Alex, every mention

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every year anyone Harry Stebbings 16Jake Saper 1Anish Acharya 1

Verbatim, from the transcripts: the passages where Alex comes up

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a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings Feb 9, 2026 · 2 mentions

  • ▶ 21:31 Harry Stebbings When we think about moats and Alex's statement of hostages, not customers, in a new world of AI, do we just accept that there's no defensibility or are new moats created?
  • ▶ 49:03 Anish Acharya Because as it is doing these startups is a little bit irrational, and Alex said this on the pod, and I think he's exactly right, which you have to be a little bit irrationally optimistic to do it.

a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings Jul 28, 2025 · 1 mention

  • ▶ 35:09 Harry Stebbings You very kindly said that I asked a good question on the reversion back to closed source when we mentioned Alex joining MATA, what it meant for LLAMA.

Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings Mar 10, 2025 · 1 mention

  • ▶ 1:06:58 Jake Saper That's why I flew to get sunburned in Denver and, you know, with Alex, et cetera.

Danny Rimer: The Biggest Lessons from Missing Snap, Airbnb, Spotify and Facebook | E1166 · 20VC with Harry Stebbings Jun 17, 2024 · 1 mention

Jiaona Zhang: Why All Product Teams Should Have a Scorecard & How to Use It | E1154 · 20VC with Harry Stebbings May 17, 2024 · 1 mention

Chandra Narayanan: Top 5 Lessons from Leading Analytics at Facebook | E1126 · 20VC with Harry Stebbings Mar 13, 2024 · 1 mention

Kalshi CEO Tarek Mansour: How to Build Moats Against Incumbents; How to Hire Engineers | 20VC #931 · 20VC with Harry Stebbings Oct 1, 2022 · 1 mention

  • ▶ 31:48 Harry Stebbings Give money to massive mega firm that will do 1.8 X rather than give money to Tarek and Alex at deal and give them twenty million of a fifty million seed fund because they're going to see everything of the next generation.

20VC: Why and How The Best Companies Build Economies Around Themselves, When, Why and How To Build Effective Partner/Channel Networks & The Power of Compounding Growth in SaaS with Jay Simons, General Partner @ Bond Jun 10, 2021 · 1 mention

  • ▶ 0:36 Harry Stebbings And I do want to say huge thanks to Alex and Richard Excel and Atlassian founder Scott Farquhar for some fantastic questions, suggestions today.

20VC: Hims Founder Andrew Dudum on Hims Going Public, The Reasoning and Benefits of SPACs, The Biggest Misconceptions of Successful Company Building & Wall St's Changing Perceptions Towards Growth and Profitability Jan 21, 2021 · 1 mention

20VC: Hopin, The Breakout Startup of 2020 on Scaling from 10 to 230 People and $174M in Funding in just 13 Months, The 3 Phases of Startup Scaling, How To Lead Remote Teams Effectively, The Future of Events Post-COVID and more Dec 10, 2020 · 1 mention

  • ▶ 0:56 Harry Stebbings Chris at CoTo, Judy at Excel, Alex at Salesforce for some amazing questions and suggestions today.

20VC: Why You Never Want To Fight A Fair Fit For Distribution, Why No Great Company Is Built with 1 Product and When To Release Your Second & What Founders Can Do To Extract The Most From Their Cap Table with Shoaib Makani, Founder & CEO @ KeepTruckin Feb 7, 2020 · 2 mentions

20VC: Why Raising A Mega-Round Makes Your Life Harder Not Easier, Why Your Board Is Not Your Boss and Lessons on Successful Board Management & The Biggest Breakpoints in Company Scaling with Emmanuel Schalit, Founder & CEO @ Dashlane Dec 6, 2019 · 1 mention

20VC: Lightspeed's Arif Janmohamed on Why Market Risk Is The Most Dangerous Risk To Underwrite As A VC, How To Determine When to Stretch vs Not on Price Today & The $TRN of Market Cap Up For Grabs Today In Enterprise Oct 21, 2019 · 1 mention

  • ▶ 3:43 Harry Stebbings As I said beforehand, I heard from literally everyone at Lightspeed, from Alex to Jana to Mercy to Nicole, really got the full picture.

20VC Exclusive: Roy Bahat on Bloomberg Beta's New Fund, The Truth About Valuation That Very Few VCs Will Tell You & Why Founders of Venture Backed Startups Make The Best Angels Oct 18, 2019 · 1 mention

  • ▶ 1:04 Harry Stebbings Huge thanks go to James Cham, Karen Klein, Alex at Everlance, and Jordana at Enrich for some fantastic questions and suggestions today.

20VC: Lightspeed Partner Adam Goldberg on Why There Remains No Mass Market Crypto Consumer Product, The Future For The Token Economy, The Good and Bad of Telegram's ICO and Why The Rate of Founder Learning is The Most Important Element A VC Can Assess Jul 30, 2018 · 1 mention

20VC: How Both Founders & GPs Should Construct Their Pitch, Why VCs Are Eternal Optimists & What Makes The Best Post-Investment VC/Founder Relationship with Brian Ascher, Partner @ Venrock May 31, 2017 · 1 mention

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