Miles Clements

14 statements across 1 episodes · 6 bullish · 1 bearish · 1 people on the record · first statement Mar 9, 2026 by Miles Clements · said 3 times in 2 episodes since 2025 · across every show →

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

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brought up most by Harry Stebbings (3)

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Everything said about Miles Clements, oldest first

Mar 9, 2026
Insight
Clements: Rapid growth can obscure underlying structural problems within a business
“Growth can obscure and blind you to a lot of underlying ills in the business.”
Miles Clements Mar 9, 2026 ▶ 25:17 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
Mar 9, 2026
Insight
Clements: Startups delay IPOs to avoid $5B market cap murkiness
“I don't think that's actually the reason. I think it's because generally speaking, you want to go public and you want to be able to have like fairly clear line of sight to hitting the five billion dollar threshold and trading beyond that. Cause it's murky belo…”
Miles Clements Mar 9, 2026 ▶ 46:16 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
Mar 9, 2026
Disclosure
Clements: Extrapolating temporary ARR spikes as product-market fit is a trap
“There have been investments where, you know, a company went from, they had a million dollars of ARR, and then in the period that you know, before they fundraise, they had like a four million dollar quarter, and it's like, they've got it. Like the product marke…”
Miles Clements Mar 9, 2026 ▶ 24:24 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
Mar 9, 2026
Insight
Clements: Only top 10 private tech companies can avoid IPOs
“With that said, I think that applies to like the 10 best private companies in the world. Like Databricks can do those things. Stripe can do those things. There's a lot of companies that just do need to get public.”
Miles Clements Mar 9, 2026 ▶ 45:30 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
Mar 9, 2026
Insight
Clements: The art of investing lies in knowing when to break rules
“Investing is an art and a science. The science is understanding how to Properly value a company in the yard is understanding when to break the rules.”
Miles Clements Mar 9, 2026 ▶ 0:26 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
Mar 9, 2026 positive
Opinion
Clements: Abridge founder Shiv Rao is a generational talent
“I don't know that I would characterize it as we lost, but the company that I, where I really, really loved the founder and we didn't get there was Shiv and a bridge. We actually hosted this AI dinner a couple of weeks ago and I was like, I'm going to manipulat…”
Miles Clements Mar 9, 2026 ▶ 59:53 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
Mar 9, 2026 positive
Insight
Clements: VCs can achieve success in the current market backing consensus deals
“You can actually be successful in this market investing in consensus.”
Miles Clements Mar 9, 2026 ▶ 12:07 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
Mar 9, 2026 bullish
Opinion
Clements: Public market repricing of SaaS software stocks is an overrotation
“Fundamentally, people are valuing the future cash flows and the future terminal value of these companies differently, and I don't think that's wrong, but I do think this has been an overrotation.”
Miles Clements Mar 9, 2026 ▶ 46:44 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
Mar 9, 2026 bullish
Disclosure
Clements: Accel is not in Figma, calls company oversold
“We are not a part of Figma, but have a lot of respect for that company. But I know that Dylan is a generational founder, and it's a very important company with an incredible financial profile, and it just feels for a lot of ways, for a lot of reasons, oversold…”
Miles Clements Mar 9, 2026 ▶ 46:58 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
Mar 9, 2026 bullish
Prediction Not checkable as stated
Clements: Generational AI opportunities and outcomes are just beginning
“Those companies will be bigger than the outcomes that I probably envisioned a year ago, and there is still time to be a part of some of them, and because, like, the innovation flywheel is just getting started. We are barely scratching the surface.”
Miles Clements Mar 9, 2026 ▶ 42:54 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
Mar 9, 2026 positive
Disclosure
Clements: Accel regrets missing out on investing in ElevenLabs
“I think 11 Labs is a clear company that we wish we had been a part of. As you know, we haven't spent enough time with the founder, which is, you know, our loss. I think we really regret that one.”
Miles Clements Mar 9, 2026 ▶ 59:07 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
Mar 9, 2026 neutral
Disclosure
Clements: Accel avoids major celebrations even after $14.9B exits
“There's a an appropriate congratulations and acknowledgement to Dan. There is a huge, loud, full-throated thank you to Alex, and then everybody gets the fuck back to work, you know, and like, it's a humbling industry, and you are only as good as the next thing…”
Miles Clements Mar 9, 2026 ▶ 43:31 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
Mar 9, 2026 negative
Opinion
Clements: Traditional VC startup benchmarks are now largely obsolete
“I think this is why, you know, the benchmarks that used to give us all comfort are largely obsolete now. And so, like, you have to be really clued into the usage intensity of your product and really understand how people are using it.”
Miles Clements Mar 9, 2026 ▶ 25:00 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
Mar 9, 2026
Insight
Clements: Losing a competitive deal stings more than missing it
“They're equally bad, but losing stings more. Having had the opportunity and failed, stings.”
Miles Clements Mar 9, 2026 ▶ 59:44 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
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