Klaviyo, every mention
71 scenes, the whole family · ← back to Klaviyo
tap a year for its mentions
every year anyone Jason Lemkin 62Harry Stebbings 53Andrew Bialecki 24Jason Calacanis 7Elias Torres 5Deven Parekh 3Rory O'Driscoll 1David Frankel 1
Verbatim, from the transcripts: the passages where Klaviyo comes up
The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
- ▶ 1:26:33 David Frankel So Klaviyo loved Andrew, loved Ed, came to me first, came through Hugo van Furen, who also sent us Suno, and didn't do it because of the framework.
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
- ▶ 7:38 unnamed speaker It's like, you know, you give five percent of your company to Shopify, like Klaviyo, like Klaviyo did so that they don't destroy you. 2 times in the scene
Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
- ▶ 1:17:09 Jason Calacanis And this is where, and Andrew Bilecki, CEO of Klaviyo, he came to Sastor AI annual this year, and he talked about what they're doing in AI. 2 times in the scene
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- ▶ 15:43 Jason Lemkin You saw the pictures, but our very last speaker, it was kind of him to come because it was the last one people are tired, was Andrew Bilecki, who's the co-founder and CEO of Klaviyo. 3 times in the scene
- ▶ 17:48 Harry Stebbings Are you more bullish on Klaviyo post seeing the inner workings of Andrew, and is he a top one percent public company CEO on AI? 3 times in the scene
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 1:05:53 Jason Lemkin We're going to have Andrew from Klaviyo, the CO demoing his agents.
Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
- ▶ 13:44 Harry Stebbings How would you think about Klaviyo? 8 times in the scene
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- ▶ 1:10:16 Jason Lemkin Klaviyo versus Shopify. 6 times in the scene
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
- ▶ 39:50 Jason Lemkin But when I look at Shopify trading at 15 times revenue and Klaviyo selling at five, okay, and Klaviyo growing just as quickly, I do. 4 times in the scene
20Growth: How Wix Built a $100M Marketing Machine | Why LTV is BS and Why Time Return On Investment is the Most Important Metric | How to 10x Your Growth: What is the Next Great Channel with Omer Shai, CMO @ Wix
- ▶ 3:24 Harry Stebbings Used by product teams at companies like Toast, Vimeo, Klaviyo, and many more, Reforge helps teams ship more features than actually get used.
- ▶ 1:00:00 Harry Stebbings Used by product teams at companies like Toast, Vimeo, Klaviyo, and many more, Reforge helps teams ship more features than actually get used.
Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady · 20VC with Harry Stebbings
- ▶ 6:17 Harry Stebbings I think a really interesting part actually is that Andrew Bielecki at Klaviyo, he made the decision to kind of go back to product as a public company CEO and bring someone else in.
20Product: Is the Design Phase Dead in a World of AI | Has Claude Code Crushed Anthropic Already | What Roles of a PM Are Less and More Important with AI | How the Best Product Leaders Tell Stories with Noam Lovinsky, CPO @ Superhuman
- ▶ 3:55 Harry Stebbings Used by product teams at companies like Toast, Vimeo, Klaviyo, and many more, Reforge helps teams ship more features than actually get used.
- ▶ 45:36 Harry Stebbings Used by product teams at companies like Toast, Vimeo, Klaviyo, and many more, Reforge helps teams ship more features than actually get used.
Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
- ▶ 35:42 unnamed speaker And then the interesting question is why can't this, this was the, the question years, a couple of years ago that, um, I remember Andrew Bilecki from Klaviyo said is like, well, why not? 2 times in the scene
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 35:48 Jason Calacanis This last week too, Andrew Bilecki, the CEO of Klaviyo brought on the ex co-CEO of Workday to run most of Klaviyo, right? 4 times in the scene
Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
- ▶ 8:48 Jason Calacanis And there's even folks like Klaviyo that are crushing it and still trading at six X north of a billion.
OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 5:16 Jason Lemkin Of Shopify and Stripe, and Toby was so angry in his mind that he put Stripe on the board that then he went to Klaviyo and said, listen, I'm going to do the same thing for email that I did with payments on Shopify, but you got to give me…
Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings
- ▶ 11:52 Jason Lemkin And, and the Klaviyo's and Figma's, but the mega ones, I think it could just be a, a, a force of nature coming.
- ▶ 1:24:59 Jason Lemkin I just don't see, I, I, I've never done well on these platform adjusted risks, but I've heard good things about Klaviyo, but Klaviyo and the dishes, Viva and Salesforce, we got to pass on this one, Rory. 2 times in the scene
How Do All Providers Deal with Anthropic Dependency Risk & Figma IPO Breakdown: Where Does it Price? · 20VC with Harry Stebbings
- ▶ 15:15 Rory O'Driscoll First of all, Clavio made it work.
How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings
- ▶ 18:17 Harry Stebbings When I look at Klaviyo, when I look at UiPath, when I look at Service Titan, the list goes on and on of companies that actually took a long time to get to a million in ARR.
Dave CEO, Jason Wilk: The Best Performing Fund Would Only Back YC Founders on Their Second Time · 20VC with Harry Stebbings
- ▶ 23:55 Harry Stebbings And so many of the great founders, from your UiPath to your Klaviyos to your service titans of the world, honestly had exactly the same experience as you.
Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
- ▶ 1:05:01 Harry Stebbings Because I struggle with that statement, too, because I have so many great entrepreneurs in here, from the founders of UiPath, and the founders of Klaviyo, and, like, go on and on and on at Toby at Shopify, which gives me, dude, I have,…
Elias Torres, Co-Founder and CEO @ Agency: What No One Tells You About Selling Your Company · 20VC with Harry Stebbings
- ▶ 27:13 Harry Stebbings You recruited Andrew at Klaviyo, Whitney, who's now HubSpot CTO, Chris O'Donnell at Daynow.
- ▶ 1:02:33 Elias Torres That Klaviyo, you know, I'm a first investor, good friends with Andrew, right? 4 times in the scene
- ▶ 1:04:48 Elias Torres And so that, I worked with, you know, Red Bull, Ticketmaster, the NBA, Klaviyo, I mean, that's kind of where the idea for, for agency.
- ▶ 1:07:58 Harry Stebbings Well, you could have said Klaviyo, that was a mistake.
Mike Maples: Three Frameworks to Evaluate Startups and Founders | E1242 · 20VC with Harry Stebbings
- ▶ 1:08:12 Harry Stebbings I look at Klaviyo, I look at UiPath, I look at Service Titan, I look at some of the- Most of those didn't raise a lot of money before product market fit.
Akshay Kothari: How Notion Has More Money Than Ever & Why Startup Fundraising is Broken | E1203 · 20VC with Harry Stebbings
- ▶ 21:31 Harry Stebbings It's funny, I had the founders of UiPath, Klaviyo, Service Titan, and none of them could raise, and it meant that they all were forced to stay very close to customers for the first few years, and they didn't hire customer service teams,…
Dax Dasilva: $900M ARR at $2.6BN Market Cap?! Lightspeed, The Most Undervalued Public Company |E1188 · 20VC with Harry Stebbings
- ▶ 7:32 Harry Stebbings So I've interviewed the founder of Clavio, UiPath, and Service Titan, and all of them said the exact same thing to me, which is we were so close to the customer, because we couldn't afford customer support, and we had to just do it all…
Jason Lemkin: Crowdstrike, WTF Happens From Here? Wiz Rejects Google’s $23BN Acquisition Offer|E1181 · 20VC with Harry Stebbings
- ▶ 42:59 Jason Lemkin I'm still going to say Klaviyo for a variety of reasons, and I'll tell you why. 8 times in the scene
- ▶ 45:58 Jason Lemkin So I just think we, we, no one ever talked about Klaviyo until a couple months ago.
Andrew Bialecki: Is Klaviyo the Most Under-Priced Public Company? | E1170 · 20VC with Harry Stebbings
- ▶ 0:12 Andrew Bialecki We were, when we were building Clavio, venture firms had these kind of, you know, we'll give you 20,000 dollars, and it's like, you know, no strings attached, no equity.
- ▶ 4:12 Harry Stebbings I heard that the Klaviyo business was not, uh, always what it is today, and what I mean by that is I heard it was a database for analytics, and it's kind of taken a couple of iterations to get where we are.
- ▶ 7:23 Andrew Bialecki And in some sense, we built Klaviyo to say, like, well, gosh
- ▶ 9:35 Andrew Bialecki And so for us, like with Klaviyo, one of the first things we did
- ▶ 13:22 Andrew Bialecki We had this concept of, well, Klaviyo as a brand would be for our, you know, um, for, you know, entrepreneurs, founders, you know, uh, businesses that we're scaling up. 2 times in the scene
- ▶ 13:36 Andrew Bialecki Um, and we call that other brand Klaviyo one.
- ▶ 14:30 Harry Stebbings Like, Klaviyo's brand, generally, I think is, like, dramatically underestimated and less known, and then you speak to this segment that you are just adored. 3 times in the scene
- ▶ 17:43 Andrew Bialecki The other answer was, uh, we were, when we were building Clavio, uh, we'd applied to all these venture firms
- ▶ 18:25 Harry Stebbings Do you think Klaviyo would have been successful if you had raised a five on 25 seed round?
- ▶ 20:20 Andrew Bialecki Uh, I remember when the first couple of, uh, you know, Klaviyo's, especially on the, you know, product engineering side started, man, we did, we got a lot more done.
- ▶ 28:50 Andrew Bialecki And, uh, I always feel like that was a great way that, you know, for folks that, you know, were really invested in Klaviyo, it's like, you know, for some of them, I mean, they grew up, you know, they grew up their careers at Klaviyo and… 2 times in the scene
- ▶ 29:35 Harry Stebbings I spoke to some brilliant friends and they, they gave me some insider tips and they said a big needle mover for the company was when MailChimp was kicked out of the Shopify ecosystem and you'd kind of hung around the hoop long enough and… 2 times in the scene
- ▶ 34:10 Andrew Bialecki Klaviyo to folks. 2 times in the scene
- ▶ 36:24 Andrew Bialecki Like we try to, you know, we have a lot of, uh, you know, folks that integrate into Klaviyo now, and we try to do the same thing of just be very clear about,
- ▶ 37:24 Andrew Bialecki Uh, you know, I used to tell, uh, you know, our folks at Klaviyo, uh, and even external investors, I was like, because people ask all the time, when will you go public? 6 times in the scene
- ▶ 46:56 Andrew Bialecki One is, um, I think every consumer business should be running, building, growing on top of Klaviyo. 2 times in the scene
- ▶ 48:55 Harry Stebbings If you think about current technical tools, now Klaviyo being one of them, we sell tools that enable people to do the work. 2 times in the scene
- ▶ 54:06 Harry Stebbings Klaviyo outperformed HubSpot last quarter. 3 times in the scene
- ▶ 1:01:34 Andrew Bialecki Klaviyo, I think in the future, you know, for consumers, there should be these multiple interfaces that people can touch and feel. 3 times in the scene
- ▶ 1:06:08 Harry Stebbings You know, when you IPO, when you build a business like Klaviyo, your financial situation changes. 2 times in the scene
Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
- ▶ 16:29 Harry Stebbings I, I actually think about this a lot too, and I'm just like looking at, you know, I've got the founder of Klaviyo on the show tonight, which is a seven billion dollar company, you know, doing seven hundred and fifty million a year in…
Jason Lemkin: PluralSight S*** the Bed & The Next IPO Candidates | E1160 · 20VC with Harry Stebbings
- ▶ 20:48 Harry Stebbings Look at your Klaviyo. 5 times in the scene
- ▶ 26:52 Jason Lemkin Um, if only had two, we've only had Klaviyo and Rubrik. 3 times in the scene
- ▶ 51:27 Jason Lemkin And again, it sucks that Klaviyo is at six X because I don't know that, I mean, Canva is bigger. 2 times in the scene
- ▶ 54:39 Jason Lemkin And then Klaviyo, we talked about, 42% at eight hundred million.
Jason Lemkin: Why Pricing is Worse Than Ever and There is More Funding Than Ever | E1157 · 20VC with Harry Stebbings
- ▶ 44:36 Jason Lemkin Or whether you raised almost nothing like Klaviyo and then a bunch and then all, and then burn nothing.
- ▶ 1:13:23 Jason Lemkin I think we're gonna see that, that this is one of those, uh, I think him and Andrew from, um, uh, Klaviyo were just missed because they're out of the circle. 15 times in the scene
Jason Lemkin: Predictions for 2024 - What Does a Trump Administration do for Startups? | E1099 · 20VC with Harry Stebbings
- ▶ 54:37 Jason Lemkin Not they were great companies, Klaviyo, Arm, uh, Instacart, A-plus companies, like, but not, but, but just good IPOs because the markets were tough, right? 2 times in the scene
Roundtable #5 with Jack Altman, Auren Hoffman, Jason Lemkin, Harry Stebbings | E1077 · 20VC with Harry Stebbings
- ▶ 55:46 Jason Lemkin Um, Arm and Klaviyo, one of my all-time favorites, are all of them up from their trading price, because it's struggling now, like we're struggling when we're doing this today.
Ed Sim: Why Seed Has Never Been More Competitive & Why Pricing Has Never Been Higher | E1076 · 20VC with Harry Stebbings
- ▶ 47:25 Harry Stebbings Do you think we mentioned in Scott earlier in Scott, um, it didn't, uh, Clavio sadly didn't with it.
20VC: NEW FORMAT: Harry Stebbings on Why Seed Pricing is as High as Ever, Why Series A is the Best Place to Invest Today, Why Growth Founders Need to Reshape Expectations, Why M&A Windows Remain Shut and When Will IPO Windows Crack Open
- ▶ 20:11 Harry Stebbings Klaviyo, Arm, and Instacart were not enough to crack open the IPO markets.
Roundtable #4 with Jason Lemkin, Woody Marshall, Deven Parekh, Harry Stebbings | E1071 · 20VC with Harry Stebbings
- ▶ 30:09 Deven Parekh Claveo is trading at eight times forward, you know, growing at 50%, um, with, you know, I think profitable, um, Shopify concentration, maybe that's an offset, but
- ▶ 35:14 Jason Lemkin I mean, I'm a super fan of Klaviyo for many years, right? 3 times in the scene
- ▶ 43:44 Jason Lemkin What if Klaviyo had decided to IP, I'm just looking today, Klaviyo's at 36, ok? 6 times in the scene
- ▶ 49:35 Deven Parekh And so it's certainly worth the Claveo multiple. 2 times in the scene
- ▶ 50:51 Harry Stebbings The two that I'm kind of interested in is, like, over and under, and we can choose the company, on Arm or Klaviyo. 6 times in the scene
Is the VC Model Broken? Jason Lemkin, Mike Maples, Eric Paley & Harry Stebbings Debate | E1062 · 20VC with Harry Stebbings
- ▶ 1:03:15 Harry Stebbings Uh, we saw Clavio now go out today being priced at upwards to 6.8 billion.
- ▶ 1:09:42 Jason Lemkin Klaviyo is going to be worth, I think, close to ten billion.