distributions

3 statements across 3 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 5, 2025 by Jason Lemkin · across every show →

Everything said about distributions, oldest first

Jun 5, 2025 positive
Assertion Contradicted
Lemkin: Thoma Bravo generated $30 billion in distributions last year
“Tom O'Bravo had, had thirty billion dollars in distributions last year. Thirty billion dollars. I think that exceeds most guests, right? Thirty billion in distributions, not paper markups, but distributions.”
Jason Lemkin Jun 5, 2025 ▶ 1:43 Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings
Jul 17, 2025
Insight
Lemkin: Net VC distributions are never as good as top-line math
“My life experience where you have more is that four X is always like three X. Like, whatever, like, there's always a reason when you actually see the distributions, like, whatever that math is, it's never as good as it looks, right? However good it is, it's ne…”
Jason Lemkin Jul 17, 2025 ▶ 15:42 Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
Jun 4, 2026 neutral
Prediction Not checkable as stated
Calacanis: Massive AI Distributions Will Mask Underperforming VC Funds
“I do think these distributions will, I think the distributions will facilitate us somewhat ignoring maybe some bad funds.”
Jason Lemkin Jun 4, 2026 ▶ 1:23:50 Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
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