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On Holding

2 statements across 1 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Aug 21, 2025 by Harry Stebbings · across every show →

Everything said about On Holding, oldest first

Aug 21, 2025 positive
Assertion Partly supported
Stebbings: On Holding reached $4B in sales with 61.5% gross margins
“They have four billion of sales up 38% year on year, A software like margin, 61 and a half percent, they're worth fifteen billion dollars.”
Harry Stebbings Aug 21, 2025 ▶ 51:34 Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings
Aug 21, 2025 negative
Opinion
O'Driscoll: Outlier consumer successes cannot support a repeatable venture fund strategy
“I think some things are categories of one, and they're very hard to access. And that's the kind of deal where you just go, good on them. I'm not sure you build a repeatable venture fund around that.”
Rory O'Driscoll Aug 21, 2025 ▶ 52:25 Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings
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