Marketo
5 statements across 4 episodes · 1 bullish · 4 bearish · 1 people on the record · first statement Apr 30, 2026 by Jason Lemkin · said 47 times in 23 episodes since 2016 · across every show →
Mentions by year
brought up most by Jason Lemkin (29), Neeraj Agrawal (3), Harry Stebbings (3), Brian Halligan (3), Sam Blond (1), Oliver Jay (1), Michael Skok (1), Max Motschwiller (1)
tap a year for its mentions
2026 24 mentions in 11 episodes 2 per episode
- Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
- Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
- Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- 3 more episodes that year, every mention in 2026 →
2025 5 mentions in 3 episodes 2 per episode
- Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
- Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
- Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy · 20VC with Harry Stebbings
- every mention in 2025, scene by scene →
2024 7 mentions in 3 episodes 2 per episode
- Jason Lemkin: Why Pricing is Worse Than Ever and There is More Funding Than Ever | E1157 · 20VC with Harry Stebbings
- Jason Lemkin: PluralSight S*** the Bed & The Next IPO Candidates | E1160 · 20VC with Harry Stebbings
- Sam Blond: Why Startups are Doing Outbound Wrong and How to Fix It | E1139 · 20VC with Harry Stebbings
- every mention in 2024, scene by scene →
2023 1 mention in 1 episode
2022 1 mention in 1 episode
2018 1 mention in 1 episode
2016 8 mentions in 3 episodes 3 per episode
- 20VC: The Best Determinant Of Product Market Fit & Why Prior Experience Is Not Required For Founder Success with Neeraj Agrawal, General Partner @ Battery Ventures
- 20VC: Why Valuation Is A Stupid Concept, VC Is Ripe For Disruption & Not All LPs Are Made Equal with Michael Skok, Founding Partner @ Underscore VC
- 20VC: Index's Ilya Fushman on The Key Lessons From Scaling Dropbox To 400m Users, Is Excessive Amounts Of Capital Driving Valuations Too High In The Valley & Why Venture Is Like Being On A Swim Team Not A Soccer Team
- every mention in 2016, scene by scene →
Everything said about Marketo, oldest first
Apr 30, 2026 bearish
Lemkin: AI agents render Marketo, Outreach, and Salesloft worthless
“They're not going to recommend Marketo for your agent to do marketing automation, ok? In fact, it mocked Marketo outreach and sales loft as tools useless to agents. Ok, this API grid. They said there is no place in the, an agent will never send an email throug…”
Jul 2, 2026 bullish
Lemkin: B2B SaaS will see Bending Spoons-style roll-ups revive legacy software
“And I think there's also going to be another bending spoons in B to B that's going to nail this. They're going to buy these horrific products like Marketo and others, put a few smart people in it and just boost the NRR.”
Jul 16, 2026 bearish
Jul 16, 2026 bearish
Lemkin: Adobe's Marketo is in terminal decay and heading to zero revenue
“It is going to zero. It is, but it is one of the slowest decays you can get, right? Because moving off a marketing automation system in the enterprise is very slow, but it is without question going to zero. There are no net new logos and everyone hates it.”