Navan, every mention
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every year anyone Harry Stebbings 125Ariel Cohen 81Jason Lemkin 11Carlos Delatorre 10Oren Zeev 8Rich Liu 6Arif Jan Mohamed 6Rory O'Driscoll 4Elad Gil 4Samir Vasavada 1
Verbatim, from the transcripts: the passages where Navan comes up
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 50:51 Harry Stebbings And then the worst thing about this market is that for any sophisticated buyer, an Airwallex, a Klarna, a Navan, a technology-facing company, everyone has built their own.
Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding · 20VC with Harry Stebbings
- ▶ 35:50 Harry Stebbings Um, and, and on the, everyone who I speak to, whether it's Airwallex or Klarna or Navan or Wix, you build your own.
Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
- ▶ 36:34 Jason Lemkin You have to accelerate in this market, and you can be an oldie like Okta and Twilio, and just, your stock can blow up, or even Navon if you re-accelerate, but the market's expectations are so high that, um, you know, guiding to 37% from…
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 57:09 Jason Lemkin The Navon, Figma, SailPoint, um, Netscope.
Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings
- ▶ 39:32 Harry Stebbings I've never met a public company CEO who hasn't, um, the Navan CEO was on the other day, and he's like, multiple times a day, multiple, multiple.
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
- ▶ 4:22 Jason Lemkin Navon coming down, look at Navon for the gravity well, coming down to a two billion dollar market cap. 2 times in the scene
- ▶ 17:33 Jason Lemkin Maybe Shopify is oversold, maybe Navon is oversold, but overall, it's not, even for Mike Cannon-Brooks, it's not great for Atlassian, if we're all going to shrink our team's
Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
- ▶ 10:41 Harry Stebbings And when I speak to Ariel at Navan, Jack at Airwallex,
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
- ▶ 56:12 Harry Stebbings And then we have the new generation of very fast and public companies, a la Navan or a la Airwallex, who are building their own systems.
20VC: From $6.2BN Market Cap to $2.8BN: What Is Not Translating About Navan's Public Story | Are Any Public Company CEOs Actually Happy? | Why Navan Built It's Own Customer Service AI and What it Could Mean For Customer Service AI with Ariel Cohen
- ▶ 0:04 Harry Stebbings So last month, Nevan went public. 5 times in the scene
- ▶ 0:57 Harry Stebbings Enter Navan, an AI-powered travel and expense platform that helps save your company money through real-time visibility, policy control, and high employee adoption. 5 times in the scene
- ▶ 4:23 Harry Stebbings I can't believe that both Navan and 20 VC are, like, 11 years old. 2 times in the scene
- ▶ 8:24 Harry Stebbings Can I ask you, when you think about like pricing an IPO, kind of almost forgetting Navan, I'm always intrigued on where you sit on this one. 5 times in the scene
- ▶ 10:57 Ariel Cohen Almost like a co-founder in the company. 5 times in the scene
- ▶ 14:29 Ariel Cohen And I think some, some kids right now that are building the next Navan, these are the ones that are always, I'm always worried about them. 6 times in the scene
- ▶ 20:06 Ariel Cohen So this is the power of Navan. 3 times in the scene
- ▶ 20:23 Ariel Cohen We are very soon going to release Navan Edge. 2 times in the scene
- ▶ 25:02 Ariel Cohen I see it with Navan.
- ▶ 35:56 Ariel Cohen Remember what I told you earlier, like, it's almost like I have two, two lenses that I'm managing in the van. 2 times in the scene
- ▶ 37:37 Ariel Cohen You know, everything I'm telling you about Navan at the end of the day, it depended on the employees here being part of this journey. 8 times in the scene
- ▶ 48:01 Ariel Cohen In a way, that's what, you know, I think my wife keeps making fun of me that the entire Navan was created because my, of my anxiety in an airport, and it's so, so true.
- ▶ 50:58 Harry Stebbings Enter Navan, an AI-powered travel and expense platform that helps save your company money through real-time visibility, policy control, and high employee adoption. 4 times in the scene
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
- ▶ 18:29 Harry Stebbings Navan, as my partner, very politely said, gosh, there really is no floor, huh?
Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
- ▶ 4:58 Harry Stebbings If we were to reflect that back on one of your best investments and one of your most concentrated positions, which obviously went public in Navan, would you say that Navan is a beneficiary of AI? 3 times in the scene
- ▶ 7:43 Oren Zeev And again, I don't, I'm not sure what I'm supposed to say and what I'm not supposed to say, so I want to leave it to the, the, the company because I don't want to trip on some, uh, SEC role or something, but the even more exciting thing is… 5 times in the scene
- ▶ 10:21 Oren Zeev So I have, specifically when Nevada has zero concern, and I think that in general, companies that on one hand are not, many companies are not easy to disrupt, and as long as they don't fall asleep on the wheel, and as long as they, 2 times in the scene
- ▶ 24:55 Harry Stebbings When you, when you look at your concentration into Nirvana, ok, which are now a public company, and it's been incredible to see all that they've built, but at times it looked hairy. 7 times in the scene
Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
- ▶ 11:57 Jason Lemkin If, if I'm, if I'm Pedro, especially ramp, we talk about ramp, but we also look at Navon public, and I have another comp going to Rory's point. 2 times in the scene
Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
- ▶ 44:08 unnamed speaker Look at, what is it, the van or, oh, look how much we owned at the exit. 2 times in the scene
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 1:00:49 Harry Stebbings I do want to move to public markets, a very different tangent, but Navan is down to Forex ARR, and this is kind of taking a sway away from kind of the M&A craziness and AI that we've discussed. 6 times in the scene
- ▶ 1:15:17 Jason Lemkin But Navon can't benefit from that. 4 times in the scene
Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- ▶ 1:13:25 unnamed speaker Navon's a mess, even though it's a great company.
Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
- ▶ 1:15:15 unnamed speaker If you talk about someone like Lightspeed, they've kept their ownership in the van and gotten a five X, but on two hundred and fifty million dollars. 2 times in the scene
Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
- ▶ 1:10 Harry Stebbings We're going to start with Navan's IPO. 10 times in the scene
- ▶ 15:30 Rory O'Driscoll And I think the other interesting thing just about the Nirvana, just to make it is that, well, really interesting, you cited the numbers for, you know, amazing numbers for Lightspeed, Auron, all those guys. 2 times in the scene
- ▶ 56:12 Rory O'Driscoll And we've just agreed, you know, from the Navan comp, you're still only going to trade at seven times revenues, but it's a downside better. 2 times in the scene
The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
- ▶ 42:06 Harry Stebbings I hope he doesn't mind me saying this, but Oran's Eve, a lot of concentration across funds in Navan, and at points that has looked very, very nerve-wracking, point being when it went to zero in Covid. 4 times in the scene
- ▶ 49:10 unnamed speaker Navan is very much trip and travel focused with a small amount of software. 6 times in the scene
- ▶ 1:10:01 unnamed speaker A 30% grower, I mean, Netscope and Navan, and well, Netscope has priced already, you know, it's seven, eight, nine times NTM, so something like that, four or five billion, maybe more if they afford growth rate is a little better, or if I'm…
Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens? · 20VC with Harry Stebbings
- ▶ 35:48 Harry Stebbings This week, Navan filed for their IPO. 4 times in the scene
Carlos Delatorre, CRO @Harness: Why Every Sales Rep Should Do Pipeline Generation | E1251 · 20VC with Harry Stebbings
- ▶ 49:18 Harry Stebbings Navan as an example, somewhere where you're at, you could have a playbook for financial services companies, for media companies, for healthcare companies, and then reps who are specifically allocated to those verticals.
- ▶ 1:09:21 Carlos Delatorre You know, I think, uh, I was at, I was at, uh, Navon. 10 times in the scene
Samir Vasavada: The Real Story of Vise: The Regrets, Mistakes and Mis-Hires | E1171 · 20VC with Harry Stebbings
- ▶ 20:43 Samir Vasavada And it was all people from big tech, all people that ran big orgs at companies like Dropbox, at companies like TripActions, at companies that were, you know, they were at Twitter, Meta, places like that.
20VC: Doug Leone, Bill Ackman, Bill Gurley and Orlando Bravo on "Does Price Matter"; When to Pay Up vs When to Stay Disciplined, The Biggest Lessons on Price Discipline from 8 of the World's Best Investors
- ▶ 2:36 Harry Stebbings Well, Navan rewards your employees with personal travel credit, 4 times in the scene
- ▶ 27:43 Harry Stebbings Well, Navan rewards your employees with personal travel credit every time they save their company money when booking business travel under company policy. 4 times in the scene
20VC: NEW FORMAT: Harry Stebbings on Why Seed Pricing is as High as Ever, Why Series A is the Best Place to Invest Today, Why Growth Founders Need to Reshape Expectations, Why M&A Windows Remain Shut and When Will IPO Windows Crack Open
- ▶ 2:43 Harry Stebbings Well, Navan rewards your employees with personal travel credit, 3 times in the scene
- ▶ 26:55 Harry Stebbings Well, Navan rewards your employees with personal travel credit, 3 times in the scene
20VC: The Biggest AI Leaders on What Matters More; Model Size or Data Size & Where Does The Value in AI Accrue; to Startups or to Incumbents
- ▶ 1:48 Harry Stebbings Well, Navan rewards your employees with personal travel credit every time they save their company money when booking business travel under company policy. 3 times in the scene
- ▶ 23:33 Harry Stebbings Nirvan, the travel expense management company now is like solely on OpenAI.
- ▶ 29:44 Harry Stebbings Well, Navan rewards your employees with personal travel credit every time they save their company money when booking business travel under company policy. 3 times in the scene
Lori Jiménez: How to Increase Sales; Hiring Tips from Google; Best Way to Grow Sales Teams | E1043 · 20VC with Harry Stebbings
- ▶ 6:02 Harry Stebbings Navan or trip actions. 2 times in the scene
- ▶ 41:36 Lori Jiménez I worked with him at Navanya.
Alex Lebrun: Why the EU's AI Regulation is a Disaster; How Zuck Prepares for Meetings | E1027 · 20VC with Harry Stebbings
- ▶ 24:02 Harry Stebbings Navan, the travel expense management company now is like solely on OpenAI.
20VC: What are the World's Tech Leaders Running From? Fear? Insecurity? Poverty? What Drives the Best with Orlando Bravo, Bill Ackman, Dara Khosrowshahi, Parker Conrad, Tobi Luttke, Brian Armstrong and more..
- ▶ 17:18 Ariel Cohen Is that one day, Navan will be that kind of a company that the only way that you innovate is through M&A, and through using your market dynamics and your power in the market to basically sell, and this really scares me.
Rich Liu: Sales in 2023; How to Onboard, Manage and Scale Reps; PLG vs Enterprise Growth | E1023 · 20VC with Harry Stebbings
- ▶ 5:54 Rich Liu Like, you know, having sold travel during a pandemic at Nivan, trip actions, all of a sudden this sale that
- ▶ 15:37 Rich Liu If a lot of these deals, think about how we were doing deals like early days of TripActionsNavon or early days of Everlaw.
- ▶ 19:34 Rich Liu Ariel at Navon was really involved with a lot of the earliest deals and knew the product, knew the people really well.
- ▶ 32:04 Rich Liu So if I were trip actions, a B to B to C,
- ▶ 36:54 unnamed speaker Like, track record, I get it, I go through meals, I go through mess, I go through trip actions.
- ▶ 46:57 Rich Liu Build a first sales order, go from first to second line leadership, take us from early adopter to mainstream as we were doing at Navon when I joined.
- ▶ 1:03:35 Rich Liu It was a while back, but I think one of the plays that I think really helped me, even during the pandemic, so we, we bought people AI during the pandemic at TripActions.com.
Tomer Cohen: Why LinkedIn Stories Failed; How LinkedIn's Feed Was Born; AI Startups | E1019 · 20VC with Harry Stebbings
- ▶ 1:10:09 Harry Stebbings If you look at say TripActions or Navan, they have seven years of travel and expense management data, which is not a public resource.
Sarah Guo: On Her New $101M Fund; How AI Impacts Inequality; AI Startups vs Incumbents | E1007 · 20VC with Harry Stebbings
- ▶ 6:48 Harry Stebbings I had Navan founder Ariel on, and like, 2 times in the scene
Mark Goldberger: The Ultimate Guide to Enterprise Sales | E1003 · 20VC with Harry Stebbings
- ▶ 3:27 Mark Goldberger And, and I had a great run there for two years, ultimately ended up getting recruited by Trip Actions, now called Navon, and, and was their first enterprise account executive and really built the enterprise go to market there.
- ▶ 3:40 Harry Stebbings You mentioned the time at Navon in such a transformational and kind of hyper growth time for the company. 3 times in the scene
Ariel Cohen: The Death of Salesforce; How OpenAI is Changing the Travel Industry | 20VC #975 · 20VC with Harry Stebbings
- ▶ 3:23 Harry Stebbings What management principles did you take with you from there to trip actions that really worked, and what did you go, that didn't work, let's leave them behind? 3 times in the scene
- ▶ 5:18 Ariel Cohen Yeah, it seems, I think that, you know, if you take a step back, and it kind of leads to our founding story at TripActions, um, we wanted to innovate and to create this, uh, magic between the company's needs, so, you know, stuff like… 4 times in the scene
- ▶ 9:31 Ariel Cohen We are actually releasing as part of the Naval rebranding. 7 times in the scene
- ▶ 14:56 Ariel Cohen Right, it's part of the Navan Rewards Program.
- ▶ 17:01 Ariel Cohen For me, and I'll get back to, I will mention this magic again and again, because it's really the core of, uh, of Novan. 6 times in the scene
- ▶ 25:48 Ariel Cohen So Navant, just the name, it's about navigation, navigating the world, and about Avant, right? 3 times in the scene
- ▶ 27:35 Ariel Cohen I have all of this data inside the van. 6 times in the scene
- ▶ 36:31 Ariel Cohen And then we were trying to explain it in value terms, so we'd say, you know, our search, when you are, uh, trying to book a trip in TripActions, uh, it takes you five minutes to do that, because we know what would be the first three things… 3 times in the scene
- ▶ 45:14 Ariel Cohen So actually, it's interesting, you know, as part of, uh, of the, of the van and the rebranding, 6 times in the scene
- ▶ 49:21 Ariel Cohen But also we'll make, uh, we'll get their benefits if they save company money, but also from us, and that's kind of getting more, more of their loyalty into us, into, into Navan. 3 times in the scene
20VC Special: How To Fundraise Like a Pro: How to Size and Price a Round, How to Create FOMO and Urgency in a Fundraise, How to Structure Angel Allocations, The 7 Deadly Sins of Fundraising Decks, The 3 Signs a Potential Investor is Bad News
- ▶ 24:40 Harry Stebbings Trip Actions was born out of the realization that business travel should be easy. 6 times in the scene
- ▶ 25:41 Harry Stebbings On the Liquid Corporate Card.
20VC: When to Make Your First Growth Hire? Senior or Junior? How To Onboard Them? How To Monitor Their Progress? from Growth Leaders @ Facebook, Instagram, Lyft, Instacart, Miro and more
- ▶ 0:40 Harry Stebbings TripActions was born out of the realization that business travel should be easy. 6 times in the scene
- ▶ 31:51 Harry Stebbings Tripashions was born out of the realization that business travel should be easy. 6 times in the scene
20VC: a16z's David George on Leading a16z's Growth Fund Today, The Biggest Misconceptions of Growth Investing, How a16z Think Through Portfolio Construction, Investment Decision-Making and Scenario Planning & How The Entrance of New Players Has Changed Th
- ▶ 0:17 Harry Stebbings Since joining in 2019, David has invested in the likes of Clubhouse, Coinbase, Databricks, Figma, Instacart, Robinhood, and TripActions, to name a 2 times in the scene
- ▶ 13:54 David George TripActions, four times.
20VC: Oren Zeev on Why Diversification Is Overrated, The Downside of Thematic Investing, Making Quality Decisions In Uncertain Conditions & Why He Has No Reserves Allocation
- ▶ 4:16 Harry Stebbings And we just had Arrow at Trip Action.
- ▶ 23:53 Harry Stebbings Can I ask another one which is troubling, which is you invest in, say, Trip Action Seed or their Series A, and then you've been able to continuously allocate capital and concentrate capital into incredible companies, Trip Actions to House. 2 times in the scene
- ▶ 35:43 Oren Zeev By the way, Trip Action was the same thing.
20VC: Elad Gil on Startup Offense and Defence in a Recession, How The Venture Landscape Has Shifted & All Things Valuations, Secondaries and Layoffs
20VC: TripActions CEO Ariel Cohen on The Future of Business and Personal Travel & Layoffs; How To Do Them The Right Way & Maintain Company Culture and Morale
- ▶ 0:18 Harry Stebbings This company today sadly had to lay off 350 people in March, and so I really wanted to speak to their founder, and I'm delighted to welcome their founder today, Ariel Cohen, founder and CEO at TripAction. 4 times in the scene
- ▶ 10:43 Ariel Cohen You could see headlines and all of this, but I think part of this was also the fact that we are one of the first, I would say, unicorns to do layoffs, just because usually I think in TripActions we are executing really well.
- ▶ 14:19 Ariel Cohen So I think that these times will affect cultures a lot, including the culture of trip actions, and what I'm doing, I'm trying to make sure that we are coming out of this, where our culture is even 4 times in the scene
- ▶ 21:05 Ariel Cohen So for me, having investors that A, are just really good people, but B, also believe in the long term of trip actions, and believe in me, believe in Elon, believe in the team, that helps a lot. 3 times in the scene
- ▶ 28:29 Ariel Cohen I would also say that my weakness is that I'm very emotional about this, right? 5 times in the scene
20VC: Lightspeed's Arif Janmohamed on Why Market Risk Is The Most Dangerous Risk To Underwrite As A VC, How To Determine When to Stretch vs Not on Price Today & The $TRN of Market Cap Up For Grabs Today In Enterprise
- ▶ 0:27 Harry Stebbings Some of Arif's most notable companies that he's led or been involved with the deals in for Lightspeed include TripActions, Blend, Nutanix, AppZen, Moveworks, and more.
- ▶ 27:56 Arif Jan Mohamed So, we most recently announced a very big round in trip actions. 6 times in the scene
- ▶ 29:24 Harry Stebbings What a wonderful guest Arif was, and I'm very, very excited to say I do have Ariel, founder of Trip Actions, coming on the show very shortly, so that's very exciting, and if you'd like to see more from Arif, you can find him on Twitter, at…