StarZero All shows Try the podcast clipper →

Lightspeed Commerce

7 statements across 1 episodes · 3 bullish · 1 bearish · 1 people on the record · first statement Aug 9, 2024 by Dax Dasilva · said 28 times in 4 episodes since 2024 · across every show →

Mentions by year

brought up most by Dax Dasilva (20), Harry Stebbings (8)

tap a year for its mentions
00131252202420252026episodesmentions
012202420252026episodes it came up in
007.51152202420252026episodesmentions per episode
2026 2 mentions in 1 episode
2025 1 mention in 1 episode
2024 25 mentions in 2 episodes 13 per episode

every mention, scene by scene, with the transcript →

Everything said about Lightspeed Commerce, oldest first

Aug 9, 2024 positive
Opinion
Dasilva: Simpler merchants are better served by Clover, Square, or Shopify
“You know, you may be better served by a Clover or a Square or a Shopify.”
Dax Dasilva Aug 9, 2024 ▶ 20:06 Dax Dasilva: $900M ARR at $2.6BN Market Cap?! Lightspeed, The Most Undervalued Public Company |E1188 · 20VC with Harry Stebbings
Aug 9, 2024 neutral
Assertion Not publicly verifiable
Dasilva: Lightspeed spent zero on advertising during its first seven years
“In those first seven years, it's zero. We spent zero money on, on advertising, right?”
Dax Dasilva Aug 9, 2024 ▶ 15:26 Dax Dasilva: $900M ARR at $2.6BN Market Cap?! Lightspeed, The Most Undervalued Public Company |E1188 · 20VC with Harry Stebbings
Aug 9, 2024 neutral
Disclosure
Dasilva: Lightspeed bootstrapped without outside capital for seven years
“No, we didn't raise money for the first seven years.”
Dax Dasilva Aug 9, 2024 ▶ 7:22 Dax Dasilva: $900M ARR at $2.6BN Market Cap?! Lightspeed, The Most Undervalued Public Company |E1188 · 20VC with Harry Stebbings
Aug 9, 2024 bullish
Assertion Supported
Dasilva: Lightspeed has achieved three quarters of positive EBITDA
“And, you know, we've got three quarters of EBITDA positivity under our belt.”
Dax Dasilva Aug 9, 2024 ▶ 22:54 Dax Dasilva: $900M ARR at $2.6BN Market Cap?! Lightspeed, The Most Undervalued Public Company |E1188 · 20VC with Harry Stebbings
Aug 9, 2024 bullish
Disclosure
Dasilva: Lightspeed expects $1B in revenue this fiscal year
“So this fiscal year that we just finished was about 900, but this fiscal year, we were forecasted to be a billion in revenue.”
Dax Dasilva Aug 9, 2024 ▶ 12:25 Dax Dasilva: $900M ARR at $2.6BN Market Cap?! Lightspeed, The Most Undervalued Public Company |E1188 · 20VC with Harry Stebbings
Aug 9, 2024 negative
What-if
Dasilva: Lightspeed should have launched its cloud product earlier
“We could have done it a couple of years earlier and it could have benefited us to have done it a few years earlier. Our cloud product was out by, you know, 2000 13. You know, Square some other folks like Shopkeep had which we acquired later maybe had a couple …”
Dax Dasilva Aug 9, 2024 ▶ 9:25 Dax Dasilva: $900M ARR at $2.6BN Market Cap?! Lightspeed, The Most Undervalued Public Company |E1188 · 20VC with Harry Stebbings
Aug 9, 2024
Assertion Not checkable as stated
Dasilva Coded Until 4 AM Daily During Lightspeed's First Two Years
“The first two years I coded literally till four in the morning every day.”
Dax Dasilva Aug 9, 2024 ▶ 0:00 Dax Dasilva: $900M ARR at $2.6BN Market Cap?! Lightspeed, The Most Undervalued Public Company |E1188 · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more