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Chris Zeoli
@chriszeoli
Partner @wing_vc and former founder ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฎ๐Ÿ‡นโšฝ๏ธโ˜€๏ธ๐ŸŒ†
Palo Alto, CA
Joined May 2010
Posts
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    Indian Americans are crazy impressive โ€” 1.3% of US population but have founded 23% of US unicorns ๐Ÿฆ„
    Total US population: 33 crores Total Indians in US: 0.42 crores Total unicorns in US: 290 Unicorns by NRI Indians: 67 Indians are 1.3% of US population, but have founded 23% of US unicorns!
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    The Indian SaaS scene is very underrated ๐Ÿ‡ฎ๐Ÿ‡ณ Freshworks and Zoho are the first businesses worth $5-10B each, on the back of ~$500M ARR each and still growing 50%+. Next generation looking very promising. Hats off to Indian entrepreneurs who are building a startup ecosystem๐Ÿงข ๐Ÿ‘
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    Funny pick me up: All the K-12 students that now have online classes are giving Zoom 1-star reviews on the App Store Poor Zoom going to have WebEx level NPS after this is over Can only imagine Zoomโ€™s customer support team reaching out to kids to resolve their issues ๐Ÿ˜‚
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    Anecdotally see that some Bay Area high schools have more founders than top universities: - Menlo School - Lynbrook - Monta Vista - Harker - Gunn Wild. Where else does this exist?
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    Stat that blew my mind: ๐Ÿคฏ Zoom did more in operating cash flow ($411M in Q3, $1.65B annualized) than Salesforce ($350M in Q3, $1.4B annualized) did in the most recent quarter ๐Ÿ’ฐ Amazing considering $ZM's scale is ~15% of $CRM's -- $3.2B ARR versus $21.8B
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    NFTs are cool, but bought some 50 year old art from a local Indian artist in Singapore. Her eyes will follow you any part of the room you are in. The painting is made with real gold polish.
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    After Q2 earnings, Shopify is valued at $125B+ growing >100% YoY, $120B+ of annualized GMV, and over 1.5M merchants. @Base10Partners is on the pulse of this trend and excited to see what's next for commerce tools. More here: base10.substack.com/p/faster-than-โ€ฆ @RexhiDollaku @tjnahigian
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    12 months ago: - Teladoc valued at $5.2B - Livongo valued at $3.2B Start of 2020: - Teladoc+Livongo worth combined $8.5B Today: - Livongo acquired at $18.5B valuation - Combined entity valued at $37B - The largest digital healthcare deal ever COVID changed this space forever
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    Replying to @sfchronicle
    Incumbent trust fund baby is laughable. You think his parents gave him Tesla, SpaceX, Starlink, etc.?
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    1// Of all the S-1s this year (Uber, Lyft, Pagerduty, Slack, etc.) & the 17 others in SaaS in 2018, Zoom is #1 in growth rate by a wide margin (120% growth, next closest is Slack and Pagerduty in 50s%; for 2018, Elastic at 70%). Itโ€™s also #1 in 2019 for profit margin by a large..
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    Microsoft acquired LinkedIn and Github for <4% of todayโ€™s current enterprise value In hindsight, probably best M&A of 2010s? Definitely lots of great contenders too, but can see how both of those will continue to be incredibly big, enduring businesses inside Microsoft
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    It is mind boggling ๐Ÿคฏ to see +563%, +358% and 196% 5 year returns in the largest companies on earth in Amazon, Microsoft and Apple ๐Ÿ“ถ๐Ÿ“ˆ So much for efficient markets and law of large numbers Big companies have been and continue to crush it at unfathomable scale of ~1.6T each
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    Replying to @LondonBreed
    Respect for standing up against hate
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    Bitcoin is now worth more than Alibaba (~$670B)