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B to B company

3 statements across 3 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Jan 3, 2018 by Kevin Thau · across every show →

Everything said about B to B company, oldest first

Jan 3, 2018
Insight
Thau: Consumer investing is harder than B2B due to adoption risk
“Anything in consumer is very, very hard because you're betting on a big market adoption versus, say, a B to B company with recurring revenue and enterprise clients.”
Kevin Thau Jan 3, 2018 ▶ 17:56 20VC: Why VC Is A Game of Maximising Serendipity, How VCs Can Characterise Their Approach To Working & Product Lessons from Jack Dorsey & Sonos' John MacFarlane with Kevin Thau, General Partner @ Spark Capital
Jun 26, 2025 bearish
Prediction Not checkable as stated
Lemkin: MCP is an existential threat to B2B SaaS within 12 months
“I think MCP is an existential threat within 12 months to every B to B company.”
Jason Lemkin Jun 26, 2025 ▶ 1:02:25 Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens? · 20VC with Harry Stebbings
Sep 11, 2025 negative
Opinion
Lemkin: B2B companies failing to gain AI revenue deserve an F
“If you're a B to B company and you're seeing nothing, you're not seeing any boost from AI. You didn't get open AI or anthropic as a customer. You're not seeing any benefits like you get an F. You get an F. There's so much money flowing through this system, rig…”
Jason Lemkin Sep 11, 2025 ▶ 21:45 OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
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