Kyle Harrison
Kyle Harrison is a General Partner at Contrary, a venture capital firm, where he focuses on later-stage investments. He is also a writer and publishes the newsletter Investing 101, where he explores the evolving landscape of startups and venture capital. Prior to joining Contrary in 2022, he held investing roles at Index Ventures, Coatue Management, and TCV.
- 💥VC McDonaldization, Founder Signals Top VCs Back, The Fund I Edge, Investor Red Flags & More
- 💥Why You Need a New CFO, Small Funds Disappear, Optimal Portfolio Size, Future Path for AI Labs & More
- 💥The Mark Up Game, Making of a Unicorn Founder, Capital Allocation's Death, AI Infra Eats Series A & More
“Harrison projected Figma could hit $200M ARR by 2022 from $4M ARR (valued ~$400M by Sequoia); an analyst dismissed it as too aggressive, yet Figma overshot even that projection.”
Source→“Harrison contends 'the analyst's extrapolation-based playbook is dead, replaced by aggregating quality, narrative, leverage, or time.'”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.