Carlos Ochoa
6.7K posts
@CarlosOchoaVC
#Underdog, #techie, #Diversity #LatinX advocate, #speaker, data #nerd. #Top1%VC @alphaimpact8 investing in diversity before it was cool 🇲🇽🇺🇸
Sequoia Capital is no longer the world's greatest VC firm. 2025 will go down in history as the year that @IndexVentures took the crown. The firm netted 9 BILLION DOLLARS from its exits in 2025: > Wiz acquisition to Google: $4.1 billion netted > Dream Games buy out from CVC: $560 million > Scale AI semi-acquisition by Meta: $1.8 billion > Figma IPO: $2.1bn Another portfolio company, Revolut, hit a valuation of $75bn which could end up returning even more than Wiz. It is surely the greatest firm in the world right now. @mhbergen has written an amazing piece in @business about the firm's performance as well as its potential succession plan The article also has some data on DPI (one of the most important metrics in VC which indicates the cash returns to LPs): > Index’s 2012 fund had a DPI of 11 as of last year > Its 2015 $780m growth fund has a DPI of 5.1 2025 will go down in history as the year Sequoia Capital lost its crown as the world's greatest VC to none other than a EUROPEAN firm. In the words of Julien Codorniou (@codorniou), Partner at @20vcFund: “It’s the only European VC who managed to win in the US... It wasn’t a given” Silicon Valley invented the VC model but it's now a European firm that is doing it better than anyone else. Congrats @shardul_shah, @ninaachadjian, @martinmignot, @janatindex, @narimer, @dannyrimer
