EBITDA

5 statements across 5 episodes · 2 bullish · 1 bearish · 5 people on the record · first statement Nov 6, 2023 by Joey Zwillinger · across every show →

Everything said about EBITDA, oldest first

Nov 6, 2023 bullish
Prediction Didn’t hold up
Zwillinger: Allbirds will be cash flow and EBITDA profitable in 2025
“What we've said to the market, we've got to be pretty consistent with that on your podcast as well. Is, is that will be cashflow and EBITDA profitable in 20, 25.”
Joey Zwillinger Nov 6, 2023 ▶ 35:15 Joey Zwillinger: From $4.1BN to $142M Market Cap;Why Public Markets Have Written Allbirds Off |E1078 · 20VC with Harry Stebbings
Dec 18, 2023 bullish
Insight
Lacaillade: Lower middle market buyouts offer a repeatable 3x-5x return model
“So you buy a founder led business, you professionalize it, you buy it at like six to eight times EBITDA. You put on like maybe three turns of debt, maybe three to four, depends on the business, but you professionalize it, you grow it, say it had five million E…”
Peter Lacaillade Dec 18, 2023 ▶ 58:45 Peter Lacaillade: Why Now is the Best Time to Invest in Emerging Managers | E1096 · 20VC with Harry Stebbings
Jul 21, 2025
Assertion Not checkable as stated
Edwin Chen admits he does not understand standard financial terms like EBITDA
“One area where I'm not great is I'm really bad at understanding financials. So sometimes people around the company, they'll try to tell me, Like, hey, do you, have you been paying attention to our revenue numbers? Have you been paying attention to our costs? H…”
Edwin Chen Jul 21, 2025 ▶ 54:00 Surge CEO & Co-Founder, Edwin Chen: Scaling to $1BN+ in Revenue with NO Funding · 20VC with Harry Stebbings
Mar 7, 2026 bearish
Insight
Mitchell Green: Stocks without earnings or EBITDA have no valuation floor
“If you don't have earnings or EBITDA, there is no floor in a lot of these things.”
Mitchell Green Mar 7, 2026 ▶ 5:20 Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
Jun 29, 2026
Disclosure
Shridhar Did Not Understand EBITDA When Founding Bloom Energy
“When I started the company, if you had given me, if you had said P and L EBITDA, all those, you know, financial terms, I wouldn't even know what that meant.”
K.R. Shridhar Jun 29, 2026 ▶ 6:11 Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power · 20VC with Harry Stebbings
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