Navan, every mention
31 scenes (2026), the whole family · ← back to Navan
tap a year for its mentions
every year 2026 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