Olo

includes Olo Pay

15 statements across 4 episodes · 3 bullish · 3 bearish · 5 people on the record · first statement Apr 29, 2022 by Noah Glass · said 70 times in 9 episodes since 2022 · across every show →

Mentions by year, the whole family

brought up most by Harry Stebbings (33), Noah Glass (27), David Frankel (10)

tap a year for its mentions
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02420222023202420252026episodes it came up in
007.5215420222023202420252026episodesmentions per episode
2026 7 mentions in 1 episode
2025 13 mentions in 4 episodes 3 per episode
2024 5 mentions in 1 episode
2022 45 mentions in 3 episodes 15 per episode

every mention, scene by scene, with the transcript →

Everything said about Olo, oldest first

Apr 29, 2022 bullish
Prediction Not checkable as stated
Noah Glass: Olo has a 100x growth opportunity ahead
“I think that Olo itself has a hundred X growth And then some opportunity ahead of us, more restaurant locations, more orders per location as we get to digital entirety, and then more revenue per order from Olopay and other products that we can sell into our cu…”
Noah Glass Apr 29, 2022 ▶ 33:33 20VC: Scaling to $122M ARR IPO with $6M in Net Burn, Olo. The Ultimate Journey of Capital Efficiency, What Worked, What Did Not Work and How Leaders Need To Reshape Thinking Around Resource and Attention Allocation
Apr 29, 2022
Assertion Supported
Glass: Olo's primary core value prioritizes family over work
“We actually, as a company, have always had our first value be family first, and what family first has meant is, if you ever have a conflict, if you ever have a tie between your family and Olo, your family will Wins the tie every single time.”
Noah Glass Apr 29, 2022 ▶ 15:07 20VC: Scaling to $122M ARR IPO with $6M in Net Burn, Olo. The Ultimate Journey of Capital Efficiency, What Worked, What Did Not Work and How Leaders Need To Reshape Thinking Around Resource and Attention Allocation
Apr 29, 2022 positive
Insight
Glass: Enduring difficult point-of-sale integrations built Olo's competitive moat
“If we can endure, if we can outlast our competitors, if we can integrate into systems in the restaurant that Point of sale systems that weren't meant to be integrated into, if we can get through that suck, we'll be in a place that nobody else will be able to s…”
Noah Glass Apr 29, 2022 ▶ 6:33 20VC: Scaling to $122M ARR IPO with $6M in Net Burn, Olo. The Ultimate Journey of Capital Efficiency, What Worked, What Did Not Work and How Leaders Need To Reshape Thinking Around Resource and Attention Allocation
Apr 29, 2022
What-if
Glass: Restaurant operators would have requested faster drive-throughs over digital ordering
“If you'd asked a restaurant operator, what do you want? They would have said, I want a faster drive-through. They wouldn't have said, I want on-demand ordering so that the entire paradigm shifts and the drive-through is no longer the fastest way of getting foo…”
Noah Glass Apr 29, 2022 ▶ 20:56 20VC: Scaling to $122M ARR IPO with $6M in Net Burn, Olo. The Ultimate Journey of Capital Efficiency, What Worked, What Did Not Work and How Leaders Need To Reshape Thinking Around Resource and Attention Allocation
Apr 29, 2022
Assertion Not publicly verifiable
Noah Glass took 12 full weeks of paid parental leave as CEO
“I did pretty well of taking the full twelve-week paid parental leave off.”
Noah Glass Apr 29, 2022 ▶ 15:54 20VC: Scaling to $122M ARR IPO with $6M in Net Burn, Olo. The Ultimate Journey of Capital Efficiency, What Worked, What Did Not Work and How Leaders Need To Reshape Thinking Around Resource and Attention Allocation
Apr 29, 2022
Assertion Supported
Olo went public with $122M ARR and $6M net burn
“When this company went public, it had a net burn of just six million dollars and an ARR of one hundred and twenty-two million dollars.”
Harry Stebbings Apr 29, 2022 ▶ 0:12 20VC: Scaling to $122M ARR IPO with $6M in Net Burn, Olo. The Ultimate Journey of Capital Efficiency, What Worked, What Did Not Work and How Leaders Need To Reshape Thinking Around Resource and Attention Allocation
Apr 29, 2022 positive
Insight
Noah Glass: Put team first, investors last to best serve all stakeholders
“Having your stakeholders in that order ultimately is the way to best serve all of your stakeholders”
Noah Glass Apr 29, 2022 ▶ 29:52 20VC: Scaling to $122M ARR IPO with $6M in Net Burn, Olo. The Ultimate Journey of Capital Efficiency, What Worked, What Did Not Work and How Leaders Need To Reshape Thinking Around Resource and Attention Allocation
Apr 29, 2022
Assertion Supported
Olo closed its Series A on the day Bear Stearns collapsed
“I mean, one of the things that was really an incredible moment in the company's history was we raised in March of 2008. That was our series a round. I believe on the exact same day, March 17th of 2008, when Bear Stearns collapsed, it felt like it was the last …”
Noah Glass Apr 29, 2022 ▶ 8:02 20VC: Scaling to $122M ARR IPO with $6M in Net Burn, Olo. The Ultimate Journey of Capital Efficiency, What Worked, What Did Not Work and How Leaders Need To Reshape Thinking Around Resource and Attention Allocation
Apr 29, 2022
Disclosure
Noah Glass raised a $7M Series A at a $7M valuation
“It was seven on seven. It was a very dilutive round, but we were incredibly grateful that we did that round, that we got the seven million dollars on the balance sheet of the company, and that really became this crucible moment of, can we last to the next stag…”
Noah Glass Apr 29, 2022 ▶ 8:29 20VC: Scaling to $122M ARR IPO with $6M in Net Burn, Olo. The Ultimate Journey of Capital Efficiency, What Worked, What Did Not Work and How Leaders Need To Reshape Thinking Around Resource and Attention Allocation
Apr 29, 2022 neutral
Disclosure
Glass: Olo spends marketing dollars on restaurant buyers, not tech press
“Where Olo's marketing dollars and PR dollars go is really not in anything consumer or in anything kind of tech press. It's really focused on restaurant buyers”
Noah Glass Apr 29, 2022 ▶ 32:22 20VC: Scaling to $122M ARR IPO with $6M in Net Burn, Olo. The Ultimate Journey of Capital Efficiency, What Worked, What Did Not Work and How Leaders Need To Reshape Thinking Around Resource and Attention Allocation
Oct 14, 2024
Assertion Partly supported
Frankel: Olo raised $600M at 10% dilution in its IPO
“Noah raised six hundred million for 10% dilution when he IPO'd, right?”
David Frankel Oct 14, 2024 ▶ 1:22:39 David Frankel, MP @Founder Collective: Investing Lessons from Seeding Coupang, Pillpack & Suno|E1214 · 20VC with Harry Stebbings
Oct 14, 2024 bearish
Disclosure
Frankel: I believed my early investment in Olo was a total loss
“I remember saying to my wife on Olo, this is done. We've lost a lot. This was pre-founder collective saying, we have lost our money. Like, Noah is never going to get there.”
David Frankel Oct 14, 2024 ▶ 8:04 David Frankel, MP @Founder Collective: Investing Lessons from Seeding Coupang, Pillpack & Suno|E1214 · 20VC with Harry Stebbings
Apr 24, 2025 bearish
Opinion
Lemkin: Enterprise plays in SMB markets like Olo lack fundable TAM
“Olo is trying to do an, basically an enterprise play in an SMB market. That's really brutal, right? It's the same problem in anything in B to B e-commerce. If you're doing, if you're not doing some SMB in e-commerce, like, yeah, there's a few niche players, bu…”
Jason Lemkin Apr 24, 2025 ▶ 1:24:34 How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings
Jul 10, 2025 negative
Assertion Partly supported
O'Driscoll: Olo went public at $25 and was bought for $10
“I think it went for 10 bucks a share. I think the damn thing went public for 25.”
Rory O'Driscoll Jul 10, 2025 ▶ 31:48 Daniel Gross and Nat Friedman: Acquired by Meta | Microsoft Layoff 9000 People | OpenAI's Bombshell · 20VC with Harry Stebbings
Jul 10, 2025 neutral
Assertion Supported
Stebbings: Thoma Bravo bought Olo for $2B at $320M ARR
“Three hundred and twenty million of ARR Gap profitable, business that is decent, and it's bought for two billion dollars by Toma Bravo.”
Harry Stebbings Jul 10, 2025 ▶ 30:34 Daniel Gross and Nat Friedman: Acquired by Meta | Microsoft Layoff 9000 People | OpenAI's Bombshell · 20VC with Harry Stebbings
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