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The Investors

Dyson, Hellman, Marquardt, Caufield, Sandell, the angels made whole after 9/11.

← All the circle hubs4 episodes · 20 entities · 7 source records

This topic carries part of the argument of the Consilient Manifesto — the universal call to action. ← Back to the call

Lived, then learned

The story of The Investors

The room

Who carries The Investors

Person

Bill Joy

"Bill knew."

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Person

Adam Dell

Santa Fe, New York, and the hundred-million remark

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Person

David Marquardt

Microsoft's board, the TOPS study, and the door into everything

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Person

Dick Kramlich

Liked the pitches, and was overruled by his own partnership

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Person

Scott Sandell

Told Hare to camp somewhere else

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Person

John Doerr

The Aspen lunch, and passions that ran to sustainability

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Person

Ray Conley

Twenty-nine, and in over his head in the worst spring in a generation

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Person

Val Vaden

Harvard then Stanford, Tesseract, Benchmark — and a game of chicken with a city bus

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Person

Frank Caufield

“You're like Steve Jobs. You almost got me to invest, and I don't invest in anything.”

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Person

Giuseppe Zocco

Co-founder of Index Ventures, and on the roadshow

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Person

Jim Woodhill

One of Hare's oldest friends and the second patron in this record — whose Capitol Hill house held a future Senator and a future…

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Person

Martin Hellman

Co-inventor of public-key cryptography; cryptography mentor and early investor. The record here is thin and says so.

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Person

Frank Quattrone

The legendary banker whose move from Morgan Stanley to CSFB decided the bake-off

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Person

Vinod Khosla

Present at two junctions of this record's financing story, from opposite sides of the table

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Person

Ajit Nazre

Met through the Asera channel; the convergence at KPCB was coincidence with the structure of an inevitability

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Person

Doug Ayer

The record holds one fact and says so

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Person

Esther Dyson

PC Forum's convenor; a longtime champion and investor across Hare's companies; the corridor personified

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Person

Bill Draper

The venture pioneer who would have led Evolve's seed; the record holds him at both dinners

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All 20 in Explore →

In his own words

The verbatim layer beneath The Investors

Every episode above distills from these. Where a page and its source differ, the source governs.

In his own words · S-029 · 2026-08-13

The dictation sessions — Berkeley through Consilient

“[Raw voice dictation, transcribed as spoken, retained unedited for provenance. Speech disfluencies, false starts and…”

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In his own words · S-023 · 2026-08-13

The bridge, the BP deal, and the silver bullet

“They were separate rounds. I passed on the $15m SG round at $150m valuation. Oak Hill offered $5m convertible note at a…”

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In his own words · S-024 · 2026-08-13

The reboot, the full ratchet, and the conflict

“My $3m round was a bridge. Ray Conley's mission was to raise a VC round at any price — Oak Hill didn't care about…”

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In his own words · S-069 · 2026-08-17

The term sheets of late 2000 — SG Cowen, the wedding circuit, and the analysts

“Can you add the context of how I had secured a committed term sheet offer of a $15m Preferred Equity Financing at a…”

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In his own words · S-063 · 2026-08-17

London, September 2000 — Sandra Smith, Leggate, Hayward, Browne, and the Z8

“Sandra Smith was a VP at Consilient and worked very closely with me on the BP Account. She was with me in London in…”

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In his own words · S-073 · 2026-08-18

The SG reconciliation, the Oak Hill note's design, Zaplet, and the DC…

“My memory is that the SG termsheet was $15m at a $135m pre-money valuation and (therefore) a $150m post-money…”

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In his own words · S-101 · 2026-08-21

The master document: twenty vignettes, the Executive Catalyst Graph, and the…

“# THE CONSILIENT RECORD: PRIMARY NARRATIVES, EXECUTIVE GRAPH & ONTOLOGY **Classification:** Primary Source Biographical…”

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Entangled

Where The Investors touches the other projections

The same nodes exist simultaneously in other projections of the one graph. Touching this hub surfaces its correlated partners — follow any of them and the graph re-collapses around it.

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