Owner

13 statements across 7 episodes · 6 bullish · 1 bearish · 3 people on the record · first statement Apr 24, 2025 by Jason Lemkin · said 2 times in 2 episodes since 2025 · across every show →

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brought up most by Harry Stebbings (1)

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Everything said about Owner, oldest first

Apr 24, 2025 neutral
Disclosure
Lemkin: Owner faces more competition than any company he has backed
“I don't think I've actually invested in a company with more competition than owner, not a single one. They direct competitors, adjacent competitors, virtually identical competitors.”
Jason Lemkin Apr 24, 2025 ▶ 1:23:48 How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings
May 15, 2025 bullish
Assertion Not checkable as stated
Lemkin: Restaurant Startup Owner Reaches $40M ARR Growing 10% Monthly
“Yeah, they're at forty million growing 10% a month sometimes faster, sometimes slower, but the trailing is there, right?”
Jason Lemkin May 15, 2025 ▶ 1:30 OpenAI, SBF & Perplexity: What VCs Know That You Don’t · 20VC with Harry Stebbings
May 30, 2025
Assertion Not checkable as stated
Owner's LATAM onboarding specialists complete over 20 launches monthly per person
“They do a lot of launches every month on a per person basis. Over 20 per person. Plus they're Latin American based.”
Kyle Norton May 30, 2025 ▶ 50:25 20Sales: From $2M ARR to $40M ARR: The Playbook | How to Use AI To Supercharge Your Sales Team | Why Pipeline Reviews are BS | The Sales Call Script that Closes 99% of Prospects and How to Hire the Best Sales Reps with Kyle Norton, CRO @ Owner
May 30, 2025
Assertion Not checkable as stated
Norton: Early Owner Job Posts Generated 1,200 Applications via Personal Brand
“In the early days of owner, I could post a role We would get 1200 applications. We would get 60 to a 100,000 impressions on every single job post I put up”
Kyle Norton May 30, 2025 ▶ 7:11 20Sales: From $2M ARR to $40M ARR: The Playbook | How to Use AI To Supercharge Your Sales Team | Why Pipeline Reviews are BS | The Sales Call Script that Closes 99% of Prospects and How to Hire the Best Sales Reps with Kyle Norton, CRO @ Owner
May 30, 2025 positive
Assertion Not checkable as stated
Owner's customer acquisition costs are falling rapidly as it scales
“It's falling pretty rapidly for us. We're getting more and more efficient as we grow, but we've also made tremendous investments upfront.”
Kyle Norton May 30, 2025 ▶ 46:40 20Sales: From $2M ARR to $40M ARR: The Playbook | How to Use AI To Supercharge Your Sales Team | Why Pipeline Reviews are BS | The Sales Call Script that Closes 99% of Prospects and How to Hire the Best Sales Reps with Kyle Norton, CRO @ Owner
May 30, 2025
Assertion Supported
Owner uses Momentum to automate Salesforce field entry from call transcripts
“So we use Momentum that looks at the transcript of every single sales call, and it fills in the Salesforce fields for the rep. It fills in their opportunity record, it updates the account, the person, it says whether or not the event was run or not, all of tha…”
Kyle Norton May 30, 2025 ▶ 47:22 20Sales: From $2M ARR to $40M ARR: The Playbook | How to Use AI To Supercharge Your Sales Team | Why Pipeline Reviews are BS | The Sales Call Script that Closes 99% of Prospects and How to Hire the Best Sales Reps with Kyle Norton, CRO @ Owner
May 30, 2025 negative
Insight
Norton: Candidate hesitation on direct manager references is a massive red flag
“And now really pressing on, like, no, no, no, I need your last two direct managers. Maybe not the one they work for now, for obvious reasons, but being really specific there, and if there's any hesitation, or oh, well, like, I don't know if I can get in touch …”
Kyle Norton May 30, 2025 ▶ 13:57 20Sales: From $2M ARR to $40M ARR: The Playbook | How to Use AI To Supercharge Your Sales Team | Why Pipeline Reviews are BS | The Sales Call Script that Closes 99% of Prospects and How to Hire the Best Sales Reps with Kyle Norton, CRO @ Owner
May 30, 2025 positive
Assertion Supported
Owner scaled from $2.5M to $40M ARR in under three years
“We're at, like, 40 today. Under under three years.”
Kyle Norton May 30, 2025 ▶ 45:57 20Sales: From $2M ARR to $40M ARR: The Playbook | How to Use AI To Supercharge Your Sales Team | Why Pipeline Reviews are BS | The Sales Call Script that Closes 99% of Prospects and How to Hire the Best Sales Reps with Kyle Norton, CRO @ Owner
May 30, 2025 positive
Insight
SMB sales hiring should weigh 70% to 80% on intrinsic DNA
“I'm hiring SMB reps, so I'm like, 70% DNA and mindset. I just want people who have a professional Performance track record of excellence, and I don't care if it was sales or the valedictorian, captain of a sports team, first chair tuba at their, like, you know…”
Kyle Norton May 30, 2025 ▶ 12:25 20Sales: From $2M ARR to $40M ARR: The Playbook | How to Use AI To Supercharge Your Sales Team | Why Pipeline Reviews are BS | The Sales Call Script that Closes 99% of Prospects and How to Hire the Best Sales Reps with Kyle Norton, CRO @ Owner
Jul 24, 2025 neutral
Disclosure
Lemkin caps seed entry valuations at $30 million max
“Even if you beat Andreessen, and Andreessen's offering 50, and you say, listen, the best I can do is 30, and I've done this multiple times, because 30 is the highest price I pay. It is, it's on my website, so there's multiple deals I've done where the price ha…”
Jason Lemkin Jul 24, 2025 ▶ 46:25 How Do All Providers Deal with Anthropic Dependency Risk & Figma IPO Breakdown: Where Does it Price? · 20VC with Harry Stebbings
Aug 21, 2025 bullish
Prediction Not checkable as stated
O'Driscoll: Broad venture capital returns depend on more $5B outcomes
“For the venture business to work for us all, you're going to have to see more of these five billion dollar market cap outcomes. Yeah, as you say, the hinge helps. The owners of this world start to take place, and I think it will.”
Rory O'Driscoll Aug 21, 2025 ▶ 13:41 Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings
Aug 12, 2026 neutral
Assertion Partly supported
Scaleups acqui-hiring failing YC startups for AI talent is no longer viable
“When rippling is hoovered up 30, and owners hoovered up 20, and Revolut's hoovered up 10, you just, that strategy worked three years ago. Like, it's too late. Like, everyone is just sitting there hitting refresh, hoping these smart YC companies fail so they ca…”
Jason Lemkin Aug 12, 2026 ▶ 1:29:11 Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
Sep 3, 2026 bullish
Assertion Supported
Restaurant AI Platform Owner Raised Capital at $2.3B Valuation
“I remember last week I was at a board meeting for owner, which just raised at 2.3 billion, right? It's sort of a next gen, next dish generation, AI infused restaurant platform.”
Jason Lemkin Sep 3, 2026 ▶ 45:30 NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
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