Ribbit Capital

also referred to as: ribbit

18 statements across 9 episodes · 11 bullish · 0 bearish · 9 people on the record · first statement Mar 4, 2021 by Harry Stebbings · said 82 times in 31 episodes since 2019 · across every show →

Mentions by year

brought up most by Harry Stebbings (31), Nick Shalek (18), Alex Rampell (5), Alex Bouaziz (5), Paul Erlang (4), Tom Blomfield (2), Nigel Morris (2), Mike Hudack (2)

tap a year for its mentions
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04820192020202120222023202420252026episodes it came up in
002.545820192020202120222023202420252026episodesmentions per episode
2026 11 mentions in 4 episodes 3 per episode
2025 7 mentions in 2 episodes 4 per episode
2024 8 mentions in 6 episodes 1 per episode
2023 2 mentions in 2 episodes 1 per episode
2022 6 mentions in 5 episodes 1 per episode
2021 40 mentions in 8 episodes 5 per episode
2020 5 mentions in 3 episodes 2 per episode
2019 3 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Ribbit Capital, oldest first

Mar 4, 2021
Assertion Supported
Robinhood raised $5.6 billion total, including a $2.4 billion emergency round
“To date, Vlad has raised over 5.6 billion dollars with Robin Hood, including a 2.4 billion dollar raise just this month, and some of their investors include the likes of Ribbit, Sequoia, Green Oaks, Index, IVP, Thrive, GV, and more incredible names.”
Harry Stebbings Mar 4, 2021 ▶ 0:27 20VC: Robinhood Founder Vlad Tenev on His Biggest Lessons Managing Through A Crisis, The Events of The Congressional Committee, Raising $2.4Bn Fast and Why It Was Necessary & Why It Is Ludicrous To Suggest Robinhood Put The Business Ahead of it's Customer
Jul 26, 2021
Disclosure
Shalek: Ribbit Capital re-underwrites every deal and follow-on decision
“Our principle from the beginning is we re-underwrite every deal, including follow-on decisions.”
Nick Shalek Jul 26, 2021 ▶ 19:25 20VC: Ribbit Capital's Nick Shalek on How To Think Through Ownership and Price Sensitivity, When More Money and Pre-Emptive Rounds are Good vs Bad & Investing Lessons from Yale's David Swensen
Jul 26, 2021 positive
Disclosure
Shalek: Ribbit Capital made early non-consensus bets on Bitcoin and Coinbase
“Like how it felt when we first invested in Bitcoin and Coinbase. And most people just had no idea what we're talking about.”
Nick Shalek Jul 26, 2021 ▶ 14:53 20VC: Ribbit Capital's Nick Shalek on How To Think Through Ownership and Price Sensitivity, When More Money and Pre-Emptive Rounds are Good vs Bad & Investing Lessons from Yale's David Swensen
Jul 26, 2021
Insight
Shalek: Investors should prioritize top companies over strict ownership targets
“I think investing in the best companies should be the tail that wags the dog. You know, you certainly shouldn't back a weaker company because you think you can own a few more percent of it.”
Nick Shalek Jul 26, 2021 ▶ 18:25 20VC: Ribbit Capital's Nick Shalek on How To Think Through Ownership and Price Sensitivity, When More Money and Pre-Emptive Rounds are Good vs Bad & Investing Lessons from Yale's David Swensen
Jul 26, 2021 positive
Disclosure
Ribbit Capital re-underwrote its Robinhood investment seven times from Series A
“We'd re-underwritten and invested in the business, I think, seven times, like from the A to the G.”
Nick Shalek Jul 26, 2021 ▶ 27:45 20VC: Ribbit Capital's Nick Shalek on How To Think Through Ownership and Price Sensitivity, When More Money and Pre-Emptive Rounds are Good vs Bad & Investing Lessons from Yale's David Swensen
Jul 26, 2021
Disclosure
Ribbit Capital passed on early investments in Stripe, Adyen, and Stone
“Early on at Ribbit, we had the opportunity to invest in, in Stone, in Adyen, in Stripe, you know, in a number of companies that are relatively early stage. And we said, we're not doing payments right now.”
Nick Shalek Jul 26, 2021 ▶ 31:40 20VC: Ribbit Capital's Nick Shalek on How To Think Through Ownership and Price Sensitivity, When More Money and Pre-Emptive Rounds are Good vs Bad & Investing Lessons from Yale's David Swensen
Jul 26, 2021
Disclosure
Most Ribbit-backed founders invest their own money into Ribbit Capital's funds
“A significant majority of the founders, we've backed our investors in Ribbit, which means a lot to us.”
Nick Shalek Jul 26, 2021 ▶ 25:30 20VC: Ribbit Capital's Nick Shalek on How To Think Through Ownership and Price Sensitivity, When More Money and Pre-Emptive Rounds are Good vs Bad & Investing Lessons from Yale's David Swensen
Jul 26, 2021 bullish
Disclosure
Ribbit Capital wired Robinhood $500 million in emergency liquidity in one day
“We were able to figure out terms and get the liquidity to wire them half a billion dollars that day.”
Nick Shalek Jul 26, 2021 ▶ 28:18 20VC: Ribbit Capital's Nick Shalek on How To Think Through Ownership and Price Sensitivity, When More Money and Pre-Emptive Rounds are Good vs Bad & Investing Lessons from Yale's David Swensen
Jul 26, 2021
Disclosure
Ribbit Capital requires deal conviction but bans individual partner attribution
“I would say we have a process that's intentionally conviction-driven, meaning somebody on the team needs to pound the table, but we try not to attach that Investment decision to a person because I think that often leads to people thinking about investments in …”
Nick Shalek Jul 26, 2021 ▶ 20:23 20VC: Ribbit Capital's Nick Shalek on How To Think Through Ownership and Price Sensitivity, When More Money and Pre-Emptive Rounds are Good vs Bad & Investing Lessons from Yale's David Swensen
Jul 26, 2021 positive
Opinion
Shalek: Sector-Focused International Funds Can Succeed in Venture Capital
“Look, the thing that Mickey wanted to do, which was start a sector-focused fund that would invest internationally, it went against everything that I'd learned as an LP about what worked in venture. You know, I told Mickey sector-focused funds don't work, and t…”
Nick Shalek Jul 26, 2021 ▶ 4:45 20VC: Ribbit Capital's Nick Shalek on How To Think Through Ownership and Price Sensitivity, When More Money and Pre-Emptive Rounds are Good vs Bad & Investing Lessons from Yale's David Swensen
Jul 26, 2021
What-if
Shalek: Ribbit Capital should have concentrated capital even more into top winners
“We could have been even more concentrated in the companies that we really believed in. We've done plenty of doubling down on our winners, but I would try to do it even more.”
Nick Shalek Jul 26, 2021 ▶ 30:57 20VC: Ribbit Capital's Nick Shalek on How To Think Through Ownership and Price Sensitivity, When More Money and Pre-Emptive Rounds are Good vs Bad & Investing Lessons from Yale's David Swensen
Aug 26, 2021 positive
Opinion
Frank Rotman: Ribbit Capital professionalized specialist fintech VC
“And Ribbit has professionalized the art of a specialist fintech VC and really paved the way for understanding what an at-scale specialty player, you know, could look like in the space.”
Frank Rotman Aug 26, 2021 ▶ 50:41 20VC: Has Price Discipline Disappeared? Is it Possible to Build Ownership Over Time? Why Venture Is Less Collaborative Now Than Ever? How fast Do Breakout Companies Become Obvious? How To Construct an Optimised and Repeatable Investment Decision-Making Pr
Dec 18, 2023 bullish
Disclosure
Lacaillade: SCS Financial Passed on Ribbit Capital Due to Capital Constraints
“Rivet's done a really nice job too. And I think if I hadn't been as capital constrained, I've, you know, met with Mickey many times over the years. That's another great one.”
Peter Lacaillade Dec 18, 2023 ▶ 1:18:52 Peter Lacaillade: Why Now is the Best Time to Invest in Emerging Managers | E1096 · 20VC with Harry Stebbings
May 13, 2024 positive
Opinion
Blomfield: Mickey Malka is the ultimate board choice for fintech
“If I was doing fintech, I would choose Mickey Malka from Ribbit.”
Tom Blomfield May 13, 2024 ▶ 59:37 Tom Blomfield: Do the Best All Raise Pre-Demo Day & YC's Fundraising Advice to Startups | E 1152 · 20VC with Harry Stebbings
Oct 25, 2024 positive
Opinion
Goldberg: Matt Harris is the best fintech investor in venture capital
“Matt Harris is, is probably the smartest and best fintech investor out there. I mean, you know, Ribbit's obviously incredible as well, but Matt Harris, I think, you know, has kind of set the direction of fintech for a very long time.”
Mark Goldberg Oct 25, 2024 ▶ 46:23 Mark Goldberg: Why Politics is Rife & Decision-Making is Broken in Large VCs | E1219 · 20VC with Harry Stebbings
Oct 20, 2025 bullish
Disclosure
Ribbit Capital, a16z, and Coatue co-lead Deel's $300M round
“So it's actually co-led by three three investors. The first one is Rubit Capital, which is our new investor. It's actually the first time that they invest into a deal. And maybe we'll talk about this after, but I've been I actually love the team there. I've be…”
Alex Bouaziz Oct 20, 2025 ▶ 2:00 Deel CEO, Alex Bouaziz on Raising $300M+ at a $17BN Valuation · 20VC with Harry Stebbings
Jan 12, 2026 positive
Assertion Not publicly verifiable
Rampell: Ribbit Capital's $85M Fund 1 delivered a 55x return
“One of my good friends is this guy, Mickey Malka at Ribbit. I was lucky to be an investor in his fund one personally. And it's like, that was like a 55 X fund on, I think it was like an eighty five million dollar fund, but 55 X, like that's insane.”
Alex Rampell Jan 12, 2026 ▶ 4:53 Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
Jun 27, 2026 positive
Disclosure
FOMO Wants Ribbit Capital on Cap Table After Prior Discussions
“Ribbit Capital. We spoke with them, yeah. I really like Mickey and the team. They're great.”
Paul Erlang Jun 27, 2026 ▶ 47:59 How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings
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