.
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