I think it gets interesting around:
1 billion vs 500 million. Still put m money on a 1 billion and buying access to a network for less than 100 million.
I do wonder what the professional relationships type situation is with the network.
I suspect someone at Sequoia can call some buddy at another place if he has a question and get some good information "No man that dude is bonkers / reckless." that might save them a lot of time. Same goes the other way.
Not sure how much good info I get calling up Sequoia "Hey man I got a $1b ... what do you know about...."
1b wins. You have no capital.
I think it gets interesting around: 1 billion vs 500 million. Still put m money on a 1 billion and buying access to a network for less than 100 million.