Granola
5 statements across 4 episodes · 1 bullish · 4 bearish · 2 people on the record · first statement Oct 17, 2025 by Harry Stebbings · said 68 times in 18 episodes since 2025 · across every show →
Mentions by year
brought up most by Harry Stebbings (28), Jason Lemkin (13), Mike Mignano (8), Becca Lindquist (6), Anish Acharya (5), Nabeel Hyatt (4), Zach Lloyd (2), Elena Verna (2)
tap a year for its mentions
2026 42 mentions in 11 episodes 4 per episode
- Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
- Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
- a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- Inside Clay's Sales Playbook | Becca Lindquist · 20VC with Harry Stebbings
- The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
- Elena Verna: How Lovable Launches Product & Hacks Social to Go Viral · 20VC with Harry Stebbings
- Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
- 3 more episodes that year, every mention in 2026 →
2025 26 mentions in 7 episodes 4 per episode
- Nabeel Hyatt, GP @ Spark Capital: To Win in AI, Investors Need to Change Their Approach | E1255 · 20VC with Harry Stebbings
- OpenAI’s $6BN Jony Ive Deal & YC Is Both Chanel and Walmart, and Has Officially Won! · 20VC with Harry Stebbings
- 20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
- 20Sales: How to Layer Enterprise Sales on PLG | How to Sell AI Tools To Enterprises That Are Scared | Should Reps Own Their Own Pipeline | Mistakes All Founders Make When Moving From Founder-Led to Rep-Led Sales with Kim Graves
- Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings
- Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · 20VC with Harry Stebbings
- Plural Partner, Taavet Hinrikus: Why Founders Will Realise Multi-Stage Funds Damage Seed Rounds · 20VC with Harry Stebbings
- every mention in 2025, scene by scene →
Everything said about Granola, oldest first
Oct 17, 2025 negative
May 2, 2026 bearish
Jul 6, 2026 bullish
Mignano: Accumulated context is the primary moat for AI application startups
“What I've also learned about AI products and Granola is that context is extremely valuable, right? If Granola gets inside of your organization and everyone in the organization starts using it and producing and accumulating all of this amazingly rich and valuab…”
Jul 6, 2026 negative
Aug 7, 2026 negative
Stebbings: 20VC Lost Hundreds of Millions Passing on Deel Over Ownership Targets
“I look at ours, and our biggest mistake, and I can look at Deal, 11 Labs, I can look at Granola, and Starcloud, Fractile, could have done them all, but would have had one to two percent, and all of them we turned down purely for ownership, and that is hundreds…”