Will Quist (@wquist) / X

Will Quist

8,261 posts

Will Quist

@wquist

Partner @slow

The Bay

Joined May 2009

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.
Will Quist
@wquist
Mar 19, 2025
However good you think Peter Thiel is, he is better than that.
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...
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.
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)?
The Verge
@verge
Sep 25, 2020
Nikola shows Silicon Valley can’t stop worshipping founders theverge.com/21454738/nikol…
Will Quist
@wquist
Jul 9, 2024
How we @slow think software will probably eat the world... docsend.com/view/ah5wvb6bi…
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…
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...
Will Quist
@wquist
May 2, 2025
Once you realize LP are just buying venture allocation and not venture returns, everything makes sense from there.
Jack Altman
@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
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
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.
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 😂
Candace Parker
@Candace_Parker
Jun 3, 2019
What the 8th grade basketball is going on lol
Will Quist
@wquist
Oct 2, 2024
A lot venture capital jobs have become about coverage versus underwriting, and that has lots of unintended consequences...
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.