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Netskope

3 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Aug 28, 2025 by Rory O'Driscoll · said 28 times in 11 episodes since 2016 · across every show →

Mentions by year

brought up most by Jason Lemkin (6), Harry Stebbings (6), Ariel Cohen (2)

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03520162017201820192020202120222023202420252026episodes it came up in
0022.54520162017201820192020202120222023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 19 mentions in 5 episodes 4 per episode
2020 2 mentions in 1 episode
2019 5 mentions in 3 episodes 2 per episode
2016 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Netskope, oldest first

Aug 28, 2025 neutral
Prediction Held up
O'Driscoll: Netskope won't see a massive first-day IPO pop like Figma
“The answer, of course, is no, because I believe, as I said earlier, in reversion to the mean, and Figma had the largest bounce of any large cap IPO since, I think, 2000. So I sincerely doubt they'll copy that.”
Rory O'Driscoll Aug 28, 2025 ▶ 58:15 Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
Aug 28, 2025 positive
Prediction Held up
O'Driscoll: Netskope will file IPO at $5B-$6B and price at $7B-$8B
“They'll file at five or six. They'll get the man, they'll walk it up. My gut would be seven, eight-ish.”
Rory O'Driscoll Aug 28, 2025 ▶ 58:03 Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
Sep 25, 2025 positive
Assertion Supported
Iconic Growth logged $8.5B Netskope and $1B DX exits in one week
“And Iconic had two billion dollar exits this week, Iconic Growth, okay? It had Netscope, which no one talked about, eight and a half billion dollar exit, and they congratulated themselves on DX, which Atlassian bought for a billion”
Jason Lemkin Sep 25, 2025 ▶ 30:00 The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
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