B to B

9 statements across 9 episodes · 2 bullish · 4 bearish · 5 people on the record · first statement Jul 26, 2023 by Sri Batchu · across every show →

Everything said about B to B, oldest first

Jul 26, 2023 positive
Insight
Batchu: Dollars of SQL pipeline is the ideal B2B growth metric
“So typically for B to B you know, where I land at is like dollars of like SQL pipeline. Which kind of controls for that quality element and controls for the size of the lead element as an art.”
Sri Batchu Jul 26, 2023 ▶ 10:04 Sri Batchu: Biggest Growth Lesson from Instacart & Opendoor; 70% of Experiments Should Fail | E1040 · 20VC with Harry Stebbings
Aug 23, 2023
Insight
Lemkin: B2B Startups Cannot Skip 'Triple, Triple, Double, Double' Growth
“You can't have, whether the venture outcome is three hundred million or a billion or ten billion, you can't avoid triple, triple, double, double, at least in B to B. You can't avoid it. You can have a year gap. You literally can take a year off, but you can go…”
Jason Lemkin Aug 23, 2023 ▶ 26:33 Jason Lemkin & Rick Zullo: How "Mark to Market" Corrupted Venture Capital | E1052 · 20VC with Harry Stebbings
Sep 20, 2023 negative
Opinion
Lemkin: Venture Capital Model Does Not Fully Work in B2B
“I actually don't think venture fully makes sense in B to B. I generally don't think it works”
Jason Lemkin Sep 20, 2023 ▶ 1:14:44 Is the VC Model Broken? Jason Lemkin, Mike Maples, Eric Paley & Harry Stebbings Debate | E1062 · 20VC with Harry Stebbings
Dec 8, 2023
Insight
Biswas: B2B revenue growth represents customer problem-solving impact
“Companies pay to have their problems solved. And so when we talk about things like revenue and revenue growth, for me, it's actually impact and problem solving growth. That means that we are solving a lot of problems for a lot of customers.”
Sanjit Biswas Dec 8, 2023 ▶ 15:58 Sanjit Biswas: Samsara's $18BN Market Cap & $1BN in ARR in 8 Years | E1092 · 20VC with Harry Stebbings
May 27, 2024 bearish
Assertion Partly supported
Lemkin: B2B tech saw only two IPOs in 2.5 years
“It's like two IPOs in B to B in two and a half years,”
Jason Lemkin May 27, 2024 ▶ 1:57 Jason Lemkin: Why Pricing is Worse Than Ever and There is More Funding Than Ever | E1157 · 20VC with Harry Stebbings
May 1, 2025 bearish
Prediction Not checkable as stated
Lemkin: B2B software companies that fail to dominate AI will die
“Your companies are going to go under if they're not dominating AI in their market in B to B, they're all going to die.”
Jason Lemkin May 1, 2025 ▶ 1:23:25 What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
Aug 14, 2025 bullish
Insight
Lemkin: Non-Ruthless B2B Founders Will Lose to Zuckerberg and Karp
“He's ruthless, Zuck's ruthless, Karp's ruthless, and if you think you're gonna win in B to B, if you're not ruthless, you're gonna lose.”
Jason Lemkin Aug 14, 2025 ▶ 0:30 Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings
Sep 26, 2025
Insight
Gibson: B2B customer needs usually have consensus, simplifying product decisions
“In most cases, what customers want, there tends to be consensus across a lot of customers. It tends to feel, particularly on B to B, relatively straightforward to know what to do.”
James Gibson Sep 26, 2025 ▶ 30:02 20Product: Revolut Business $1BN Revenue: Five of the Biggest Product Lessons | How Revolut Structures Product and Design Teams | How Revolut Experiments and Invests in New Product Bets | How Revolut Ships Product So Fast with James Gibson
Sep 5, 2026 bearish
Opinion
Stebbings: Speechify entering B2B is a strategic mistake
“I think it's a strategic mistake for Speechify to go to B to B.”
Harry Stebbings Sep 5, 2026 ▶ 25:24 How to Build Your Own Data Center & Why Every Startup Should Do It
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