Felicis Ventures
also referred to as: felicis
24 statements across 8 episodes · 14 bullish · 0 bearish · 7 people on the record · first statement Apr 11, 2016 by Aydin Senkut · said 131 times in 37 episodes since 2015 · across every show →
Mentions by year
brought up most by Harry Stebbings (78), Wesley Chan (12), Judith Elsea (7), Aydin Senkut (6), Brendan Foody (4), Victoria Treyger (2), Renata Quintini (2), Rachel Carlson (2)
tap a year for its mentions
2026 5 mentions in 3 episodes 2 per episode
- Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
- Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- every mention in 2026, scene by scene →
2025 8 mentions in 4 episodes 2 per episode
- Adarsh Hiremath @ Mercor: The Fastest Growing Startup in Silicon Valley | E1261 · 20VC with Harry Stebbings
- 20VC: Max Altman on The New Seed War: Can Anyone Compete with Sequoia and a16z | Leaving $2BN on the Table with Reddit | Lessons from Backing Rippling at $25M Post | Why Climate Tech is a Mirage and Disaster
- OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months · 20VC with Harry Stebbings
- every mention in 2025, scene by scene →
2022 24 mentions in 2 episodes 12 per episode
2021 1 mention in 1 episode
2020 4 mentions in 3 episodes 1 per episode
- 20VC: Moxxie Ventures' Katie Stanton on What It Takes To Raise A First Time Fund As A Solo GP, The Entrance of Multi-Stage Funds Into Seed Rounds and The Inverse Relationship of Those That Fund Diverse Managers and Those That Say They Do
- 20VC: Lessons from Investing in Uber and Airbnb, How To Think Through Bundling vs Unbundling, Late Stage Funds Moving Earlier, Early Stage Funds Moving Later& The Mechanics of Venture That Founders Should Know with Derek Zanutto, General Partner @ Capital
- 20VC: Twitch Founder & CEO Emmett Shear on When To Persist vs When To Give Up For Entrepreneurs, The Fundamental Tension When Scaling Orgs and How To Optimise Them & How The Role of CEO Fundamentally Changes with Scale
- every mention in 2020, scene by scene →
2019 27 mentions in 6 episodes 5 per episode
- 20VC: What It Takes To Be The Most Effective Coach To Startup Founders, The Biggest Surprises and Challenges About Transitioning To Venture From Operations & 3 Trends Shaking The World of Consumer Today with Victoria Treyger, General Partner @ Felicis Ven
- 20VC: Guild Education's Rachel Carlson on The Benefits of Scaling Startups Outside of Silicon Valley, Why Mission and Margin Are So Tightly Integrated & Why Mums Are The Most Under-Utilised Asset In The Economy
- 20VC: Why Every Company Looks One Round Earlier Than It Should Be, Why Investors Don't Understand Term Sheet Psyche & How The Brand Behind The Investor Can Overweight The Attention Their Opinion Is Given with Assaf Wand, Founder & CEO @ Hippo
- 20VC: Hiten Shah on The Right Way To Think About Depression, Control and Burnout, Why Nobody Really Knows What They Are Doing and How One Should Receive Advice As A Result & How To Gain Self-Awareness As A Leader
- 20VC: Sequoia's Pat Grady on What Sequoia Is Focused On Today, How Sequoia Think About Investment Decision-Making Processes & Why It Is Important To Trade A Few Points of Efficiency for Culture When It Comes To Attribution
- 20VC: Plaid's Zach Perret on Why You Have To Hire For Spikes and What That Really Means, Fintech Predictions From Incumbent Entrants To The Rise of Europe & The 2 Big Questions That CEOs Should Ask Themselves
- every mention in 2019, scene by scene →
2018 5 mentions in 3 episodes 2 per episode
- 20VC: Being A Wartime Leader in a Time of Peace, Why Marketing Channel Diversification Is Like The Life of A Scientist and Why Small and Mighty Beats Loud and Weak with Ooshma Garg, Founder & CEO @ Gobble
- 20VC: Hims' Andrew Dudum on The Scaling Playbook of The Fastest Growing Mens Wellness Brand, How To Be Truly Innovative In Today's World of Online Marketing & Raising at a $200m Valuation within Year 1
- 20VC: Why Virtually All Companies Hire The Wrong Way, Why EdTech Is The Most Brutal Market & How To Scale Your Sales Team for Engineering Founders with Mike Sliagadze, Founder & CEO @ Top Hat
- every mention in 2018, scene by scene →
2017 16 mentions in 6 episodes 3 per episode
- 20VC: The 7 Requirements For Startup Scaling, Why VCs Must Approach Every Conversation with A Yes Mentality & Why We Will See The Humanisation of Technology with Renata Quintini, Partner @ Lux Capital
- 20VC: If You Do Not Like VCs, You Have Not Worked With a Good One, How Andreesen Have Added The Same Level of Value As A Co-Founder, Why Market Is The First Thing To Consider When Angel Investing & Why Series A Is A Hiring Decision with Roger Dickey, Foun
- 20VC: Building Shopify From $5m To IPO, Why The Future Of Retail Is Not Online vs Offline & Why Law School Is Like Finishing School For Entrepreneurs with Harley Finkelstein, COO @ Shopify
- 20VC: How Every VC Firm Is A Marketplace, Why A Large Amount of Promise in AI Today Is Impossible & Entrepreneurs 3 Main Pain Points of Fundraising with Alex Mittal, Founder & CEO @ Funders Club
- 20VC: SaaStr's Jason Lemkin on The 3 Things You Want From Your LPs, Why Most VCs Do Not Add Value & Why The Best VCs Know How To Package Startups For The Next Round
- 20VC: Biggest Takeaways From Working With Paul Graham and Jessica Livingston, Why You Should Put Off Hiring For As Long As Possible & Why Seed Stage Investing Is All About Optimising The Top Of The Funnel with Harj Taggar, Founder & CEO @ Triplebyte
- every mention in 2017, scene by scene →
2016 40 mentions in 8 episodes 5 per episode
- 20VC: Felicis' Wesley Chan on The Rise of IoT, Getting Recruited by Larry Page & Creating Google's Biggest Success Disaster
- 20VC: Felicis' Aydin Senkut on Scaling Felicis From $4m to $120m, Doing Venture Differently and Why Being A VC Is Like A Jamaican Bobsled Team!
- 20VC: The 3 Things LPs Want To See From VCs & Why The Table Stakes For VCs Is Higher Than Ever with Judith Elsea, Co-Founder @ Weathergage Capital
- 20VC: Start Niche, Move Broader & Become Profitable Quickly with Melanie Perkins, Founder & CEO @ Canva
- 20VC: Flexport's Ryan Petersen on Why Investor Relations Are Overrated, Why Boards Have To Be Rethought & Why MBAs Do Not Make Bad Entrepreneurs
- 20VC: Techstars Founder, David Cohen on Scaling Techstars Ventures and Investing In Uber, Twilio and Sendgrid
- 20VC: Will LPs Replace GPs with Chris Douvos, Managing Director @ VIA
- 20VC: What LP's Want In VCs with Beezer Clarkson, Managing Director @ Sapphire Ventures
- every mention in 2016, scene by scene →
Everything said about Felicis Ventures, oldest first
Apr 11, 2016 bullish
High entry valuations did not correlate with Felicis' exit outcomes
“So we have a very, very good data set, and what we found is that at least half of these companies, we were borderline, ah, about coming in because they were very expensive deals. But that had nothing to do with the eventual outcome.”
Apr 11, 2016
Apr 11, 2016
Apr 11, 2016
Apr 11, 2016 positive
Jun 29, 2016 bullish
Fitbit became a massive fund returner despite widespread investor skepticism
“With Fitbit, when I didn't bet on Fitbit, everybody else was looking at connected devices or looking at hardware and going, you can't make money on hardware. And I didn't, You know, sort of wrote a check into it and became one of the biggest, you know, sort of…”
Jun 29, 2016 bullish
Sep 26, 2016 positive
Mar 11, 2019 positive
Felicis Ventures pledges 1% of committed capital to founder mental health
“To address this, Felicis launched something called the Founders Pledge, Founders Development Pledge, where we contribute one percent of our committed capital toward leadership coaching and mental health for the founding team.”
Mar 11, 2019
Mar 11, 2019 positive
May 27, 2022
May 27, 2022 positive
Senkut: Optimizing for unlimited upside outweighs initial valuation and ownership constraints
“I think what we decided as a firm is the only thing that matters for us is to be in the world's best companies, because out of all the things that you can optimize for unlimited upside is the single most important one, right?”
May 27, 2022
May 27, 2022 bullish
Senkut: Felicis invested in Living Carbon for genetically enhanced carbon-capturing trees
“So one of the latest investments that just got public is this company called Living Carbon. So I think this area is going to be increasingly more interesting. And we said yes, because this is an amazing company that managed to biologically enhance trees to cap…”
May 27, 2022
May 27, 2022 bullish
May 27, 2022
May 27, 2022 positive
Senkut: Felicis prefers distributing post-IPO stock to LPs over managing positions
“Then I realized that our responsibility to our LPs is not managing their public stock is to be in great companies. And that's why we like to give them the stock, because listen, maybe for some, the right context is to sell the stock right then and there.”
May 27, 2022
Feb 20, 2025 positive
Sep 15, 2025
Jun 1, 2026 bullish