North America

4 statements across 4 episodes · 0 bullish · 1 bearish · 4 people on the record · first statement Sep 19, 2016 by Ilya Fushman · said 80 times in 53 episodes since 2015 · across every show →

Mentions by year

brought up most by Harry Stebbings (33), Chad Peets (6), Ilya Fushman (3), Yann LeCun (2), Tobi Lütke (2), Mitch Tarica (2), Mark Goldberger (2), Chris Degnan (2)

tap a year for its mentions
001082015201520162017201820192020202120222023202420252026episodesmentions
0815201520162017201820192020202120222023202420252026episodes it came up in
001.57.5315201520162017201820192020202120222023202420252026episodesmentions per episode
2026 9 mentions in 3 episodes 3 per episode
2025 20 mentions in 13 episodes 2 per episode
2024 3 mentions in 3 episodes 1 per episode
2023 9 mentions in 6 episodes 2 per episode
2022 12 mentions in 6 episodes 2 per episode
2020 5 mentions in 5 episodes 1 per episode
2019 1 mention in 1 episode
2018 8 mentions in 5 episodes 2 per episode
2017 2 mentions in 2 episodes 1 per episode
2016 7 mentions in 5 episodes 1 per episode
2015 4 mentions in 4 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about North America, oldest first

Sep 19, 2016
Assertion Supported
Fushman: 70% of Dropbox users were located outside North America
“Dropbox had 70% of its users outside of North America, and the biggest chunk of those were in Europe”
Ilya Fushman Sep 19, 2016 ▶ 18:54 20VC: Index's Ilya Fushman on The Key Lessons From Scaling Dropbox To 400m Users, Is Excessive Amounts Of Capital Driving Valuations Too High In The Valley & Why Venture Is Like Being On A Swim Team Not A Soccer Team
Feb 7, 2020 neutral
Assertion Supported
Makani: North America has roughly 25 million commercial vehicles
“There's something like twenty-five million commercial vehicles in North America.”
Shoaib Makani Feb 7, 2020 ▶ 13:00 20VC: Why You Never Want To Fight A Fair Fit For Distribution, Why No Great Company Is Built with 1 Product and When To Release Your Second & What Founders Can Do To Extract The Most From Their Cap Table with Shoaib Makani, Founder & CEO @ KeepTruckin
Mar 26, 2025 neutral
Assertion Contradicted
Green: ByteDance North America generates only single-digit percentage of total revenue
“ByteDance North America is a, you know, single digit percentage of revenue.”
Mitchell Green Mar 26, 2025 ▶ 1:00:32 Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
May 4, 2026 negative
Opinion
Tobi Lütke: North American software engineering has the wrong architectural priorities
“I think North America is wrong. I think you should think about how data is persisted on, on, on disk above everything else in your databases or so, and then you can plan the system with this.”
Tobi Lütke May 4, 2026 ▶ 1:03:19 Shopify CEO on How AI is a Scapegoat for Mass Layoffs & Trump Derangement Syndrome in Canada · 20VC with Harry Stebbings
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