John Doerr of Kleiner Perkins with Ryan Panchadsaram + VC Sunday School: cap table management | E1379

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about this episode

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0:00 Jason and Molly intro the show, John Doerr, saving the climate and cap tables
01:54 VC Sunday School – When is a Cap table too messy?
07:29 Why VCs want founders to maintain more than 50% equity in the seed round
10:02 Odoo – Get your first app free and a $1000 credit at https://odoo.com/twist
11:08 What are the metrics for a red flag?
15:11 Interview – John Doerr and Ryan Panchadsaram, on the path to zero emissions
20:44 Bubble. Get one month free of a no-code plan at https://bubble.io/twist
22:17 Six objectives to reach zero emissions
30:22 The four accelerants needed to cut emissions in half by 2030 and hit the target by 2050
31:28 Revelo – Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
32:56 Where investors can focus to drive the biggest change, why the time for “individual action has passed” and we need collective action
35:22 Why Nuclear power is an important part of the plan, but will not be deployed in time
42:06 Identifying the biggest blockers to rapid progress
47:37 Lessons from funding solar companies, why they require more capital and more intellectual rigor
51:32 How Kleiner’s early climate investment portfolio performed
54:40 How Jason came to own the Roadster that KP Partner Ray Lane had ordered
56:29 How Kleiner invests in Beyond Meat
58:16 How John assesses founders and develops conviction to invest
1:03:52 John spending time with Jeff Bezos, how Jeff actually knew how to pull his own revenue numbers with a UNIX grep command
1:07:49 Why John thinks the Climate Crisis is under-hyped
1:16:13 Where should investors focus?