Japan

19 statements across 17 episodes · 10 bullish · 3 bearish · 17 people on the record · first statement Aug 31, 2015 by Mattias Ljungman · said 191 times in 91 episodes since 2015 · across every show →

Mentions by year

brought up most by Harry Stebbings (26), Jeetu Mahtani (14), Ed Baker (13), Jonathan Ross (8), Daniel Dines (8), Mattias Ljungman (4), Emad Mostaque (4), Clay Bavor (4)

tap a year for its mentions
0020104020201520162017201820192020202120222023202420252026episodesmentions
01020201520162017201820192020202120222023202420252026episodes it came up in
001.510320201520162017201820192020202120222023202420252026episodesmentions per episode
2026 25 mentions in 12 episodes 2 per episode
2025 38 mentions in 17 episodes 2 per episode
2024 38 mentions in 13 episodes 3 per episode
2023 31 mentions in 17 episodes 2 per episode
2022 25 mentions in 10 episodes 3 per episode
2021 5 mentions in 3 episodes 2 per episode
2020 1 mention in 1 episode
2019 4 mentions in 4 episodes 1 per episode
2018 4 mentions in 3 episodes 1 per episode
2017 7 mentions in 3 episodes 2 per episode
2016 7 mentions in 5 episodes 1 per episode
2015 6 mentions in 3 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Japan, oldest first

Aug 31, 2015 bullish
Assertion Supported
Ljungman: Japanese customers pay more for tech products than global peers
“Japanese are great at paying for their products. They do, you know, they pay more than many other people in the, in, in the world”
Mattias Ljungman Aug 31, 2015 ▶ 21:51 20 VC 067: Scaling Startups Into Unicorns with Atomico's Mattias Ljungman and Carolina Brochado
Jan 1, 2016 positive
Opinion
Hanson: Hong Kong, Singapore, and Japan Are Top Asian Startup Hubs
“I would say in terms of location, if you're talking about Asia, you probably want to go somewhere where there's a good startup community and support environment. So Hong Kong, Singapore's very good. Japan's also well developed.”
Richard Hanson Jan 1, 2016 ▶ 6:28 20VC FF 028: Where To Start Your Startup and Single Founder vs Co-Founder Model with Richard Hanson, Co-Founder & CEO @ HiringScreen
Jan 20, 2016 positive
Assertion Contradicted
Israel has more NASDAQ listings than Europe, China, and Japan combined
“You've got this country that's got, what, like, eight million people, and it's got more NASDAQ-listed companies than all of Europe, plus China, plus Japan combined.”
James Cameron Jan 20, 2016 ▶ 13:25 20VC: James Cameron @ Accel on Building Great Startup Communities and The Rise of Enterprise and Cyber Security Software
Mar 11, 2016 neutral
Assertion Contradicted
De Masi: Only four global markets support a billion-dollar annual game
“Korea, Japan, China, the US, those are the four markets that can support a billion dollar gain in a year.”
Niccolo De Masi Mar 11, 2016 ▶ 19:12 20VC: Niccolo De Masi on The Bursting Of The Tech Bubble and What It Takes To Be A Celebrity Partner with Glu Mobile
Sep 22, 2017
Assertion Supported
Schlosser: US spends 18% of GDP on healthcare versus 10% elsewhere
“The U.S. Spends about 18% of GDP on healthcare. You know, Germany, Japan, Switzerland, other rich countries in the world spend maybe 10, 11% on healthcare, and those countries, by the way, tend to not have single-payer systems either.”
Mario Schlosser Sep 22, 2017 ▶ 3:58 20VC: Raising Over $700m From The World's Best Investors, How To Innovate In Highly Regulated Markets & The 3 Superpowers of Insurance Companies with Mario Schlosser, Founder & CEO @ Oscar
Sep 22, 2017 bearish
What-if
Schlosser: Matching foreign healthcare efficiency would save the US $1 trillion annually
“If we became merely as efficient as, say, Switzerland is, or Germany is, or Japan is in delivering healthcare, we would save a trillion dollars a year In the US.”
Mario Schlosser Sep 22, 2017 ▶ 7:50 20VC: Raising Over $700m From The World's Best Investors, How To Innovate In Highly Regulated Markets & The 3 Superpowers of Insurance Companies with Mario Schlosser, Founder & CEO @ Oscar
Jan 4, 2021
Assertion Supported
Marks: Japan and Europe have spent years failing to hit 2% inflation
“Japan and Europe, for example, have been trying to accomplish two percent inflation for years, and they can't make it happen.”
Howard Marks Jan 4, 2021 ▶ 11:06 20VC: Bill Gurley and Howard Marks: What Happened In 2020? What Can We Expect Looking Forward to 2021?
Feb 16, 2022 positive
Assertion Supported
Reframing invites as announcements enabled Facebook to surpass Mixi in Japan
“Japan went from one of our slowest growing countries to one of our fastest growing countries. Shortly after that, we surpassed our local competitor in Japan.”
Ed Baker Feb 16, 2022 ▶ 7:03 20Growth: Five Key Functions of a Growth Team, The Biggest Lessons Starting Uber's Growth Team and Scaling Facebook's, How To Structure The Hiring Process for Growth and What Separates Good From Great in Growth Leaders with Ed Baker, Former VP of Growth @
Apr 26, 2023 bullish
Prediction Partly held up
Jack Brody predicts Snap will take off in Japan despite LINE
“You know, Japan has been a very interesting market for us. I've always thought that that is a market in which, you know, snap would really take off because there are certain elements to it. It's very visual. It's, you know, it's playful. The lenses that we off…”
Jack Brody Apr 26, 2023 ▶ 47:48 Snap's VP of Product Jack Brody: The Future of AR; Snap Glasses; Evan Spiegel's Product Mind | E1006 · 20VC with Harry Stebbings
May 17, 2023 positive
Opinion
Mostaque: UK has the best AI regulations and talent policies outside Japan
“It's had the best apart from maybe Japan, yes.”
Emad Mostaque May 17, 2023 ▶ 50:13 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Jun 12, 2023 negative
Opinion
Summers: Europe is a museum, Japan a nursing home, China a jail
“It's a joke, but not without some element of truth to say that Europe's a museum, Japan's a nursing home, China's a jail, and Bitcoin's an experiment.”
Larry Summers Jun 12, 2023 ▶ 28:47 Larry Summers: How the Fed screwed up; What a Trump win would do to the economy | E1024 · 20VC with Harry Stebbings
Jun 26, 2023
Assertion Contradicted
Babayigit: Japan's Pachinko industry generates more revenue than the Japanese auto industry
“The average revenue per year From pachinko is larger than the Japanese auto industry, which is several hundred billion dollars a year, right?”
Akin Babayigit Jun 26, 2023 ▶ 1:22:14 Akin Babayigit: How Tripledot Studios Became #1 Fastest-Growing Company in Europe | E1030 · 20VC with Harry Stebbings
Jul 24, 2023
Assertion Not checkable as stated
Facebook's Retention Benchmark Was 6 Friends in Japan, 106 in Indonesia
“That number for Facebook back in the day varied wildly by country. Like in Japan it was like six, and in Indonesia it was a 106 or something bonkers.”
Adam Mosseri Jul 24, 2023 ▶ 1:00:55 Adam Mosseri: Why Video Is Bad For Business; Does Feed Matter Anymore? | E1039 · 20VC with Harry Stebbings
Apr 22, 2024 positive
Assertion Not publicly verifiable
UiPath's Growth in Japan Outpaced Its US Growth for Several Years
“Our growth in Japan was for a couple of years higher than in the US.”
Daniel Dines Apr 22, 2024 ▶ 1:34:37 Daniel Dines: From a Dollar a Day to Romania's Richest Man| Happiness, Wealth, Risk and more | E1143 · 20VC with Harry Stebbings
Sep 27, 2024 negative
Assertion Not checkable as stated
Mahtani: Only 1% of Japanese leads were reached via English content
“Where it did break is we underestimated that effort in Japan, because in Japan, only one percent of Japanese prospects were getting found by our English content.”
Jeetu Mahtani Sep 27, 2024 ▶ 27:29 Jeetu Mahtani, Sales Leader @Hubspot: How and When to Go International and Crush It | E1207 · 20VC with Harry Stebbings
Mar 12, 2025
Assertion Supported
Delivery Hero cut $100M–$200M by exiting Germany and Japan in late 2021
“Back in end of 2021, We felt a little bit worried about the market. We shut down Germany and Japan. We cut a 102 hundred million out of our budget before the year even started.”
Niklas Östberg Mar 12, 2025 ▶ 6:32 Niklas Östberg, Founder @ Delivery Hero: Competing with Uber and Doordash in a Capital Arms Race · 20VC with Harry Stebbings
Sep 29, 2025 positive
Assertion Supported
Ross: Japan built a two-nanometer fab and is producing wafers
“Japan decided to build a two nanometer fab. When I was there last, they were showing off these two nanometer wafers that they produced. Now, the yield's not where it needs to be. This is not production grade, but they built a two nanometer fab, and they are pr…”
Jonathan Ross Sep 29, 2025 ▶ 38:09 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
Sep 29, 2025 positive
Assertion Partly supported
Ross: Japan allocated $65 billion toward AI initiatives
“They've allocated sixty five billion dollars for AI.”
Jonathan Ross Sep 29, 2025 ▶ 38:28 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
Mar 16, 2026 positive
Assertion Supported
Rajaram: Zuckerberg refused to anonymize Facebook in Japan and won
“I remember when Facebook had to go into Japan, Japanese cultural norms were that all the Japanese social networks back then were incognito. You couldn't, for some reason, maybe saving face or something. You could not share your real name or your photo. So ever…”
Gokul Rajaram Mar 16, 2026 ▶ 46:24 Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
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