Jamin Ball

15 statements across 1 episodes · 5 bullish · 4 bearish · 1 people on the record · first statement Jan 10, 2024 by Jamin Ball · said 8 times in 5 episodes since 2020 · across every show →

On the record as a speaker too: Jamin Ball's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Harry Stebbings (3), Jason Lemkin (2), Brad Gerstner (2), Ravi Viswanathan (1)

every mention, scene by scene, with the transcript →

Everything said about Jamin Ball, oldest first

Jan 10, 2024 positive
Insight
Ball: Founders should raise smaller, milestone-based rounds to minimize cap table risk
“And like the way that we talk about it internally is don't make the cap table a risk to your business, right? Build a business the old fashioned way, raise smaller amounts of money, right? More frequently that are more milestone based. Where, when you raise a …”
Jamin Ball Jan 10, 2024 ▶ 22:56 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
Jan 10, 2024 bearish
Prediction Didn’t hold up
Ball: Regulatory opposition will block large-scale tech M&A in 2024
“From a regulation standpoint, it is really hard to see any large-scale M&A.”
Jamin Ball Jan 10, 2024 ▶ 44:10 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
Jan 10, 2024 positive
Insight
Ball: Recycling proceeds from modest exits can rescue difficult fund vintages
“And so I think what you do have is a lot of investors who are thinking now, Hey, Is that a good thing? Should we be doing that? And I think that can be a way of finding returns for investors in funds that were more challenging vintages. But I think the wrong a…”
Jamin Ball Jan 10, 2024 ▶ 32:55 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
Jan 10, 2024 positive
Insight
Ball: Public market scrutiny forces tech companies to build long-term endurance
“Like that will force companies to get fit. That will force companies to talk about their path to profitability. It will force companies to think about why are we an enduring business over the next 10 years? And while it may seem scary, it's actually like a goo…”
Jamin Ball Jan 10, 2024 ▶ 58:28 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
Jan 10, 2024 bearish
Prediction Held up
Ball: Major tech acquirers like Palo Alto Networks will buy few startups
“Palo Alto isn't going to go acquire 10 companies, right, in the next year. They might acquire a couple. Same with all these other, like, large acquirers.”
Jamin Ball Jan 10, 2024 ▶ 45:11 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
Jan 10, 2024 positive
Insight
Ball: Transitioning from point solution to platform drives top SaaS success
“And you see some of the most successful public companies today, the crowd strikes of the world, the data dogs of the world, right? And it's exactly what you just said. It's moving from a point solution to a platform. Like that's really hard.”
Jamin Ball Jan 10, 2024 ▶ 30:59 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
Jan 10, 2024
Insight
Ball: Public-caliber SaaS companies must sustain 30% to 50% growth at $100M+ ARR
“And when I say public market type company, what does that mean? It's you are sustaining growth at a 102 hundred million plus of ARR, right? Sustaining, meaning you're growing, call it 30, 40, 50% plus. The universe of companies that can do that is Very small, …”
Jamin Ball Jan 10, 2024 ▶ 29:15 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
Jan 10, 2024
Insight
Ball: SaaS startups stall at $50M ARR when failing to penetrate enterprise
“The market just wasn't that big, right? There were some early adopters, maybe in Silicon Valley, that were using your product But the reality is, is you never really broke into the enterprise, right? You never really broke into where the big dollars were, and …”
Jamin Ball Jan 10, 2024 ▶ 30:21 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
Jan 10, 2024 negative
Assertion Not checkable as stated
Ball: In 2021, startups were funded indiscriminately as future public companies
“In 20, 21, everyone was funded indiscriminately as you are going to be a public company. You're in a market that's big enough. You have a product that's differentiated enough to support a public market type company.”
Jamin Ball Jan 10, 2024 ▶ 29:04 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
Jan 10, 2024
Disclosure
Ball: Overestimating growth durability was my biggest investing mistake
“The mistakes that I made right when I reflect back was that middle category, right? It was forecasting wrong. It was saying, Hey, I think I'm identifying a good market and a good business, but I had an expectation for growth durability. That just didn't happen…”
Jamin Ball Jan 10, 2024 ▶ 38:03 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
Jan 10, 2024
Insight
Ball: True founder-friendliness requires investors to have hard conversations
“To be a truly founder friendly investor and board member. It is about having those hard conversations. It's not about shying away from conflict.”
Jamin Ball Jan 10, 2024 ▶ 14:38 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
Jan 10, 2024 negative
Insight
Ball: Software startups crammed five years of funding into 18 months
“If I had to summarize that 20, 21 period, it really was, we crammed five years of fundraising into an 18 month period.”
Jamin Ball Jan 10, 2024 ▶ 5:04 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
Jan 10, 2024
Insight
Ball: Complex VC exits take 12 to 18 months due to investor alignment
“This is why these processes end up taking 12, 18 months is because it's not 12, 18 months of negotiating with an acquirer or figuring out how to do a dividend back to the preferred, right? It takes 18 months because these are really hard decisions that are oft…”
Jamin Ball Jan 10, 2024 ▶ 13:53 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
Jan 10, 2024
Insight
Ball: An enterprise AI strategy is impossible without a data strategy
“You don't have an AI strategy without a data strategy, right? And a lot of the AI value prop today really comes down to do you have your data house in order?”
Jamin Ball Jan 10, 2024 ▶ 1:08:09 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
Jan 10, 2024 bullish
Prediction Not checkable as stated
Ball: The 2024-2025 VC vintage sits at the valuation bottom
“I think the setup for this year for next year is that we're in the bottom half, or maybe the bottom third of the valuation reset, and in the first third of a massive technology shift that's going to create a ton of creative destruction.”
Jamin Ball Jan 10, 2024 ▶ 1:12:47 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
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