Confluent

3 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Sep 16, 2024 by Shardul Shah · said 12 times in 9 episodes since 2021 · across every show →

Mentions by year

brought up most by Eric Vishria (2), Tristan Handy (1), Shardul Shah (1), Martin Casado (1), Linda Lian (1), Larry Shurtz (1), Harry Stebbings (1), David Cahn (1)

mentionsepisodesper episode tap a year for its mentions

2026 1 mention in 1 episode

Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings Jun 15, 2026 · 1 mention · from 1:18:10
every mention in 2026, scene by scene →

2025 1 mention in 1 episode

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 · from 1:02:49
every mention in 2025, scene by scene →

2024 8 mentions in 5 episodes 2 per episode

Eric Vishria: Where is the Value in AI - Chips, Models or Apps? | E1206 · 20VC with Harry Stebbings Sep 25, 2024 · 3 mentions · from 9:35
Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings Oct 2, 2024 · 2 mentions · from 14:00
Shardul Shah: How Index Makes Decisions & Why Benchmarks & Averages in VC are BS | E1202 · 20VC with Harry Stebbings Sep 16, 2024 · 1 mention · from 21:35
David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings Aug 5, 2024 · 1 mention · from 1:10:56
Larry Shurtz: How to Hire, Train & Retain the Best Vertical Teams | E1151 · 20VC with Harry Stebbings May 10, 2024 · 1 mention · from 16:44
every mention in 2024, scene by scene →

2022 1 mention in 1 episode

Tristan Handy: Why The CEO Should Make As Few Decisions As Possible | 20VC #937 · 20VC with Harry Stebbings Oct 14, 2022 · 1 mention · from 18:51
every mention in 2022, scene by scene →

2021 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Confluent, oldest first

Sep 16, 2024 positive

Disclosure

Shah: Index Ventures makes Series B investments only by exception

“If we're making a series B investment, it's by exception, like elastic. Series B investment. Terrific return. Confluent. Series B investment. Terrific return.”

Shardul Shah Sep 16, 2024 ▶ 21:29 Shardul Shah: How Index Makes Decisions & Why Benchmarks & Averages in VC are BS | E1202 · 20VC with Harry Stebbings

Jul 28, 2025 bullish

Disclosure

Casado: ClickHouse May Be The Only Data Streaming Breakout Since Confluent

“Click houses, Aaron Katz is doing phenomenal with, and I'm not an investor, but he's doing phenomenal, but that may be the one breakout since Confluent.”

Martin Casado Jul 28, 2025 ▶ 1:02:49 a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings

Jun 15, 2026 positive

Assertion Open · timeframe Jun 2026

IBM survived by acquiring Red Hat and HashiCorp

“IBM is still around because they went and bought Red Hat and HashiCorp, and now they're buying Confluent.”

Aravind Srinivas Jun 15, 2026 ▶ 1:18:10 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings

Confluent

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Everything said about Confluent, oldest first

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