logo
episode-header-image
Dec 2021
37m 8s

20VC: John Doerr on Buying 12% of Google...

Harry Stebbings
About this episode

John Doerr is an engineer, venture capitalist, the chairman of Kleiner Perkins, and the author of the #1 New York Times best-seller Measure What Matters. For over 40 years, John has helped build some of the most generational defining companies of our generation. He was an original investor and board member at Google and Amazon, helping to create more than a million jobs. A pioneer of Silicon Valley’s cleantech movement, John has invested in zero emissions technologies since 2006. Check out his latest book, Speed & Scale: An Action Plan for Solving Our Climate Crisis Now.

In Today’s Episode with John Doerr You Will Learn:

1.) What was John's entry into climate change investing? Having backed the likes of Amazon and Google, why did John decide then was the right time to do a climate fund, a pandemic fund, an iPhone fund? How does John think about market timing risk today? How does John determine between risks he is vs is not willing to take?

2.) What was one of John's biggest lessons on risk and upside from working alongside Tom Perkins? How did the Google deal come together? Where did John first meet Larry and Serge? What convinced John to write them a $12M check for 12% of the company? Why was it a contested deal within the partnership? How did the discussion go internally?

3.) Why and how is climate innovating and investing different today than it was in 2008? What are the core OKR's laid out in the book, that we need to achieve as a society? Why does John believe that governments are the biggest problem to us achieving these objectives? What does John mean when he says, "I am hopeful but not optimistic"?

4.) What does truly great listening mean to John? How would John describe his style of board membership? What do the truly special board members do? What does John do that makes him often cited as one of the best at recruiting? What is John's biggest investing miss? How did it change his mindset and approach? What investment is John most proud of, that no one knows? 

Item’s Mentioned In Today’s Episode with John Doerr

John’s Favourite Book: How to Avoid a Climate Disaster: The Solutions We Have and the Breakthroughs We Need

Up next
Today
20VC: Do Margins Matter in AI? | Is Defensibility Gone For Good? | Is Vertical SaaS Dead in a World of AI | What SaaS Rules Are BS and No Longer Apply in a World of AI | The Future of Venture: Why Chanel vs Walmart is BS with Byron Deeter
Byron Deeter is a Partner at Bessemer Venture Partners, and one of the most renowned SaaS investors. Byron has led 19 unicorn investments, including IPO successes like ServiceTitan, Procore, Twilio, Box, Gainsight, Intercom, DocuSign, SendGrid. His portfolio includes eight compan ... Show More
1h 21m
Aug 21
20VC: Databricks at $100BN | Chamath’s SPAC Revival: Peak Mania? | OpenAI Staff Cash Out Billions & Sam Altman Will Spend Trillions | CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker
Agenda: 00:00 – Databricks hits $100B: Bubble or just the beginning? 03:15 – Is Databricks actually undervalued at 25x revenue? 07:40 – Are we on the verge of the biggest IPO wave ever? 11:30 – Can Andreessen’s Databricks bet return $30B+? 18:10 – Who really gets rich when mega-u ... Show More
1h 27m
Aug 18
20VC: Lovable CEO Anton Osika on $120M in ARR in 7 Months | The Honest Truth About Defensibility and Unit Economics for AI Startups | The State of Foundation Models: Long Grok, Short OpenAI, Why | Replit vs Lovable vs Bolt: What Happens
Anton Osika is the Co-Founder and CEO @ Lovable, the fastest growing company on the planet. In just 7 months, they have scaled from $0 to $120M in ARR. They have raised over $200M in funding from some of the best including Accel, Creandum and 20VC. Their latest round priced the c ... Show More
1h 8m
Recommended Episodes
Jul 2021
Private equity: what’s causing London interest?
With private equity deals up in recent years, IGTV’s Jeremy Naylor discusses what’s happening with Colin McLean, founder of SVM Asset Management, which has interests in the private capital space. What’s happening, why now, and what’s the outlook? Any opinion, news, research, anal ... Show More
14m 14s
Jun 2023
A road map to funding climate change solutions?
Developing nations have used an international summit in Paris to denounce the global financial system and demand radical reform. Rob Young hears what the problems are -- and ask if change is likely. As China, the world’s second biggest economy, experiences its hottest summer for ... Show More
27m 37s
Jul 2023
Bridgewater's Greg Jensen on AI, Inflation and What Markets Are Getting Wrong
Every industry is trying to figure out just how AI or Large Language Models can be used to do business. But Bridgewater Associates, the world's largest hedge fund, has already been at it for a long time. For years, it has explored AI and adjacent technologies in order to analyze ... Show More
57m 31s
Nov 2021
Silicon Valley and the climate crisis
As the world focuses its attention on climate, we’re looking to the money that could create real change. Venture capital is the type of financing that can take new ideas to the mass market and it’s finally looking to fund clean, green tech. First, to understand how start-ups go a ... Show More
18m 26s
Jun 2020
E6: Chris Schroeder shares valuable advice on entrepreneurship and venture investing
Chris Schroeder is a global angel investor & advisor to tech startups with a keen interest in emerging markets. Chris is the co-founder of Next Billion Ventures, a venture capital fund focused on the next billion digital consumers across global emerging markets, he is a Network P ... Show More
50m 39s
Oct 2018
096R | The Money Matriarch of the World & the Godfather of FI | Suze Orman & JLCollinsNH
096R | An in-depth conversation with JL Collins about a recent controversial interview given by Suze Orman, and clarification of what concepts are truly at the heart of the financial independence movement.   Frugal wins of the week from Brad & Jonathan: garbage pickup and cell ph ... Show More
57m 44s
Feb 2022
John Pfeffer - Adapt and Evolve - [Invest Like the Best, EP. 262]
My guest today is entrepreneur and investor, John Pfeffer. John was a partner at private equity firm KKR in the 2000s, Chairman of leading French IT company Groupe Allium in the 90s, and now invests his own money through his private family office, Pfeffer Capital. John is one of ... Show More
1h 54m
May 2024
Private Equity Spotlight: From Assembly Line to Investment Line with John Stewart
In this insightful episode of the "Karma School of Business Podcast," host Sean Mooney sits down with John Stewart, the visionary founder and managing partner of MiddleGround Capital. With a background that breaks the conventional mold of private equity leadership, John shares hi ... Show More
49m 41s