Jeff Lewis
3 statements across 3 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Nov 6, 2020 by Zach Weinberg · said 10 times in 7 episodes since 2019 · across every show →
Mentions by year
brought up most by Harry Stebbings (9), Cyan Banister (1)
tap a year for its mentions
2024 2 mentions in 2 episodes 1 per episode
- Ethan Mollick: Why OpenAl Abandons Products, The Biggest Opportunities They Have Not Taken | E1184 · 20VC with Harry Stebbings
- 20VC: Doug Leone, Bill Ackman, Bill Gurley and Orlando Bravo on "Does Price Matter"; When to Pay Up vs When to Stay Disciplined, The Biggest Lessons on Price Discipline from 8 of the World's Best Investors
- every mention in 2024, scene by scene →
2022 1 mention in 1 episode
2020 4 mentions in 2 episodes 2 per episode
- 20VC: What Is Founder Narrative Fit and How to Detect and Invest In It, How To Avoid Consensus Thinking When Investing, Price Sensititivity; When To Pay Up vs Stay Disciplined & From New York Times To General Catalyst; Why Venture and Journalism are Not S
- 20VC: Cyan Banister on Her Relationship To Money, Risk, Her Investment Decision-Making Process, Why We Will See A Reckoning in the Early Stage Market, Her Biggest Takeaways from HQ Trivia & The Future of Silicon Valley
- every mention in 2020, scene by scene →
2019 3 mentions in 2 episodes 2 per episode
- 20VC: Clearbit Founder Alex MacCaw on How To Successfully Negotiate with Investors, What Value-Add Do VCs Really Bring & Why You Should Only Have Operators on Your Board
- 20VC: Lambda School Founder, Austen Allred on Why Unemployment Is An Optimisation Problem That Will Be Solved Over The Next 20 Years, Why The Speed and Quality of Decisions Are Not Mutually Exclusive & The 1 Question All Founders Must Ask Themselves Befor
- every mention in 2019, scene by scene →
Everything said about Jeff Lewis, oldest first
Nov 6, 2020 positive
Aug 12, 2022 bullish
Lewis: Pay up for transcendent startups at 300x ARR or invest zero
“The difference between a hundred X AR multiple and a 150 X AR multiple. The reality is those are both insane. And so you have to have extremely high conviction and to have done your diligence and really believe this set of entrepreneurs Entrepreneurs, this com…”
Feb 9, 2024
Lewis: Pay 300x ARR with extreme conviction, or invest zero
“And so you have to have extremely high conviction and to have done your diligence and really believe this set of entrepreneurs, this company is going to transcend. And if you feel that way, I would go for it at 300 versus 200. If you don't, I would do zero.”