Mamoon Hamid

33 statements across 7 episodes · 14 bullish · 11 bearish · 5 people on the record · first statement Oct 31, 2016 by Mamoon Hamid · said 118 times in 40 episodes since 2016 · across every show →

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

Mentions by year

brought up most by Harry Stebbings (71), Jason Lemkin (10), Rory O'Driscoll (7), Everett Randle (5), Pat Grady (3), Michael Eisenberg (3), Josh Stein (3), Eoghan McCabe (3)

tap a year for its mentions
00155301020162017201820192020202120222023202420252026episodesmentions
051020162017201820192020202120222023202420252026episodes it came up in
002541020162017201820192020202120222023202420252026episodesmentions per episode
2026 28 mentions in 9 episodes 3 per episode
2025 25 mentions in 8 episodes 3 per episode
2024 28 mentions in 7 episodes 4 per episode
2022 4 mentions in 3 episodes 1 per episode
2021 2 mentions in 1 episode
2020 13 mentions in 6 episodes 2 per episode
2019 11 mentions in 3 episodes 4 per episode
2017 3 mentions in 1 episode
2016 4 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Mamoon Hamid, oldest first

Oct 31, 2016 neutral
Assertion Partly supported
Hamid: Average Successful Tech Startup Takes Eight Years to Exit
“The average Successful company takes about eight years. Massive successful company have taken sort of eight years to get to that point of exit or liquidity or IPO.”
Mamoon Hamid Oct 31, 2016 ▶ 8:04 20VC: Social Capital's Mamoon Hamid on Disrupting The Venture Model & Advancing Humanity By Solving The World's Toughest Problems
Oct 31, 2016
Disclosure
Social Capital Splits Fund Between Long-Gestation and Fast-Growth Bets
“What we have a very deliberate approach of sort of half of our investments are in those longer gestation cycle businesses, and the other half are in more predictable enterprise software and consumer businesses, where it's more apparent much faster that these b…”
Mamoon Hamid Oct 31, 2016 ▶ 8:59 20VC: Social Capital's Mamoon Hamid on Disrupting The Venture Model & Advancing Humanity By Solving The World's Toughest Problems
Oct 31, 2016 positive
What-if
Hamid: VCs Return More by Holding Winners for Decades
“And in many cases, you don't even want to distribute in those eight years because think about how much you would have made if you would have stayed in, in, in Amazon or Facebook or Google over the course of time it probably would have been much better for thos…”
Mamoon Hamid Oct 31, 2016 ▶ 8:14 20VC: Social Capital's Mamoon Hamid on Disrupting The Venture Model & Advancing Humanity By Solving The World's Toughest Problems
May 13, 2019 positive
Insight
Hamid: Startups should promote early internal leaders over hiring external executives
“And the same applies to some very passionate leaders you may have who may not have seen company go from a hundred to a billion in revenue, but they've been really great leaders along the way. And I've actually seen it myself where There's folks that you doubte…”
Mamoon Hamid May 13, 2019 ▶ 23:59 20VC: Kleiner Perkins' Mamoon Hamid on The Strategy Behind The New $600m "Back To The Future" Fund, The Truth To Price Sensitivity at Series A & Why Venture Team Building Is Like Basketball Team Building
May 13, 2019
Insight
Hamid: Organizational scaling is the biggest operational challenge post-product-market fit
“I'd say the biggest challenges that companies hit are along the organizational building. The people side of it is scaling of early employees, early leaders, To people who can help hyperscale and double down on what's working. It typically, that is where things…”
Mamoon Hamid May 13, 2019 ▶ 22:04 20VC: Kleiner Perkins' Mamoon Hamid on The Strategy Behind The New $600m "Back To The Future" Fund, The Truth To Price Sensitivity at Series A & Why Venture Team Building Is Like Basketball Team Building
Jul 8, 2024 positive
Opinion
Grady: Kleiner Perkins partner Mamoon Hamid is an exceptional deal picker
“Somebody who I really admire is Mamoon at Kleiner. I think Mamoon has an exceptional track record of investing in companies that are not at all obvious at the time. And I think about the series B in Figma, which is a round that we looked at and passed on. I th…”
Pat Grady Jul 8, 2024 ▶ 24:59 Pat Grady: Sequoia Partner on Investing Lessons from Doug Leone, Roelof Botha and Alfred Lin | E1174 · 20VC with Harry Stebbings
Oct 21, 2024 negative
Opinion
Hamid: Avoid founders who rely on top-down market mapping
“I don't like the, we looked at the landscape, and we discovered that this is a great place to build a business. Like, we did a whole market mapping exercise, And the TAM is going to be X billion dollars and, you know, we've got yeah, it is that sort of like th…”
Mamoon Hamid Oct 21, 2024 ▶ 40:49 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024 negative
Disclosure
Hamid discloses $30 million loss on shutdown startup Tally
“Thirty million or so, and that's multiples of the largest loss prior to that, so you know, I don't wear this badge of honor of, like, losing a lot.”
Mamoon Hamid Oct 21, 2024 ▶ 54:50 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024 positive
Assertion Not checkable as stated
Hamid: Every major enterprise CIO is funding AI proofs of concept
“We're in this era of doing a bunch of proof of concepts. You're just trying out all this cool stuff that's come into existence in the last two years and seeing, what can I do with it? And every CIO at every large company is spending real money doing POCs.”
Mamoon Hamid Oct 21, 2024 ▶ 11:04 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024 positive
Disclosure
Hamid shares entry valuations for Slack, Figma, and Rippling
“Probably Slack, I would say, you know, even at the 250 post that's, you know, with all the dilution over time and, If you take the twenty-seven billion or some other number that's a, obviously, a good, great multiple. Figma, you know, the initial investment wa…”
Mamoon Hamid Oct 21, 2024 ▶ 30:24 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024
Disclosure
Hamid: Kleiner Perkins needs 15-20% ownership on $5M-$10M early-stage checks
“Because as you know, Harry, you know, we have to get our ownership at the early stages where you're investing five to ten million dollars for 15 to 20% for the math to work for our funds.”
Mamoon Hamid Oct 21, 2024 ▶ 7:02 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024 bearish
Opinion
Hamid: AI middleware is overinvested and its value will be fleeting
“There's a lot of time being spent on a lot of the middle layer between the foundation models and the applications. And I think in the middle layers, middleware, things that allow you to use those models better, faster, cheaper and build applications on top. So…”
Mamoon Hamid Oct 21, 2024 ▶ 13:21 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024 bullish
Prediction Open · timeframe Oct 2034
Hamid: Tech sector will gain $10 trillion in annual spend within decade
“So, 10 trillion of annual spend will get created for technology companies over the next decade.”
Mamoon Hamid Oct 21, 2024 ▶ 18:56 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024 bullish
Disclosure
Hamid: Invested in Slack at a $250M valuation on $500k ARR
“It was 500 K of ARR at the time... Two hundred fifty million post.”
Mamoon Hamid Oct 21, 2024 ▶ 45:00 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024 negative
Opinion
Hamid: Prefers capital-efficient startups over capital-intensive models like DoorDash
“I, I'm, those are not my kind of businesses. I like more capital efficiency but I can get behind them.”
Mamoon Hamid Oct 21, 2024 ▶ 58:31 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024 bullish
Prediction Not checkable as stated
Hamid: Current AI ground-floor value creation will never be repeated
“We will not see this sort of like, At the ground floor level value creation in our lifetimes ever again.”
Mamoon Hamid Oct 21, 2024 ▶ 1:02:20 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024 bullish
Prediction Open · timeframe Oct 2034
Hamid: AI agents will replace human customer support within 10 years
“I think we will hopefully never talk to a customer support agent ever again. Like someone you call for the airlines, like, you know, help me my flight, I need to upgrade it, or I need to change my seat, or can you cancel it because I can't go? You know, the ba…”
Mamoon Hamid Oct 21, 2024 ▶ 11:56 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024 negative
Opinion
Hamid: Kleiner Perkins avoids backing great founders in bad markets
“Bad markets, the structure of industries where margins are compressed and customers are bad, life's just too hard that way... Probably not.”
Mamoon Hamid Oct 21, 2024 ▶ 44:09 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024
Disclosure
Hamid: 15-year hold on a 70x multiple deal yielded only 15% IRR
“There's one investment I remember doing early days of USVP, Where we did it at, I think, TenPost. And it was a three million dollar check for like 30% of the company. And that company, about a year and a half ago, the founder CEO, Steve Flagg, still a friend, …”
Mamoon Hamid Oct 21, 2024 ▶ 30:56 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024 neutral
Prediction Not checkable as stated
Hamid: Kleiner Perkins will not expand into a massive capital accumulator
“I don't think we want that at all. I think we love where we are today. We really do, and I don't try to, I'm not BSing you. You're a long time friend, and I believe in venture, early stage venture being a beautiful asset class, especially if you can follow the…”
Mamoon Hamid Oct 21, 2024 ▶ 58:46 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024 bullish
Prediction Not checkable as stated
Hamid: AI revenue will justify CapEx by expanding into global labor markets
“I think the revenue will be there for, because again, we're not just tackling software, linear software, as I call it. We're tackling Like labor, and labor shortages, and things that humans can do, but it's the worst part of their job, or we don't have enough …”
Mamoon Hamid Oct 21, 2024 ▶ 19:13 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024
Disclosure
Hamid: Kleiner Perkins spent millions building and maintaining an internal CRM
“We built an internal CRM at Kleiner Perkins, and I think it sort of cost us many millions of dollars, and then ongoing millions of dollars a year to just upkeep.”
Mamoon Hamid Oct 21, 2024 ▶ 9:39 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024 negative
Insight
Hamid: VCs lack neuroplasticity to switch between early and late stages
“I think generally speaking, though it's hard to have the neuroplasticity to one day think about you know, 10 years ahead and a new infrastructure company that's building on a new open source framework, and the next day think about, like, pre-IPO stage, you kno…”
Mamoon Hamid Oct 21, 2024 ▶ 53:43 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024 negative
Insight
Hamid: Outcome scenario planning in venture capital is false precision
“It's such false precision that I think it's, it feels like busy work actually.”
Mamoon Hamid Oct 21, 2024 ▶ 50:29 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024 negative
Insight
Hamid: Valuing early-stage startups on revenue multiples is a mistake
“Yeah, I think it's really a mistake to look at revenue multiples at like half a million.”
Mamoon Hamid Oct 21, 2024 ▶ 46:05 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024 bullish
Assertion Supported
Hamid: AI SaaS startups command $300 to $500 monthly per seat
“What we're seeing right now is that you have seat-based pricing that was like, 30 dollars a month, 40 dollars a month, and now you're getting 300 dollars a month, 400 dollars a month, even 500 dollars a month for the software.”
Mamoon Hamid Oct 21, 2024 ▶ 8:43 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024 positive
Disclosure
Hamid: Early Figma data showed designers using the product 15-18 days monthly
“You just saw that designers were using the product 1516, 1718 days out of a month.”
Mamoon Hamid Oct 21, 2024 ▶ 36:30 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024 negative
Insight
Hamid: Early-stage VC firms should not use voting structures
“Yeah, I don't believe in voting structures for early stage venture capital. I think you have to have, allow every partner to put themselves on the line with their conviction that they've built up over a year sometimes weeks sometimes, but you have to give into…”
Mamoon Hamid Oct 21, 2024 ▶ 48:22 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024 negative
Opinion
Hamid: Data-driven VC sourcing platforms are mostly BS
“I think it's mostly BS. Yeah. Yeah. I think many have tried and failed at using the very data oriented approach to investing in startups, when at the end of the day it's about the founders and-”
Mamoon Hamid Oct 21, 2024 ▶ 46:40 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Oct 21, 2024
Disclosure
Hamid: Kleiner Perkins reserves a 'YOLO bucket' for rule-breaking deals
“And in some ways we have a, what we call like a Yolo bucket in our funds and where you just have this extreme conviction around the founder and the company where you're sort of willing to break the rules.”
Mamoon Hamid Oct 21, 2024 ▶ 7:34 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
May 5, 2025 positive
Opinion
Moore: Mamoon Hamid is not metrics-driven, relies on taste in people
“I think Mamoon is known as someone who is very metrics driven, and I think that could not be more false. He has this incredible taste in people.”
Bucky Moore May 5, 2025 ▶ 58:53 Bucky Moore @ Lightspeed Venture Partners: Why You Cannot Do VC If You Do Not Do Pre-Seed · 20VC with Harry Stebbings
Feb 19, 2026 negative
Assertion Open
Lemkin: Chamath Palihapitiya has been sued by all his former partners
“Chamath, all his ex-partners have sued him. Mamoon sued them. The Grok guys he sued.”
Jason Lemkin Feb 19, 2026 ▶ 1:15:46 Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
Feb 23, 2026 positive
Opinion
Swisher: Mamoon Hamid was the best Series A SaaS investor
“I think the thing, the gift that Mamoon hasn't, I think from the SaaS era, Mamoon, my view is he was the best Series A investor in the SaaS era, period.”
Lucas Swisher Feb 23, 2026 ▶ 50:17 Insights from Coatue's Growth Investor Lucas Swisher · 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.