Coinbase, every mention

17 scenes (2026), the whole family · ← back to Coinbase

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every year 2026 anyone Harry Stebbings 190Emilie Choi 51Brian Armstrong 35Nick Tomaino 13Linda Xie 8Vlad Tenev 5Nick Shalek 5Kyle Samani 5Karri Saarinen 5Jason Lemkin 5

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

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Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks Jul 29, 2026 · 1 mention

Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings Jul 2, 2026 · 14 mentions

  • ▶ 1:24 Harry Stebbings More macro topic or meta topic, but it was brought to light by Brian Armstrong and Coinbase, which is Coinbase spend down 50% this quarter, but usage up with regards to how they're utilizing open source, and that's taking away from their… 10 times in the scene
  • ▶ 15:55 Rory O'Driscoll I, I would exempt Coinbase from that because I lumped the more in the financial than
  • ▶ 20:22 Rory O'Driscoll Like going back to the Coinbase comment, what happens if in return for Mythos
  • ▶ 30:52 Jason Lemkin If you look at the history of LLMs on this show since it started, right, what has really changed, and Coinbase is just one example of this, we, we are probably leaving the oligopical age, right? 2 times in the scene

How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings Jun 27, 2026 · 3 mentions

  • ▶ 16:04 Paul Erlang I think that was fine, but we saw Robinhood and Coinbase and those are both very volatile businesses.
  • ▶ 40:45 Paul Erlang And I think having know the history of Index being very involved in Robinhood and USB being very involved in Coinbase, and then even aside from the fact, just Julia being, Julia and Jan being such amazing partners, and same with Fred, um,…
  • ▶ 42:19 Harry Stebbings Brian at Coinbase has said before the chat, I think he said on the show with me, which is like the challenge of his business is just like volatility and how it impacts culture and morale in some cases where it's like, it's just hard when…

Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings Jun 1, 2026 · 1 mention

  • ▶ 11:10 Harry Stebbings When we look at the news, we see insured lays off 16,000, metal lays off 8000 at four AM, LinkedIn a thousand, Coinbase, click up now, 22% going.

OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings May 28, 2026 · 1 mention

  • ▶ 24:55 Harry Stebbings You're saying the, you're saying the 16,000 cut from Intuit, the thousands cut from Coinbase, the 800 cut from LinkedIn.

Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings May 7, 2026 · 8 mentions

  • ▶ 37:55 Jason Lemkin It's just even Coinbase today, I'm laying off 15%.
  • ▶ 1:24:03 Harry Stebbings There's a lot in the venture and private markets from Founders Funds, new six billion dollar fund, Coinbase cutting 14%, Vanta 63% growth at three hundred million ARR, Rogo raises at two billion. 5 times in the scene
  • ▶ 1:35:26 Jason Lemkin And Brian will, and at Coinbase, you've got an email to your personal email this morning. 2 times in the scene

Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings Mar 16, 2026 · 4 mentions

Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings Jan 15, 2026 · 1 mention

  • ▶ 57:18 unnamed speaker So, I mean, Coinbase, I think Andreessen did either the B or the C union squared the DA.

Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings Jan 12, 2026 · 1 mention

  • ▶ 10:20 Alex Rampell Um, now I think it has the capability mathematically, like, again, if you're, if you're Mickey and you invest in the Series A of Coinbase,
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