Palo Alto

8 statements across 7 episodes · 1 bullish · 1 bearish · 7 people on the record · first statement Sep 18, 2020 by Austen Allred · said 60 times in 45 episodes since 2015 · across every show →

Mentions by year

brought up most by Jason Lemkin (8), Oren Zeev (3), Harry Stebbings (3), Vlad Tenev (2), Rory O'Driscoll (2), Marty Cagan (2), Keith Rabois (2), Alfred Lin (2)

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048201520162017201820192020202120222023202420252026episodes it came up in
001.342.58201520162017201820192020202120222023202420252026episodesmentions per episode
2026 5 mentions in 3 episodes 2 per episode
2025 8 mentions in 7 episodes 1 per episode
2024 9 mentions in 5 episodes 2 per episode
2023 4 mentions in 3 episodes 1 per episode
2022 6 mentions in 5 episodes 1 per episode
2021 7 mentions in 6 episodes 1 per episode
2020 4 mentions in 4 episodes 1 per episode
2019 5 mentions in 2 episodes 3 per episode
2018 2 mentions in 2 episodes 1 per episode
2017 7 mentions in 5 episodes 1 per episode
2016 2 mentions in 2 episodes 1 per episode
2015 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Palo Alto, oldest first

Sep 18, 2020 bearish
Prediction Not checkable as stated
Allred: San Francisco and Palo Alto Permanently Lost Default Hub Status
“I think because of coronavirus, there is now enough of an impetus that it won't be obvious that you should go to San Francisco or Palo Alto anymore, and because of that, I think it will change permanently, and I think more will move to the cloud.”
Austen Allred Sep 18, 2020 ▶ 26:04 20VC: Lambda School Founder, Austen Allred on How To Assess Your Relationship To Risk and Money, Why San Francisco Is A Case Study For The Greatest Squandering of Wealth in History & Why Complexity Increases Exponentially with Scale
Sep 18, 2020
Assertion Not checkable as stated
Allred Slept in His Car in Palo Alto for Three Months
“I bought a two-door Honda Civic, and I drove out to Silicon Valley, and I slept on the streets of Palo Alto for about three months.”
Austen Allred Sep 18, 2020 ▶ 3:58 20VC: Lambda School Founder, Austen Allred on How To Assess Your Relationship To Risk and Money, Why San Francisco Is A Case Study For The Greatest Squandering of Wealth in History & Why Complexity Increases Exponentially with Scale
Jun 7, 2021 neutral
Assertion Not checkable as stated
DoorDash originated from a store manager turning down hundreds of orders
“If there was one, it really happened inside of a local macaroon store in Palo Alto where the founding team met a store manager who had to turn down hundreds of deliveries. She literally showed us a notebook with payment information of customers and how she had…”
Tony Xu Jun 7, 2021 ▶ 3:09 20VC: DoorDash CEO Tony Xu on The Art of Great Leadership Today, Why The Best Give All of the Credit and Take All of the Blame & How DoorDash Have Won The Best Talent Against the Toughest Competition
Jul 29, 2021
Assertion Not checkable as stated
Quarles: OpenTable Failed to Give Its Product Away Free in Palo Alto
“We picked a street in Palo Alto and I said, give it all away for free. I said, I don't care. Don't charge anything. I just want to see if we can get a hundred percent of the restaurants on the street. And what was interesting was they came back and we literall…”
Krista Quarles Jul 29, 2021 ▶ 14:58 20VC: A Masterclass in Leadership and Scaling Companies: The Decisions only the CEO Can Make, The Secret To Talent Acquisition and Retention and How To Find The Unscalable Things that are Fundamental To Scale with Christa Quarles, CEO @ Corel Corporation
Aug 12, 2021
Disclosure
Miura-Ko: Lyft Had Five Employees When Floodgate Invested
“So when I invested, I think there were five of them in a one room office in Palo Alto, and now we're an organization of a few thousand people.”
Ann Miura-Ko Aug 12, 2021 ▶ 31:22 20VC: The Lyft Memo: Floodgate's Ann Miura Ko on Why Successful Seed Investing Is Not Investing In a Company But The Development of a Set of Secrets, Whether Capital Is a Defensible Moat Today &How Startups Should Approach Competition
Nov 27, 2023
Assertion Not checkable as stated
Rabois: Only 3 of 254 early PayPal employees lived in San Francisco
“There was three people out of 254 people in the company that, when we sold the company, that could live in San Francisco because the company was based in Palo Alto. There was no extra time to commute between Palo Alto and San Francisco.”
Keith Rabois Nov 27, 2023 ▶ 5:55 Keith Rabois & Mike Shebat: Creating an Olympian Mindset to Work Ethic| E1087 · 20VC with Harry Stebbings
May 15, 2025
Disclosure
Lemkin Admits He Only Works in the Office Two Days a Week
“To be honest, we have a beautiful office in Palo Alto. I only go two days a week, so I represent, acknowledge it's hypocritical.”
Jason Lemkin May 15, 2025 ▶ 43:27 OpenAI, SBF & Perplexity: What VCs Know That You Don’t · 20VC with Harry Stebbings
Jun 22, 2026 positive
Assertion Partly supported
Nikesh Arora: Palo Alto Networks market share grew from <2% to 8-9%
“When I started at Palo Alto, we were less than two percent market share in the entire revenue of cybersecurity. We're closing in on eight or nine percent right now, right?”
Nikesh Arora Jun 22, 2026 ▶ 58:21 Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
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