RevenueCat, every mention

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every year anyone Jason Lemkin 32Harry Stebbings 6Phil Carter 2Nico Wittenborn 1

Verbatim, from the transcripts: the passages where RevenueCat comes up

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Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings May 21, 2026 · 1 mention

  • ▶ 24:23 Jason Lemkin And you can see it in, in companies that Harry and I have invested on, like WorkOS and RevenueCap that have exploded because there's a software explosion going on.

OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings Apr 9, 2026 · 2 mentions

  • ▶ 55:19 unnamed speaker Harry and I are both investors in a company called RevenueCat. 2 times in the scene

Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings Jan 22, 2026 · 4 mentions

  • ▶ 8:05 Harry Stebbings If I am a founder of Linear, or RevenueCat, or any of this generation of companies, maybe five to 10 years old in that broad range, and I'm at 50 to seventy-five million of revenue, and I'm not an AI first company particularly, and maybe…
  • ▶ 10:36 Jason Lemkin So if you look at revenue cat, right, the whole vibe coding mobile thing, I think they tripled the number of developers on their platform in the last four months or three to four months of the year. 3 times in the scene

Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings Nov 27, 2025 · 1 mention

  • ▶ 55:52 Jason Lemkin Like almost every mobile subscription app has like, we know from revenue cat is like 20 or 30% retention.

Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy · 20VC with Harry Stebbings Oct 2, 2025 · 1 mention

  • ▶ 1:14:26 Jason Lemkin I've seen that with revenue cat and others in my portfolio and that the seat model is under risk, right?

The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings Sep 25, 2025 · 1 mention

  • ▶ 1:19:09 Harry Stebbings I am just going to say this before we do a couchy quick fire because Jason won't, but I always remember the revenue cat founders telling me about Jason, like wiring the money from like his personal account.

Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings Aug 14, 2025 · 2 mentions

  • ▶ 41:49 Jason Lemkin Harry and I are both investors in a company called RevenueCat that powers 40% of all mobile subscriptions. 2 times in the scene

Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings Jul 17, 2025 · 1 mention

  • ▶ 50:11 Jason Lemkin On Revenue Cat or Harry and I Investors, they power 40% of mobile subscription apps.

Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings Jun 5, 2025 · 1 mention

  • ▶ 1:11:23 Jason Lemkin Because I bought more, I bought more in RevenueCat, I bought a lot more in RevenueCat, I bought more in Algolia, I bought more in others that have done reasonably well.

OpenAI’s $6BN Jony Ive Deal & YC Is Both Chanel and Walmart, and Has Officially Won! · 20VC with Harry Stebbings May 29, 2025 · 3 mentions

  • ▶ 32:13 unnamed speaker I was thinking the other day, uh, you know, Revenue Cat where Harry and I both, our investors announced it raised his last round at five hundred million, which actually was lowish. 3 times in the scene

How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings Apr 24, 2025 · 2 mentions

20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech Apr 3, 2025 · 2 mentions

  • ▶ 25:13 Jason Lemkin I, there's no question that, um, I mean, RevenueCat, we're both an investor, did an analysis recently, and they got about 50%, two extra productivity using AI tools, about two extra productivity using Cursor and Codip. 2 times in the scene

Phil Carter: Growth Loops, CAC + LTV Benchmarks, Pricing, Discounts, Paywalls... | E1204 · 20VC with Harry Stebbings Sep 20, 2024 · 2 mentions

  • ▶ 25:23 Phil Carter So like revenue cat has a lot of data on this.
  • ▶ 33:49 Phil Carter There's also the fact that RevenueCat recently had their state of subscriptions report for, ah, for twenty-twenty-four, and they reported that over 75% of trial starts actually happen in the first 24 hours after a user installs an app, in…

Jason Lemkin: Why Pricing is Worse Than Ever and There is More Funding Than Ever | E1157 · 20VC with Harry Stebbings May 27, 2024 · 14 mentions

  • ▶ 1:00:13 Jason Lemkin You know, we had, uh, Jacob from Revenue Cat do our, you should do it sometimes, we had him do our little workshop Wednesday, and, you know, I think their churn rate, they have 10,000, you know, consumer SaaS companies on their platform,… 3 times in the scene
  • ▶ 1:07:06 Jason Lemkin Revenue cat's a fun one. 10 times in the scene
  • ▶ 1:09:34 Jason Lemkin This company started at the same time as RevenueCat.

Matthieu Rouif: The Story of PhotoRoom, Is This YC’s Most Capital Efficient Company? | E1074 · 20VC with Harry Stebbings Oct 23, 2023 · 1 mention

DEBATE: State of Seed Investing w/ Jason Lemkin, Sam Lessin, Frank Rotman & Harry Stebbings | E1047 · 20VC with Harry Stebbings Aug 11, 2023 · 1 mention

  • ▶ 41:06 Jason Lemkin And another one I love that we did together, Harry revenue cat, but I don't think I could get those ownerships today with the fun style.

Jason Lemkin: Every VC has a FRAUD in their portfolio; The IPO market is about to EXPLODE | E1046 · 20VC with Harry Stebbings Aug 9, 2023 · 1 mention

  • ▶ 42:57 Jason Lemkin I just want to invest the extra time on the gorgeous is and the revenue cats and talk to us now go is I'm willing to invest those cycles to see beyond those and take that risk.

Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings May 22, 2023 · 1 mention

Jason Lemkin: WTF is Going On in VC? Are LPs Investing in New Funds? | 20VC #965 · 20VC with Harry Stebbings Jan 13, 2023 · 3 mentions

  • ▶ 9:46 Jason Lemkin It affects, and they're not even, you and I are both co-investors in a company called RevenueCat. 3 times in the scene

20VC: Why the Traditional Seed Fund Model No Longer Works, Why Multi-Stage Funds Investing at Seed Bring Signaling Risk but also Less Pressure, The One Criteria All Potential Sales Hires Need to Have and The Clear Signs of 10x Sales Hires with Jason Lemki May 6, 2022 · 2 mentions

  • ▶ 0:33 Harry Stebbings In the past, Jason has made investments in the likes of Algolia, TalkDesk, PipeDrive, and RevenueCat, to name a few.
  • ▶ 46:54 Harry Stebbings I see a lot, actually, of kind of growth firms kind of doing the theses deep dives, and then making them more personalized for companies, and then going active outbound, and saying, hey, revenue cap, we've done all of this work in the…
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