Bessemer Ventures Anti-Portfolio

this is really just self-congratulation by them about how they have strong deal flow.

they also use this as a disingenuous/insincere way of rejecting founders (we don't want to invest, but you're probably one of the other unicorns we didn't invest in! check out out antiportfolio!)

Previous discussion: https://news.ycombinator.com/item?id=15547136

I know they wouldn’t risk their reputation to do but I had hoped this was a list of companies they are betting will do poorly in the coming years.

Seattle-based OVP Partners which shut down a few years ago also had a interesting anti-portfolio page. The Starbucks story was hilarious:

“A guy walks into your office some time in the late 1980s and says he wants to open a chain of retail shops selling a commodity product you can get anywhere for 25 cents, but he will charge 2 dollars.

Of course, you listen politely, and then fall off your chair laughing when he leaves. Howard Schultz didn’t see this as humorous. And we didn’t make 500 times our money.” OVP believed that there was no market for Starbucks’ premium coffee, which may indeed have been the prevailing wisdom at the time,

I am sure they left many out. Check Point Software for one.

Considering how many of the anti-portfolio DavidC seems to have missed, I wonder how he still has a job?