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.
“Harrison contends 'the analyst's extrapolation-based playbook is dead, replaced by aggregating quality, narrative, leverage, or time.'”
Source→“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→AI-extracted from podcast / newsletter / paper summaries. May contain errors.