1) Grateful for the kind words from Jeff Green, CEO of Trade Desk and top 20 CEO IMO.
Superb execution in a very difficult space.
Reminds me of the way Nvidia came out of a scrum of ~10ish "3d graphics" companies in the late 90s and emerged as dominant.
joincolossus.com
Superb execution in a very difficult space.
Reminds me of the way Nvidia came out of a scrum of ~10ish "3d graphics" companies in the late 90s and emerged as dominant.
joincolossus.com
2) My memory is slightly different btw.
It was a late stage round circa 14/15 and we extensively discussed the dominant incumbent.
I ultimately decided I couldn't invest *entirely* due to a conflict with an existing venture investment, so I sent it to a friend/competitor.
It was a late stage round circa 14/15 and we extensively discussed the dominant incumbent.
I ultimately decided I couldn't invest *entirely* due to a conflict with an existing venture investment, so I sent it to a friend/competitor.
3) The Trade Desk went on to singlehandedly return the competitors fund several times over and will likely be their single best investment ever!
Still painful to think about it.
Still painful to think about it.
4) Finally, I think of Jeff - and a few other CEOs - every time I read this dialogue from Dune:
"Many have tried. They tried and failed? No, they tried and died."
Very few could've done what he and his team did. Many tried.
"Many have tried. They tried and failed? No, they tried and died."
Very few could've done what he and his team did. Many tried.
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