Arif Janmohamed
3 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Oct 21, 2019 by Arif Jan Mohamed · said 18 times in 6 episodes since 2019 · across every show →
Mentions by year
brought up most by Harry Stebbings (13), Ariel Cohen (3), Semil Shah (1), Oren Zeev (1)
tap a year for its mentions
2026 2 mentions in 2 episodes 1 per episode
2020 6 mentions in 2 episodes 3 per episode
- 20VC: TripActions CEO Ariel Cohen on The Future of Business and Personal Travel & Layoffs; How To Do Them The Right Way & Maintain Company Culture and Morale
- 20VC: Oren Zeev on Why Diversification Is Overrated, The Downside of Thematic Investing, Making Quality Decisions In Uncertain Conditions & Why He Has No Reserves Allocation
- every mention in 2020, scene by scene →
2019 10 mentions in 2 episodes 5 per episode
- 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
- 20VC: Haystack's Semil Shah on Whether Founders Are Bypassing Seed Funds in Favour Of Less Dilutive Multi-Stage Funds, How Fund Strategy Changes With Fund Scaling & Why The Hardest Challenge is Price Discipline
- every mention in 2019, scene by scene →
Everything said about Arif Janmohamed, oldest first
Oct 21, 2019
Startups should land $75K enterprise deals and expand them to $5M
“Really, the reason they do that is mid-market customers move faster, but of course, you capture less value, but you can get some velocity and you can get some market signals about product market fit in the mid market. And meanwhile, you're executing on a longe…”
Oct 21, 2019 bullish
$1 trillion of enterprise software market cap is up for grabs
“I think we're in a magical time where the entire enterprise stack, from storage, cloud, networking, through the app tier, CRM, marketing service, etc., I think all of that's up for grabs, driven by a number of really interesting new technologies fueled by clou…”
Oct 21, 2019 bullish
Enterprise software companies can now reach $10B to $20B valuations
“I don't think so. I think that the word is out. It's become very, very sexy. I think that a number of other great investors are realizing that you can actually build companies worth 10 to twenty billion dollars in the enterprise space.”