Greenoaks Capital

also referred to as: green oaks · green oaks capital · greenoaks

13 statements across 10 episodes · 7 bullish · 1 bearish · 6 people on the record · first statement Mar 4, 2021 by Harry Stebbings · said 64 times in 37 episodes since 2017 · across every show →

Mentions by year

brought up most by Harry Stebbings (37), Varun Mohan (3), Rory O'Driscoll (3), Gokul Rajaram (3), Victor Lazarte (2), Ryan Akkina (2), Peter Lacaillade (2), Joon Sung Park (2)

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002104202017201820192020202120222023202420252026episodesmentions per episode
2026 8 mentions in 4 episodes 2 per episode
2025 32 mentions in 18 episodes 2 per episode
2024 8 mentions in 2 episodes 4 per episode
2023 5 mentions in 4 episodes 1 per episode
2022 1 mention in 1 episode
2021 5 mentions in 4 episodes 1 per episode
2020 3 mentions in 2 episodes 2 per episode
2019 1 mention in 1 episode
2017 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Greenoaks Capital, oldest first

Mar 4, 2021
Assertion Supported
Robinhood raised $5.6 billion total, including a $2.4 billion emergency round
“To date, Vlad has raised over 5.6 billion dollars with Robin Hood, including a 2.4 billion dollar raise just this month, and some of their investors include the likes of Ribbit, Sequoia, Green Oaks, Index, IVP, Thrive, GV, and more incredible names.”
Harry Stebbings Mar 4, 2021 ▶ 0:27 20VC: Robinhood Founder Vlad Tenev on His Biggest Lessons Managing Through A Crisis, The Events of The Congressional Committee, Raising $2.4Bn Fast and Why It Was Necessary & Why It Is Ludicrous To Suggest Robinhood Put The Business Ahead of it's Customer
Oct 25, 2021
Assertion Supported
Deliveroo raised over $1.7 billion prior to its 2021 IPO
“Prior to their IPO earlier this year, Will raised over 1.7 billion dollars for the company from some of the best in the business, including Excel, Index, General Catalyst, Green Oaks and more.”
Harry Stebbings Oct 25, 2021 ▶ 0:19 20VC: Deliveroo Founder Will Shu on The IPO This Year, The Rise of Quick Commerce and The Fierce Competition with Uber Eats
Dec 18, 2023 neutral
Assertion Supported
Lacaillade: Founders Fund, a16z, Greenoaks, and Thrive proactively marked down valuations
“In my core relationships Founders Fund's the most extreme, because Peter Thiel's very contrarian and he wants to reset the mindset of his team. Which I think is great. But Andreessen Horowitz, Green Oaks Thrive, they've all proactively marked down their compan…”
Peter Lacaillade Dec 18, 2023 ▶ 24:08 Peter Lacaillade: Why Now is the Best Time to Invest in Emerging Managers | E1096 · 20VC with Harry Stebbings
Jan 29, 2024 positive
Disclosure
MITIMCo backs Sequoia, Andreessen Horowitz, Green Oaks, Y Combinator, and Initialized Capital
“So we're lucky to be in a lot of the big names you would expect, you know, Sequoia, Kleiner Perkins, Andreessen, et cetera. And then, you know, there's some newer things as well that we've done in the past 10 or 15 years, like say, Green Oaks or Y Combinator i…”
Ryan Akkina Jan 29, 2024 ▶ 8:19 Ryan Akkina: How MIT Builds Their Venture Fund Portfolio & How MIT Approach Direct Investing | E1109 · 20VC with Harry Stebbings
Jan 29, 2024 bullish
Disclosure
Akkina: Green Oaks is one of MITIMCo's top fund relationships over 10 years
“And I remember actually, you know, my boss, Seth, and I decided, you know, let's, let's leave this and look at fund two or something. And the next, but I slept on it, and then the next day I decided to call my boss, Seth, back and say, you know, I think we sho…”
Ryan Akkina Jan 29, 2024 ▶ 19:31 Ryan Akkina: How MIT Builds Their Venture Fund Portfolio & How MIT Approach Direct Investing | E1109 · 20VC with Harry Stebbings
Apr 24, 2025 negative
Opinion
Stebbings: Multi-stage VC funds are crushing traditional seed managers
“The multi-stage fund product at seed is so good, so efficient, and their cost of capital is so low that they're just crushing everyone at seed. And this, for me, is another example. Green Oaks leading the seed, doubling down on the A. I think all of the multi-…”
Harry Stebbings Apr 24, 2025 ▶ 10:10 How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings
Apr 24, 2025 neutral
Opinion
O'Driscoll: Green Oaks' seed success reflects deal-picking, not a systemic VC shift
“I'm not sure it says something systemic about seed versus non seed. I just think it says extraordinarily good picking from a very connected investor who just You know, most of whose stuff is working really well at a much higher level and to go from, you know, …”
Rory O'Driscoll Apr 24, 2025 ▶ 11:23 How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings
May 1, 2025
Assertion Partly supported
Lemkin: Greenoaks backed Codium before the team pivoted entirely to Windsurf
“When green Oaks doubled down on windsurf, it was codium, which essentially the company abandoned three months ago. Every, every engineer was repurposed to build a better version of cursor called windsurf.”
Jason Lemkin May 1, 2025 ▶ 1:02:20 What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
Jul 17, 2025 positive
Opinion
O'Driscoll: Windsurf deal was amazing for Green Oaks, less so for others
“It was an amazing outcome for Green Oaks, and then increasingly less interesting thereafter.”
Rory O'Driscoll Jul 17, 2025 ▶ 13:45 Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
Jul 31, 2025 positive
Assertion Supported
Stebbings: Thrive and Greenoaks made $500M+ buying distressed Carvana stock
“They made half a billion dollars plus from Carvana in the public markets buying when it was in the dumps and then writing that up.”
Harry Stebbings Jul 31, 2025 ▶ 26:34 Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
Jul 31, 2025 positive
Assertion Partly supported
Stebbings: Recent top breakout VC firms are all single-person led
“When you look at, Bundly, the best performing managers, or the breakout managers the last few years, I think you put probably Thrive, Green Oaks, Founders Fund, and Eli Gill definitely up there. And all four of them are one person led.”
Harry Stebbings Jul 31, 2025 ▶ 18:06 Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
Aug 8, 2025 bullish
Prediction Held up
David protein bars will hit $100M revenue in first year
“And then with David, he's raised eighty-five million dollars from Green Oaks, Peter Atiyah, Andrew Huberman, and in their first year alone, they're gonna do a hundred million dollars in revenue.”
Harry Stebbings Aug 8, 2025 ▶ 0:42 20VC: The $BN Greenoaks Backed Protein Bar | Hitting $100M Revenues in David's First Year: Lessons & Mistakes | $0 to $600M: The Untold RXBAR Story | Product-Market-Fit, Pricing, Branding: What Every Founder Gets Wrong Today with Peter Rahal
Mar 16, 2026 positive
Assertion Supported
Rajaram: Green Oaks averages just 11 portfolio companies per fund
“Six, there's seven funds have basically what, 65 companies overall, or six funds are 65 companies, 11 companies per fund.”
Gokul Rajaram Mar 16, 2026 ▶ 59:42 Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
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