Nico Wittenborn

11 statements across 1 episodes · 5 bullish · 2 bearish · 1 people on the record · first statement May 22, 2023 by Nico Wittenborn · said 18 times in 11 episodes since 2017 · across every show →

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

Mentions by year

brought up most by Harry Stebbings (14), Suchit Dash (2), Martin Mignot (2)

tap a year for its mentions
003264201720182019202020212022202320242025episodesmentions
024201720182019202020212022202320242025episodes it came up in
001224201720182019202020212022202320242025episodesmentions per episode
2025 4 mentions in 2 episodes 2 per episode
2024 4 mentions in 2 episodes 2 per episode
2023 6 mentions in 4 episodes 2 per episode
2018 1 mention in 1 episode
2017 3 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Nico Wittenborn, oldest first

May 22, 2023 bullish
Insight
Wittenborn: Seed offers best risk-reward ratio for multi-billion dollar exit targets
“I believe that seed is the best in terms of upside potential, downside risk, and Expected future dilution, especially given that we, I operate under the assumption that we, I have multi-billion dollar exits, not ten billion dollar exit, right?”
Nico Wittenborn May 22, 2023 ▶ 24:50 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
May 22, 2023 bearish
Prediction Held up
Wittenborn: Venture capital fund sizes will shrink in coming years
“It's certainly hard to make a blanket statement, but I think that fund sizes will go down.”
Nico Wittenborn May 22, 2023 ▶ 1:00:57 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
May 22, 2023 bullish
Prediction Not checkable as stated
Wittenborn: Consumer app prices will follow SaaS trajectory over 5-10 years
“The price increases that we have seen since, like, let's say, a corn launch to what it charges yearly today and what it will charge in five to 10 years, I think it has a similar trajectory to what we've seen with SaaS companies and their ability to extract val…”
Nico Wittenborn May 22, 2023 ▶ 19:12 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
May 22, 2023
Insight
Wittenborn: Early-stage VCs must bet on market change, not static metrics
“The way that a growth investor looks at is, is that the static, right? They need to understand the size and the benchmarks and make it fit their formulas. And then it has to add up and make sense. We, I think me, thesis driven investors, I think need to unders…”
Nico Wittenborn May 22, 2023 ▶ 41:51 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
May 22, 2023 positive
Assertion Partly supported
Point Nine broke its rules to invest in Revolut's seed round
“When I was with .9 and reinvested in Revolut, it was both outside of the focus, right? It's a mobile consumer app. It was actually had just closed the seat round with Balderton. So there was no actionable opportunity and the only way to get in was actually for…”
Nico Wittenborn May 22, 2023 ▶ 44:40 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
May 22, 2023 positive
Prediction Not checkable as stated
Wittenborn: Adjacent Plans for Three-Year Cash Runway in Round Structuring
“At the same time, it enables the founder to have more money so that they have longer runway, which typically now I plan for three years.”
Nico Wittenborn May 22, 2023 ▶ 32:28 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
May 22, 2023 neutral
Disclosure
Insight's Jeff Horing advised Nico Wittenborn not to be cheap
“One piece of advice that Jeff Hoaring, the founder of Insight gave me after working with me at Insight for a while, was that he basically, his only comment was, don't be so cheap.”
Nico Wittenborn May 22, 2023 ▶ 37:37 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
May 22, 2023
Insight
Wittenborn: VC regret requires better decision-making, not more deal volume
“I think, I mean, this is actually a good also, I mean, so I think most regrets that we have as investors are the companies we didn't invest in. And so what does it mean? Does it mean that we have to see more companies? It usually means we have to be better at …”
Nico Wittenborn May 22, 2023 ▶ 42:55 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
May 22, 2023 positive
Disclosure
Wittenborn: Backed founders who initially aimed for $10M scale
“So I do, like, I've invested in founders that told me, we want to scale to ten million and then we'll see. Right? Like, which nobody else would do that.”
Nico Wittenborn May 22, 2023 ▶ 54:32 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
May 22, 2023 neutral
Insight
Wittenborn: Investment frameworks exist to test conviction when breaking them
“I think that part of the frameworks that we set for ourselves are litmus test for the conviction to break them.”
Nico Wittenborn May 22, 2023 ▶ 45:20 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
May 22, 2023 negative
Insight
Wittenborn: Seed-Stage Startups Do Not Need Formal Board Seats
“At Seed, you don't need a board, I think, because you're chasing product market fit, and so most of the time I'm in your way.”
Nico Wittenborn May 22, 2023 ▶ 35:01 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.