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Midjourney

5 statements across 4 episodes · 4 bullish · 1 bearish · 4 people on the record · first statement Aug 18, 2023 by Richard Socher · said 37 times in 22 episodes since 2023 · across every show →

Mentions by year

brought up most by Harry Stebbings (7), Martin Casado (5), Guillermo Rauch (4), Mikey Shulman (3), Gustav Söderström (3), Ketty Slonimski (2), Howie Liu (2), Will Wu (1)

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2026 2 mentions in 2 episodes 1 per episode
2025 17 mentions in 9 episodes 2 per episode
2024 2 mentions in 2 episodes 1 per episode
2023 16 mentions in 9 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Midjourney, oldest first

Aug 18, 2023 negative
Opinion
Socher: AI image generation capabilities have effectively maxed out
“And that is an image generation. It's photorealistic now. Look at some of these mid journey images. You can just say, I want this exact thing. And it'll just give you a photorealistic image of the scene you just described. Where do you go from there? You can't…”
Richard Socher Aug 18, 2023 ▶ 46:45 Richard Socher: The 3 Biggest Barriers to Building AGI; AI Startups vs Incumbents | E1050 · 20VC with Harry Stebbings
Jan 4, 2024 positive
Assertion Supported
Midjourney reached $200M ARR with virtually zero venture capital
“Mid, mid journey company that's raised next to no money or no money at all. And now does, I think, two hundred million in ARR.”
Harry Stebbings Jan 4, 2024 ▶ 3:13 Jason Lemkin: Predictions for 2024 - What Does a Trump Administration do for Startups? | E1099 · 20VC with Harry Stebbings
Feb 2, 2024 positive
Disclosure
Will Wu: Match Group designers use Midjourney and DALL-E for concepts
“I have already some product designers on my team who are using tools like mid journey or Dolly to come up with different UI concepts or visual concepts.”
Will Wu Feb 2, 2024 ▶ 44:18 Will Wu: Top Five Product Lessons from Creating Snapchat "Discover" and "Chat" | E1111 · 20VC with Harry Stebbings
Jul 28, 2025 bullish
Insight
Casado: Specialized Diffusion Models Like Midjourney Have Superior Business Economics
“Like, say, like 11 Labs, Midjourney, Black Forest Labs, Ideogram. These are wonderful businesses that have great economics because the models are smaller.”
Martin Casado Jul 28, 2025 ▶ 10:28 a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings
Jul 28, 2025 positive
Assertion Supported
Casado: Midjourney Leads AI Image Generation With Zero Institutional VC Funding
“Mid journey was the first that got above the quality bar. It's taken zero investment from institutions. It's still the market leader. And it continues to do great.”
Martin Casado Jul 28, 2025 ▶ 14:59 a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings
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