Nike

includes Nike Free, Nike Air Max

16 statements across 13 episodes · 7 bullish · 5 bearish · 13 people on the record · first statement Jan 4, 2016 by Morten Lund · said 155 times in 82 episodes since 2016 · across every show →

Mentions by year, the whole family

brought up most by Harry Stebbings (77), Solly Solomou (7), Dennis Mortensen (4), Matthieu Rouif (3), David Schneider (3), Dave Powers (3), Chris Degnan (3), Alex Schultz (3)

tap a year for its mentions
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0132520162017201820192020202120222023202420252026episodes it came up in
001.51332520162017201820192020202120222023202420252026episodesmentions per episode
2026 4 mentions in 3 episodes 1 per episode
2025 25 mentions in 9 episodes 3 per episode
2024 7 mentions in 5 episodes 1 per episode
2023 30 mentions in 12 episodes 3 per episode
2022 5 mentions in 4 episodes 1 per episode
2021 9 mentions in 6 episodes 2 per episode
2020 17 mentions in 11 episodes 2 per episode
2019 10 mentions in 5 episodes 2 per episode
2018 39 mentions in 21 episodes 2 per episode
2017 6 mentions in 3 episodes 2 per episode
2016 3 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Nike, oldest first

Jan 4, 2016 neutral
Insight
Lund: Enterprise fintech growth depends on closing massive initial clients
“The ability to close huge clients, because the whole equation wouldn't work unless you had some really, really large companies who would, you know, buy into this vision, even though it was a very unstable young company. And that, I think, was the founder's, yo…”
Morten Lund Jan 4, 2016 ▶ 14:16 20 VC: Morten Lund on Skype, Bankruptcy, Fintech and Why "Banks Are Full Of Lots Of Stupid People Doing Nothing"
Aug 5, 2016 positive
Disclosure
Jayalath: Athos manufactures smart clothing with Sri Lanka's MAS
“We work with one of the best manufacturers in the world. They call it MAS based in Sri Lanka, and they do work for Nike, Lululemon.”
Dhananja Jayalath Aug 5, 2016 ▶ 7:46 20VC: Turning Down Apple & Getting Funded By Chamath @ Social Capital with Dhananja Jayalath, Co-Founder & CEO @ Athos
Aug 24, 2016 neutral
Disclosure
Chad Byers: Susa Ventures Avoids Investing Based on Brand Defensibility
“I think in our opinion, we'd rather see one of those other three than just a strong brand. So I think, you know, a good example of this is in the commerce space. There's some companies I think where their most defensible aspect is brand. There's examples of ma…”
Chad Byers Aug 24, 2016 ▶ 14:47 20VC: Why Raising A Fund Is Like Raising A $25m Seed Round with No Product & Why Not All LP Money Is Equal with Chad Byers, General Partner @ Susa Ventures
Aug 18, 2017 bearish
Opinion
Zwillinger: Nike selling on Amazon is a canary in the coal mine for footwear brands
“I think Nike just announced that they're going to start to sell on Amazon as well, which I think is quite a bellwether for the industry and a bit of a, if you want to use the other analogy, a canary in the coal mine for what is to come.”
Joey Zwillinger Aug 18, 2017 ▶ 9:11 20VC: What Larry Paige, Mary Meeker and Ben Horowitz All Have In Common, Why You Have To Build A Movement Not A Brand & Why This Really Is A Great Time To Be An Entrepreneur with Joey Zwillinger, Co-Founder @ Allbirds
Aug 31, 2018 bullish
Prediction Not checkable as stated
Philip Krim Predicts Casper Will Become a Global Brand Like Nike
“I believe Casper will become a truly global brand, a brand that you generously echoed in the same vein as Nike or Under Armour. These are brands that have really been catalysts To changes in the consumer mindset and landscape, and I think Casper will do that o…”
Philip Krim Aug 31, 2018 ▶ 26:18 20VC: Casper Founder Philip Krim on The Right Way To Think About Marketing Channel Diversification, When To Accept Strategic Investors & How To Successfully Build Out Your Exec Team
Feb 1, 2019
Assertion Not checkable as stated
VSCO hired its Nike CMO through unstructured serendipitous networking meetings
“Where our new CMO from Nike comes from is through taking those meetings you probably shouldn't take that introduces you to someone who introduces you to someone. And the next thing you know, it's one of the key pieces of your business.”
Joel Flory Feb 1, 2019 ▶ 24:42 20VC: How To Build Meaningful Relationships With Your Investors, 4 Key Elements CEOs Must Focus On In Scale Mode & How Top Optimise Leadership Team Dynamics with Joel Flory, Founder & CEO @ VSCO
Apr 27, 2020 positive
Assertion Supported
Liu: Airtable serves users ranging from dentists and cattle farmers to Nike
“Dentists are using Airtable today to manage their operations. I mean, we see lawyers using Airtable for case mapping. We see cattle farmers using Airtable to actually like keep track of literal cattle and inventory. And then all the way up to large enterprises…”
Howie Liu Apr 27, 2020 ▶ 18:34 20VC: Airtable's Howie Liu on Potential Consolidation In The Collaboration Tools Market, The Transition From Peacetime To Wartime CEO & How To Make The Move To Remote Work Successful; The Process Beyond The Tools
Nov 20, 2023 negative
Insight
Franceschetti: Companies should focus on 'honoring customers' over 'customer obsession'
“It's really the word honoring your customers that I really love. It's not customer obsession, not Jeff Bezos mentioning a call said customer obsession to me. It's honor your customer.”
Matteo Franceschetti Nov 20, 2023 ▶ 1:48:08 Matteo Franceschetti: The Ultimate Hiring Playbook: Five Questions to Ask Every New Hire | E1084 · 20VC with Harry Stebbings
Dec 22, 2023 bullish
Prediction Not checkable as stated
Powers: HOKA has the potential to reach $5 billion in revenue
“Maybe not all from Nike, but it has the potential to be five billion in revenue for sure.”
Dave Powers Dec 22, 2023 ▶ 1:09:17 Dave Powers: The Meteoric Rise of Hoka Running | E1098 · 20VC with Harry Stebbings
Dec 22, 2023 bullish
Disclosure
Powers: Nike is Hoka's primary internal target for market share capture
“Well, for Hoka, it's, you know, it's Nike. That's the one that really drives us internally, is, hey, you know, we think that we could take a chunk of their business.”
Dave Powers Dec 22, 2023 ▶ 1:06:33 Dave Powers: The Meteoric Rise of Hoka Running | E1098 · 20VC with Harry Stebbings
Dec 22, 2023 negative
Opinion
Powers: Nike Free's barefoot running trend created injury-causing footwear
“You know, and it was, you know, Nike went there with the Nike Free and started making this, you know, lower profile product and everybody just followed suit. So next thing you know, you have a whole industry of, you know, running brands that are creating produ…”
Dave Powers Dec 22, 2023 ▶ 25:33 Dave Powers: The Meteoric Rise of Hoka Running | E1098 · 20VC with Harry Stebbings
Feb 14, 2025 negative
Opinion
Solomou: Nike has lost its way, but retains deep brand equity
“No, I think it's a very, very special brand, and I believe it's lost its way, and sometimes businesses do, and we work with them. They want to understand Gen Z in a better way, and we're working with them on that basis. But I do not. I think it's got too much …”
Solly Solomou Feb 14, 2025 ▶ 1:16:42 Solly Solomou, Founder & CEO @ LADbible Group: From Penniless Shop Offices to Public Company | E1259 · 20VC with Harry Stebbings
Feb 14, 2025 positive
Disclosure
LADbible's business model relies heavily on consultancy for major global brands
“Even our business model today has a big aspect of consultancy. So we work with Nike, Vodafone, Unilever, P and G, some of the biggest brands in the world.”
Solly Solomou Feb 14, 2025 ▶ 17:08 Solly Solomou, Founder & CEO @ LADbible Group: From Penniless Shop Offices to Public Company | E1259 · 20VC with Harry Stebbings
May 19, 2025 positive
Assertion Supported
Hacker: Duolingo was once bigger on TikTok than Nike
“I think at some point we were bigger on TikTok than Nike.”
Severin Hacker May 19, 2025 ▶ 55:36 Duolingo Co-Founder, Severin Hacker: How AI Impacts the Future of Work and Education · 20VC with Harry Stebbings
Sep 5, 2025 bearish
Assertion Not checkable as stated
Alex Schultz: Nike's massive shift to a digital-first strategy went horribly
“Nike did this massive transition to digital first, right? And it went horribly.”
Alex Schultz Sep 5, 2025 ▶ 40:35 20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
Oct 10, 2025
Assertion Not checkable as stated
Nike performed a blind reference check on Snowflake with Nielsen
“We won Nielsen Marketing Cloud and we were trying to sell it to Nike. And Nike was like, who the hell is this little company with a weird name called Snowflake? And what Nike's decision makers did is they cold called the Nielsen marketing team without our know…”
Chris Degnan Oct 10, 2025 ▶ 42:59 20Sales: Scaling Snowflake from $0-$3BN in ARR | Snowflake vs Databricks: My Biggest Lessons | Why Customer Success is BS and What Replaces It with Chris Chris Degnan
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