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Robinhood

also referred to as: robin hood

includes Robinhood Gold, Robinhood Gold Card, Robinhood Ventures, Robinhood Chain, Robinhood Cortex, Robinhood Instant, Robinhood Legend

109 statements across 24 episodes · 62 bullish · 10 bearish · 20 people on the record · first statement Apr 2, 2015 by Marc Bernegger · said 435 times in 95 episodes since 2016 · across every show →

Mentions by year, the whole family

brought up most by Harry Stebbings (212), Vlad Tenev (87), Rick Yang (26), Scott Sandell (11), Jason Calacanis (10), Jason Lemkin (7), Gokul Rajaram (5), Sheel Mohnot (4)

tap a year for its mentions
0075131502520162017201820192020202120222023202420252026episodesmentions
0132520162017201820192020202120222023202420252026episodes it came up in
0041382520162017201820192020202120222023202420252026episodesmentions per episode
2026 71 mentions in 17 episodes 4 per episode
2025 92 mentions in 21 episodes 4 per episode
2024 48 mentions in 8 episodes 6 per episode
2023 4 mentions in 3 episodes 1 per episode
2022 101 mentions in 13 episodes 8 per episode
2021 56 mentions in 11 episodes 5 per episode
2020 43 mentions in 8 episodes 5 per episode
2019 9 mentions in 6 episodes 2 per episode
2018 5 mentions in 3 episodes 2 per episode
2017 3 mentions in 3 episodes 1 per episode
2016 3 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Robinhood, oldest first

Apr 2, 2015 bullish
Insight
Mobile UX, not social features, drives millennial trading adoption
“I think it's really more about the user experience, the accessibility the easy to use the app based smartphone oriented approach. So it's just more convenient to join the game. I mean, with Robin Hood, for example, it's just a smooth and convenient process. Yo…”
Marc Bernegger Apr 2, 2015 ▶ 16:56 20 VC 024: Financing Finch with Marc Bernegger of Orange Growth Capital
Apr 1, 2016 positive
Assertion Partly supported
Robinhood built a 1-million-person waitlist before product launch
“They were able to build one million people waiting lists pre-product launch, and if that wasn't enough,”
Harry Stebbings Apr 1, 2016 ▶ 0:51 20VC: RobinHood's Baiju Bhatt on The Importance Of Design in Fintech and Having A 10X Better Product
Apr 1, 2016 positive
Assertion Supported
Robinhood's viral waitlist launched accidentally after a viral Reddit post
“Somebody found that way to Robinhood free stock trading. Posted it on Reddit, so it's like a Friday night, and then all of a sudden we're like, man, we're getting a lot of traffic, where is this coming from? So we actually hooked up Google Analytics, which tha…”
Baiju Bhatt Apr 1, 2016 ▶ 8:09 20VC: RobinHood's Baiju Bhatt on The Importance Of Design in Fintech and Having A 10X Better Product
Apr 1, 2016 positive
Assertion Supported
Robinhood backed by Andreessen, Google Ventures, Index, and Slow Ventures
“Well, they were invested in by the likes of Andreessen, Google Ventures, Index, Slow Ventures, and many more of the world's best.”
Harry Stebbings Apr 1, 2016 ▶ 0:39 20VC: RobinHood's Baiju Bhatt on The Importance Of Design in Fintech and Having A 10X Better Product
Apr 1, 2016 positive
Assertion Partly supported
Robinhood was first fintech product to win Apple Design Award
“They're also the first fintech product ever to win an Apple Design Award.”
Harry Stebbings Apr 1, 2016 ▶ 0:47 20VC: RobinHood's Baiju Bhatt on The Importance Of Design in Fintech and Having A 10X Better Product
Apr 1, 2016
What-if
Bhatt: Discussing Robinhood pre-launch would have violated regulatory rules
“And during that period of time, it's a really bad idea to speak publicly about the things that we were planning on doing, because if we had done so, we would have basically been soliciting customers for financial services product without the requisite licenses…”
Baiju Bhatt Apr 1, 2016 ▶ 5:36 20VC: RobinHood's Baiju Bhatt on The Importance Of Design in Fintech and Having A 10X Better Product
Apr 1, 2016 positive
Assertion Supported
Bhatt: Robinhood users are 20 to 30 years younger than competitors'
“The consumers that use products like Fidelity, E-Trade, Scottrade, a lot of our competitors, our customers are on average, 20 to 30 years younger than those consumers.”
Baiju Bhatt Apr 1, 2016 ▶ 13:07 20VC: RobinHood's Baiju Bhatt on The Importance Of Design in Fintech and Having A 10X Better Product
Apr 1, 2016 bullish
Prediction Didn’t hold up
Robinhood aims to expand globally across four continents within five years
“I would like to see Robin hood become an international financial services company. I would like to see us scale like internet company scale, not like tech or not like financial services companies. I would love to be live across. All of Europe, I would love to …”
Baiju Bhatt Apr 1, 2016 ▶ 22:12 20VC: RobinHood's Baiju Bhatt on The Importance Of Design in Fintech and Having A 10X Better Product
Apr 1, 2016
Disclosure
Baiju Bhatt: Robinhood Prioritizes Design Because Founders Love It, Not Strategy
“The reason that we spent a lot of time on design and the reason that today, even today when Robin is actually a much bigger company that I spend most of my time on design is just because we love it.”
Baiju Bhatt Apr 1, 2016 ▶ 11:41 20VC: RobinHood's Baiju Bhatt on The Importance Of Design in Fintech and Having A 10X Better Product
Aug 24, 2016 positive
Assertion Partly supported
Susa Ventures Announces $50 Million Fund II
“Last week, they announced the raise of Fund Two, a new fifty million dollar fund, absolutely testament to the quality of Fund One, which included the likes of some incredible companies and former guests of the show, including List, Robinhood, LendUp, and many …”
Harry Stebbings Aug 24, 2016 ▶ 0:32 20VC: Why Raising A Fund Is Like Raising A $25m Seed Round with No Product & Why Not All LP Money Is Equal with Chad Byers, General Partner @ Susa Ventures
Aug 24, 2016 bullish
Disclosure
Robinhood Scaled to a $50M Series B in 18 Months
“What we learned in fund one, which is really important to inform what we did in fund two was that these companies that grow really quickly for us, it was companies like Robin hood where we invested at seed and a year and a half later they had raised a fifty mi…”
Chad Byers Aug 24, 2016 ▶ 16:39 20VC: Why Raising A Fund Is Like Raising A $25m Seed Round with No Product & Why Not All LP Money Is Equal with Chad Byers, General Partner @ Susa Ventures
Jul 31, 2020 bullish
Prediction Not checkable as stated
Wilkes predicts Chime, Robinhood, Varo, and Current will become major players
“I think JP Morgan is not going away, but Chime, Robin Hood, Varo, Current, these companies are going to be significant players in their own right, and the growth rates are phenomenal, and that will continue.”
Clay Wilkes Jul 31, 2020 ▶ 10:39 20VC: Why The Unbundling of Fintech Will Continue, How VCs Are Propping Up The Neo-Banking Industry & Why We Need A New Framework To Value Businesses Today with Clay Wilkes, Founder & CEO @ Galileo
Nov 30, 2020 bullish
Prediction Didn’t hold up
Tenev: The shift from consumer spending to retail investing will accelerate
“We've seen a shift from spending to investing that, that we've encouraged, and I expect that to accelerate a little bit over the next few years.”
Vlad Tenev Nov 30, 2020 ▶ 28:39 20VC: Robinhood Founder Vlad Tenev on The Single Most Important Thing Leadership is Responsible For, How To Manage Fear and Self-Doubt as a Leader & The Future of Fintech; Bundled or Unbundled
Nov 30, 2020 neutral
Assertion Supported
Tenev: The NYSE floor is a media center; trading happens in NJ
“There's no human component to it anymore. The floor of the New York Stock Exchange is a media center and all of the actual trading infrastructure is, is across the river in New Jersey. And so the cost of it is, is very, very low.”
Vlad Tenev Nov 30, 2020 ▶ 5:30 20VC: Robinhood Founder Vlad Tenev on The Single Most Important Thing Leadership is Responsible For, How To Manage Fear and Self-Doubt as a Leader & The Future of Fintech; Bundled or Unbundled
Nov 30, 2020 bullish
Prediction Held up
Tenev predicts Robinhood will be global and ubiquitous in America by 2025
“So I think the Robin hood of five years from now will be global. It will be ubiquitous in the U S if we are successful, it'll kind of shatter the taboos that we have around finance and financial services.”
Vlad Tenev Nov 30, 2020 ▶ 33:47 20VC: Robinhood Founder Vlad Tenev on The Single Most Important Thing Leadership is Responsible For, How To Manage Fear and Self-Doubt as a Leader & The Future of Fintech; Bundled or Unbundled
Nov 30, 2020
Insight
Tenev: Scaling past 1,000 employees requires abandoning a scarcity mindset
“It's required a shift in the way that I think about it as well, because you have to kind of get out of the scarcity mindset a little bit rather than asking, how can we do more with less and be just like, Extremely, extremely efficient. You ask, what would it l…”
Vlad Tenev Nov 30, 2020 ▶ 18:03 20VC: Robinhood Founder Vlad Tenev on The Single Most Important Thing Leadership is Responsible For, How To Manage Fear and Self-Doubt as a Leader & The Future of Fintech; Bundled or Unbundled
Nov 30, 2020
Disclosure
Tenev uses a dumb phone and traditional alarm clock to minimize distractions
“So I actually have a really old school alarm clock that just rings. I also have a dumb phone, and in certain situations, I just swap out my SIM card from my smartphone and put it in my dumb phone.”
Vlad Tenev Nov 30, 2020 ▶ 20:31 20VC: Robinhood Founder Vlad Tenev on The Single Most Important Thing Leadership is Responsible For, How To Manage Fear and Self-Doubt as a Leader & The Future of Fintech; Bundled or Unbundled
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
Mar 4, 2021 positive
Assertion Not checkable as stated
Tenev: Mickey Malka committed $500 million to Robinhood in a five-minute call
“I guess the number one person that, if I had to pick just one, it would be our mutual friend, Mickey Malka, basically agreed to fund our initial five hundred million dollars with five minute phone call.”
Vlad Tenev Mar 4, 2021 ▶ 28:38 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
Mar 4, 2021 positive
Opinion
Tenev: Retail investing is now as culturally relevant as sports and music
“Investing is as culturally relevant as music and the arts and sports”
Vlad Tenev Mar 4, 2021 ▶ 27:12 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
Mar 4, 2021
Assertion Partly supported
Tenev: Retail investors net sold GameStop before Robinhood restricted buying
“With GME, according to CNBC, retail was a net seller of GME Monday through Wednesday, which by the way is before Robinhood put in place the buying restriction. So Monday through Wednesday, as the stock was increasing, retail overall was net selling it.”
Vlad Tenev Mar 4, 2021 ▶ 10:22 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
Mar 4, 2021 positive
Opinion
Tenev: Preventing retail investors from selling would have caused street riots
“If you have a customer who's unable to close their positions at the all time high, As bad as this was, not allowing customers to close their positions would have been much worse. I mean, there would have been, like, rioting on the streets if we had not allowed…”
Vlad Tenev Mar 4, 2021 ▶ 18:04 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
Mar 4, 2021 negative
Assertion Supported
Tenev denies Robinhood colluded with hedge funds to restrict meme stock trading
“The idea that somehow the most wrong thing was this allegation of collusion that we're somehow colluding with hedge funds that we have no business relationship with to somehow restrict buying of these stocks. Yeah, I think that was just wrong.”
Vlad Tenev Mar 4, 2021 ▶ 9:15 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
Mar 4, 2021
Assertion Supported
Tenev: Robinhood's clearinghouse VAR charge increased tenfold in a few days
“You looked at what the VAR charge was on Monday versus Wednesday, and it was something like a TEDx increase just in a couple of days.”
Vlad Tenev Mar 4, 2021 ▶ 16:02 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 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 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
Aug 19, 2021 negative
Insight
International Expansion Without Home Market Leadership Is a Losing Strategy
“Being number five for a business, like being the number five Robin Hood in Brazil, and then expanding to Mexico to be the number six in Mexico, Is not going to be a winning business model. You would much rather be the number one in your country and then expand…”
Angela Strange Aug 19, 2021 ▶ 9:08 20VC LATAM Part 2: a16z's Angela Strange on When To Expand Beyond Your Core Market, Why Serving the Unbanked is Such Good Business & Whether the Startup Will Acquire the Distribution before The Incumbent Acquires the Innovation?
Jan 20, 2022
Assertion Supported
Chris Sacca day-traded student loans to $12M before losing it all
“So I very famously took my student loan checks for law school, told the school they hadn't shown up, cash them, and use them to day trade in the market. And so this is one of the reasons why I get so nervous about what I see in the Robin Hood phenomenon. You k…”
Chris Sacca Jan 20, 2022 ▶ 4:17 Chris Sacca's True Unfiltered Opinion on Facebook and Softbank | Full Interview · 20VC with Harry Stebbings
Jan 28, 2022 negative
Opinion
Harry Stebbings: Most retail investors on Robinhood are incompetent
“I think most of the people who invest in there are incompetent and shouldn't be given dollars. This will definitely be taken out, no doubt. I think this is like, you know, you're empowering people who should not be investing. They do not understand public mark…”
Harry Stebbings Jan 28, 2022 ▶ 22:57 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Jan 28, 2022 positive
Assertion Not checkable as stated
Rick Yang: Early Robinhood users consistently increased deposits over time
“And we had already started seeing, even though it was starting from a smaller base than incumbents that yes, like the experience was superior enough that This demographic was still adding funds over time and deposits as they went on.”
Rick Yang Jan 28, 2022 ▶ 13:01 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Jan 28, 2022 positive
Assertion Not checkable as stated
Rick Yang: Robinhood founders were natively meme-driven before it became mainstream
“Both Beju and Vlad had it from the very beginning. They understood the consumer. They were part of that piece of consumer culture, and they were very natively meme-driven before it was mainstream and before it was cool, right? And they continue to be.”
Rick Yang Jan 28, 2022 ▶ 21:27 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Jan 28, 2022 bullish
Disclosure
Rick Yang: NEA calculated $70B in brokerage market cap ripe for disruption
“Because we did have that sort of straight line base case, hey, look, there's seventy billion dollars of market cap that is ripe for disruption, and we see that.”
Rick Yang Jan 28, 2022 ▶ 7:23 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Jan 28, 2022
Assertion Not checkable as stated
At 100 employees, Robinhood had 85 engineers and one marketer
“They had, you know, 85 software engineers, and 15 customer support people, and probably one person in marketing.”
Scott Sandell Jan 28, 2022 ▶ 17:59 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Jan 28, 2022
Insight
Sandell: Software automation is essential for sustaining a free consumer product
“You know, it was designed from the beginning to be self-serve, basically completely automated with software, and that turns out to be an enormous advantage in a business where you're trying to offer something for free.”
Scott Sandell Jan 28, 2022 ▶ 14:55 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Jan 28, 2022
Assertion Supported
Robinhood raised $3.5 billion in five days
“You know, they had to raise a ton of money in a short period of time, and without missing a beat, I think they raised 3.5 billion dollars in five days start to finish.”
Scott Sandell Jan 28, 2022 ▶ 28:31 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Jan 28, 2022
Assertion Supported
Yang: Robinhood was Vlad Tenev and Baiju Bhatt's third venture together
“That's where I first spent time with Vlad, got really excited about what they were building and really hearing the founding story behind him and Beiju coming together for a third time, actually for Robin Hood.”
Rick Yang Jan 28, 2022 ▶ 4:23 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Jan 28, 2022
Assertion Supported
Rick Yang: Robinhood spent two and a half years building tech before public launch
“This company spent two plus years prior to actually launching to the public of just building, just heads down building. And this was done during a time where Everybody was really adopting that lean startup mentality of like launch first and then build and iter…”
Rick Yang Jan 28, 2022 ▶ 11:09 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Jan 28, 2022 positive
Assertion Not checkable as stated
Early Robinhood user cohorts achieved 30% to 40% DAU/MAU ratios
“And they were showing, you know, DaoMao in those early cohorts of 30 to 40%, you know, certainly above the benchmark of the average typical consumer app.”
Rick Yang Jan 28, 2022 ▶ 12:33 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Jan 28, 2022 bullish
Insight
Scott Sandell: Free is the most powerful business model in the world
“This fit into our overarching theme, you know, that the most powerful model in the world is free, and they were going to be disruptive because they were offering something of real value, you know, stock trading where commissions were seven or eight dollars a t…”
Scott Sandell Jan 28, 2022 ▶ 8:34 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Jan 28, 2022
Assertion Partly supported
Charles Schwab's average customer age was 55 when Robinhood launched
“Charles Schwab had grown up with those customers in the average age I think at the time Robin Hood started was 55 years old”
Scott Sandell Jan 28, 2022 ▶ 8:31 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Jan 28, 2022 positive
Assertion Not publicly verifiable
Robinhood's early operating cost structure was 1/35th of E-Trade's
“And they came back and said, yeah, pretty much our cost structure is about one 35th of E-Trade.”
Scott Sandell Jan 28, 2022 ▶ 16:58 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Jan 28, 2022 bullish
Disclosure
Sandell: Robinhood's market potential exceeds Charles Schwab
“Well, I looked at it from the beginning, and I said it should be at least as big as Charles Schwab. That was my reference point in terms of a business, but as we got into it, I realized it could be much bigger.”
Scott Sandell Jan 28, 2022 ▶ 26:36 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Jan 28, 2022 positive
Assertion Not checkable as stated
Sandell: Robinhood poached executives from Facebook more often than losing to them
“And when we would talk about how hiring was going for this position or that position, it was more likely that they were poaching some senior executive from Facebook rather than losing a competition to get somebody from Facebook.”
Scott Sandell Jan 28, 2022 ▶ 20:15 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Jan 28, 2022
Assertion Partly supported
Robinhood spent zero dollars on marketing for years after launching
“There were many, many years from the launch of this company where they didn't spend a dime on marketing and they just kept increasing that account number and engage customers.”
Rick Yang Jan 28, 2022 ▶ 9:43 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Jan 28, 2022 neutral
Assertion Supported
Robinhood founders built high-frequency trading software before Occupy Wall Street pivot
“So they had built software for high-frequency trading firms, and you saw sort of this shift in their founding story when they kind of realized that they were part of the problem that was starting to manifest itself at the time with Occupy Wall Street, really t…”
Rick Yang Jan 28, 2022 ▶ 5:04 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Jan 28, 2022 positive
Assertion Not checkable as stated
Sandell: Robinhood's board pushed management to start spending on paid marketing
“In the board meetings, the board actually impressed upon the team that we should probably figure out How to spend some money on customer acquisition, because we could grow faster, and the payback on these customers was so high that you could afford to spend a …”
Scott Sandell Jan 28, 2022 ▶ 18:37 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Jan 28, 2022 bullish
Assertion Partly supported
E-Trade spent $800 to acquire a customer while Robinhood spent zero
“E-Trade was spending, like, 800 dollars for a new customer. Robinhood was spending zero.”
Scott Sandell Jan 28, 2022 ▶ 17:37 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Jan 28, 2022 positive
Assertion Partly supported
Robinhood had an 800,000-person waitlist during its closed beta
“We invested and led the series B and they were still in closed beta at the time, but there were some really Interesting signals at the time, right? They had built this amazing waiting list of over 800,000 people that wanted the product.”
Rick Yang Jan 28, 2022 ▶ 6:37 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Apr 20, 2022 positive
Assertion Supported
Robinhood is the only financial company with an Apple Design Award
“It's only financial company that won the Apple Design Award.”
Aparna Chennapragada Apr 20, 2022 ▶ 25:59 20 Product: Robinhood CPO on The 3 Stages of Product Management, How to Structure and Execute Great Product Reviews, The Secret to Building a World-Class Hiring Funnel in Product Team Building with Aparna Chennapragada
Apr 20, 2022
Insight
Chennapragada: Ask users about past behavior, not hypothetical usage
“Ask questions about their current and past behavior and problems. Don't ask questions about, would you use this solution? Because people can't tell. Like, it's hard for anyone to, like, predict what they'd use.”
Aparna Chennapragada Apr 20, 2022 ▶ 10:49 20 Product: Robinhood CPO on The 3 Stages of Product Management, How to Structure and Execute Great Product Reviews, The Secret to Building a World-Class Hiring Funnel in Product Team Building with Aparna Chennapragada
Jul 6, 2022 positive
Assertion Partly supported
Chennapragada: Robinhood is the only financial company with an Apple Design Award
“That's such a pleasant and positive surprise for me at Robinhood, which is designers and researchers. They're there from the beginning, but it's only financial company that won the Apple Design Award.”
Aparna Chennapragada Jul 6, 2022 ▶ 16:20 20 Product: The Ultimate Guide to Product Reviews: What Makes the Best vs the Worst | How Often Should They Be | Who Should Be Invited | Who Sets The Agenda | How to do Follow-Ups Post Product Reviews
Aug 22, 2022
Disclosure
Wesley Chan Wrote First Checks Into Robinhood, Plaid, Gusto, and Flexport
“And, you know, I was able to write the first check in the, you know, companies like Robinhood or Platt or Gusto or Flexport.”
Wesley Chan Aug 22, 2022 ▶ 5:50 Wesley Chan: How I Created Google Analytics; The Founding Story of Gmail & Canva | 20VC #919 · 20VC with Harry Stebbings
Jan 12, 2024
Disclosure
Rabois: Passed on Robinhood seed after Khosla banned seed board seats
“I had already, like, locked in a turn sheet to lead the series seat for Robin Hood chilling at 20 post, which was pretty expensive, but they came back and Really wanted me to join the board in the seed round, and this was in maybe my second year at KB, so I as…”
Keith Rabois Jan 12, 2024 ▶ 11:57 Keith Rabois on Rejoining Khosla Ventures | E1102 · 20VC with Harry Stebbings
Feb 16, 2024 bullish
Assertion Supported
Hecker: Trade Republic grew users and assets while Robinhood lost users in 2022
“So they are churning monthly active users, they're churning assets, they're churning activity. At the same time, TraderPublic has growing active numbers of customers, has growing assets, and has new savings plans. And by the way, nobody is quitting their savin…”
Christian Hecker Feb 16, 2024 ▶ 34:53 Christian Hecker & Johan Brenner: The Biggest Fundraising Lessons Having Raised $1.3BN | E1116 · 20VC with Harry Stebbings
Jul 17, 2024
Assertion Supported
Brex Built Its Enterprise Platform in One Year to Acquire Major Clients
“And it took us, you know, a year to get something that worked. And that's how, you know, ultimately, we closed customers like DoorDash, like Coinbase, like Robinhood, you know, like all these large enterprise customers that would not have traditionally come to…”
Pedro Franceschi Jul 17, 2024 ▶ 18:56 Pedro Franceschi: What Brex Needs to do to be a Public Company | E1178 · 20VC with Harry Stebbings
Nov 1, 2024 bullish
Assertion Not checkable as stated
Tenev: Robinhood has more Millennial and Gen Z users than competitors combined
“And we've got more millennial customers than our main brokerage competitors put together. Same with Gen Z.”
Vlad Tenev Nov 1, 2024 ▶ 37:01 Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
Nov 1, 2024 negative
Assertion Not checkable as stated
Tenev: Robinhood shipped few products in 2020 and 2021 due to scaling strain
“We didn't really ship that many products in 2020 and 20 21. We were just kind of trying to keep the train on the rails, you know, because we were dealing with infrastructure issues, historic volumes, lots of load, customer support we had to grow.”
Vlad Tenev Nov 1, 2024 ▶ 23:39 Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
Nov 1, 2024
Insight
Tenev: Robinhood's best products spark internally, not from customer research
“I think the initial idea, the spark came from within and it didn't come from customer research or a lot of feedback, but I think customers play a much bigger role in refining the idea and actually like we ping pong ideas off of customers.”
Vlad Tenev Nov 1, 2024 ▶ 8:45 Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
Nov 1, 2024 negative
Assertion Supported
Vlad Tenev: Robinhood Was Uncompetitive on Margin Rates Until Recent Cut
“We were frankly not very competitive with our margin product in the US up until recently, and then we changed our rates.”
Vlad Tenev Nov 1, 2024 ▶ 27:33 Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
Nov 1, 2024 bullish
Opinion
Tenev: Robinhood performs stronger in a declining interest rate environment
“I do think Robinhood is, is actually stronger in a declining interest rate environment than in a rising.”
Vlad Tenev Nov 1, 2024 ▶ 0:15 Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
Nov 1, 2024 neutral
Assertion Supported
Tenev: Allegations of Robinhood colluding with Citadel were disproved
“People thought there was this whole collusion narrative with Citadel that ended up being disproved”
Vlad Tenev Nov 1, 2024 ▶ 17:53 Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
Nov 1, 2024 neutral
Opinion
Vlad Tenev: Robinhood Should Be Willing to Alienate More People
“I think we could probably alienate more.”
Vlad Tenev Nov 1, 2024 ▶ 9:42 Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
Nov 1, 2024 negative
What-if
Tenev: Robinhood should have withheld statements until full story was clear
“In hindsight, maybe like not saying anything until giving the entire story of how everything happened, I think would have probably worked better.”
Vlad Tenev Nov 1, 2024 ▶ 18:40 Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
Nov 1, 2024
Assertion Supported
Vlad Tenev: Robinhood received a $3B deposit demand during GameStop saga
“We got this we got this bill in the automated clearinghouse system for three billion dollars.”
Vlad Tenev Nov 1, 2024 ▶ 49:47 Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
Nov 1, 2024 neutral
Opinion
Tenev: Investing and checking accounts both work as fintech entry wedges
“I think both work. I mean, obviously and I think that it kind of depends on what time scale you look at things by, right?”
Vlad Tenev Nov 1, 2024 ▶ 34:11 Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
Nov 1, 2024 negative
Disclosure
Tenev: Robinhood reversed its remote-first policy after immediate regret
“We announced that we were a remote first company. I immediately regretted it and then we had to pull that back and ask people to come to the office.”
Vlad Tenev Nov 1, 2024 ▶ 51:45 Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
Nov 1, 2024
Assertion Not checkable as stated
Vlad Tenev: Robinhood CEO didn't sleep for 72 hours following $3B deposit call
“No, I didn't sleep for probably 72 hours after that.”
Vlad Tenev Nov 1, 2024 ▶ 49:59 Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
Nov 1, 2024 negative
Disclosure
Tenev: Robinhood Looked at NFTs During Hype Cycles But Passed
“So certainly we look at we looked at it at that time because Robinhood had a big crypto business and we just decided that It didn't make sense, right?”
Vlad Tenev Nov 1, 2024 ▶ 40:54 Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
Nov 1, 2024 neutral
What-if
Tenev: Expanding internationally earlier would have benefited Robinhood
“In a world where we could have done both I think learning to be an international company a couple of years earlier probably would have been a good thing.”
Vlad Tenev Nov 1, 2024 ▶ 25:45 Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
Nov 1, 2024 positive
Assertion Partly supported
Robinhood revenue grew 4x from $250M to $1B in a single year
“Our revenues went up like four X in a year from right around two hundred fifty million to about a billion.”
Vlad Tenev Nov 1, 2024 ▶ 22:40 Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
Nov 1, 2024 positive
Assertion Supported
Tenev: Robinhood was the top App Store app during GameStop surge
“Robinhood was the number one app in the app store. And my feeling at the time was, you know, everyone was sort of like, Wow, you should be really happy. You're the number one app in the app store ahead of Instagram and TikTok. Not just financial app, but every…”
Vlad Tenev Nov 1, 2024 ▶ 14:54 Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
Nov 1, 2024 positive
Assertion Supported
Robinhood operates eight business lines each generating $100M+ annually
“So now Robinhood has eight business lines that generate a hundred million a year or more in revenue.”
Vlad Tenev Nov 1, 2024 ▶ 0:00 Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
Nov 1, 2024
Assertion Partly supported
Robinhood expanded headcount 4x from 1,000 to 4,000 between 2019 and 2022
“We went from, I want to say we were under a thousand people At the end of 2019, so right before COVID, I think right around a thousand, maybe a little bit under, and then in 2022, January of 2022, when we finally announced, you know, that we were a remote firs…”
Vlad Tenev Nov 1, 2024 ▶ 21:46 Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
Nov 1, 2024 positive
Assertion Partly supported
Tenev: Robinhood US retail crypto volume is close to Coinbase
“Well, on retail in the US we're kind of like close to the same size as Coinbase. We charge a lot less, so we have less revenue. But in terms of volumes and retail volumes, It's pretty close particularly if you look at supported coins.”
Vlad Tenev Nov 1, 2024 ▶ 29:07 Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
Nov 1, 2024
Insight
Tenev: Fintech business models cannot be judged in five to ten years
“So sometimes it's difficult to judge these things in the first, Five to 10 years, or in the case of Robin Hood, the first one year.”
Vlad Tenev Nov 1, 2024 ▶ 35:28 Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
Nov 1, 2024 bullish
Assertion Supported
Tenev: Robinhood options market share grew nearly 20% last year
“Options was up 20%, close to 20% last year. Equities up 14%.”
Vlad Tenev Nov 1, 2024 ▶ 36:12 Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
Jul 14, 2025 bullish
Prediction Held up
Tenev: Robinhood stablecoin interest products will generate significant revenue
“Well, if we as we get stablecoin out, Crypto will have that as well. You'll be able to earn interest on your stable coins, and that'll be a significant business.”
Vlad Tenev Jul 14, 2025 ▶ 28:11 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025 bullish
Prediction Not checkable as stated
Tenev: Robinhood will offer high-net-worth private banking within two years
“And I don't think we're very far from being able to service my needs adequately, like maybe a couple of years.”
Vlad Tenev Jul 14, 2025 ▶ 35:34 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025 bullish
Prediction Held up
Tenev: Robinhood will offer home cash delivery using on-demand logistics
“We're going to solve that problem by combining the logistics of on-demand delivery with all the work that we're doing in finance. And you'll, you'll get cash delivered to your house.”
Vlad Tenev Jul 14, 2025 ▶ 38:32 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025 positive
Assertion Supported
Tenev: Robinhood Tokenizes Traditional Assets 1-to-1 on Blockchains
“We have some traditional assets in a box. We tokenize that one for one, and the tokens actually get put on blockchains where they're tradable.”
Vlad Tenev Jul 14, 2025 ▶ 15:55 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025 neutral
Assertion Supported
Tenev: Robinhood's instant withdrawal feature generates nine-figure annual revenue
“I wanna say this is nine figures.”
Vlad Tenev Jul 14, 2025 ▶ 32:30 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025 neutral
Insight
Tenev: Robinhood's app makes ignoring stock price fluctuations nearly impossible
“It's I think it's very difficult. I don't know if it's easier with other companies, but my product pushes stock prices into your brain by using it. It's just hard to ignore. So I think it's especially difficult for a business like ours.”
Vlad Tenev Jul 14, 2025 ▶ 1:24 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025 bullish
Prediction Open · timeframe Jul 2028
Tenev: Robinhood intends to tokenize early-stage private startup equity
“My intent would, it would be to go as low as possible.”
Vlad Tenev Jul 14, 2025 ▶ 21:32 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025 positive
Disclosure
Tenev: Robinhood uses stablecoins to settle weekend crypto trades
“But now with stable coins, we can just send you the dollars over the weekend. They instantly get to our counterparties. They can send the crypto back. Problem solved. So that, that's a real use case, and that's led to us adopting it.”
Vlad Tenev Jul 14, 2025 ▶ 31:08 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025 positive
Assertion Supported
Stebbings: Robinhood market cap grew from $35B to $85B in eight months
“When you were last in that chair, you had a market cap of thirty five billion. And today I think the market cap is about eighty five billion dollars.”
Harry Stebbings Jul 14, 2025 ▶ 0:45 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025 positive
Insight
Tenev: Active traders remain active in down markets using options strategies
“In twenty-twenty-two, it became apparent that we weren't treating this customer base well, and they were even more important because they, they're actually resilient. Since they're active, they have, like, bearish strategies. When the market's moving down, the…”
Vlad Tenev Jul 14, 2025 ▶ 10:28 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025 bullish
Prediction Held up
Tenev: Robinhood will enable 24/7 token trading via Bitstamp and direct DeFi self-custody
“And the second phase is we put these tokens on Bitstamp. Our exchange. And so then you can trade the tokens directly against other cryptos and also dollars. And that needs stage one because we need to have a supply of a significant number of these tokens minte…”
Vlad Tenev Jul 14, 2025 ▶ 25:10 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025 positive
Opinion
Vlad Tenev: Being a public company CEO is enjoyable, not a nuisance
“I think it's great because I think we've flipped, in my head at least, from thinking about all the public company stuff like earnings and all of that from being a nuisance to being just a fun opportunity to connect with our community of shareholders and retail…”
Vlad Tenev Jul 14, 2025 ▶ 50:19 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025 positive
Opinion
Tenev: Prediction markets are a form of investing, not gambling
“Some people consider it gambling, so you have the whole, like, is it gambling or is it investing controversy that we're continuing to contend with? It's sort of the, Bane of our existence to some degree. I mean, I believe it's investing.”
Vlad Tenev Jul 14, 2025 ▶ 52:49 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025 positive
Opinion
Tenev: Robinhood's internal customer support AI beats dedicated AI startups
“I think we're best in class there actually, even, even stronger than the like dedicated customer support AI companies in terms of what we've done there.”
Vlad Tenev Jul 14, 2025 ▶ 3:54 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025 neutral
Assertion Not publicly verifiable
Tenev: OpenAI's tweet about Robinhood tokenization was its most liked ever
“If you look at OpenAI Newsroom Twitter, this was actually the most popular tweet that they tweeted ever. It has, like, the most likes and reposts, which surprised me.”
Vlad Tenev Jul 14, 2025 ▶ 18:24 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025 positive
Assertion Not checkable as stated
Tenev: AI generates the majority of new code at Robinhood
“We've moved from, you know, GitHub Copilot, which is an auto-complete system, to Cursor, and now things like Windsurf, where, I mean, nearly all of the code is, is written by AI, and the adoption rate within engineering for us is, You know, close to a hundred …”
Vlad Tenev Jul 14, 2025 ▶ 3:20 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025 bullish
Assertion Supported
Tenev: Robinhood enabled private stock tokenization without target company opt-in
“And so I think it's important for the tokenization mechanism to work. Without the opt-in of the companies that, that are being tokenized. And I think that's actually the innovation that we've been able to drive. Like we can, we figured out how to make this wor…”
Vlad Tenev Jul 14, 2025 ▶ 19:39 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025 positive
Disclosure
Tenev: Robinhood has over 200 tokenized public stocks live in Europe
“Well, what's live right now in Europe, fully live, is public stocks. And we've got about 200 plus of all the big ones.”
Vlad Tenev Jul 14, 2025 ▶ 23:21 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025 positive
Prediction Not checkable as stated
Tenev: Robinhood aims to eliminate all reasons for external bank withdrawals
“So one of the goals we have is remove all reasons why someone would want to move their money out to an external bank account.”
Vlad Tenev Jul 14, 2025 ▶ 33:04 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025 bullish
Prediction Held up
Tenev: Robinhood's end state includes checking accounts for paychecks
“I do think that the end state of Robinhood involves the current account as well. Like we have to get people's paycheck. It's just easier that way if you can Have everything go through Robin Hood.”
Vlad Tenev Jul 14, 2025 ▶ 41:26 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025 negative
Assertion Not checkable as stated
Tenev: Chime targets paycheck-to-paycheck customers who do not invest
“Chime we don't butt into very much either because they're targeting sort of paycheck to paycheck customers. Their customers aren't really investing.”
Vlad Tenev Jul 14, 2025 ▶ 41:08 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025 positive
Opinion
Tenev: Catering to active traders was Robinhood's main turnaround driver
“And I think that was actually the number one reason behind our business turnaround. It's realizing that that was actually the core of our business, and if we had to, and we needed to invest in it in order to have resources to do other things well.”
Vlad Tenev Jul 14, 2025 ▶ 11:07 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025
Assertion Not checkable as stated
Tenev: Robinhood Was Never in Danger of Going Bankrupt in 2022
“I never really felt like The company was in danger of going bankrupt or anything.”
Vlad Tenev Jul 14, 2025 ▶ 49:11 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Jul 14, 2025 negative
Assertion Supported
Vlad Tenev: Robinhood's market valuation dropped below cash reserves in 2022
“Yeah, I mean, I want to say being public through twenty-twenty-two, seeing our stock go from, I don't know what it was in twenty-twenty-one, irrationally high perhaps, but it was still high after we went public, down to being worth below cash was a very-”
Vlad Tenev Jul 14, 2025 ▶ 1:00:27 Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
Aug 11, 2025 bullish
Disclosure
Mignot: Index sold Robinhood shares lower but retains a large stake
“We were a very large investor in in Robinhood and we sold you know we sold quite a bit at a lower price than where it is today. You know, we still have a large stake”
Martin Mignot Aug 11, 2025 ▶ 45:41 Index Ventures Partner, Martin Mignot: Figma, Scale, Wiz: Inside Index’s Decacorn Factory · 20VC with Harry Stebbings
Dec 8, 2025 positive
Disclosure
Mansour: Robinhood is a partner of Kalshi in prediction markets
“They've been incredible partner of ours on the prediction market front.”
Tarek Mansour Dec 8, 2025 ▶ 8:22 Kalshi CEO Tarek Mansour on Raising $1BN, CNN and CNBC Deals & the Polymarket Feud · 20VC with Harry Stebbings
Dec 22, 2025 bullish
Assertion Supported
Stebbings: Robinhood has nine products generating over $100M revenue each
“Nine products do over a hundred million in revenue.”
Harry Stebbings Dec 22, 2025 ▶ 8:09 Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
Mar 16, 2026 positive
Assertion Contradicted
Rajaram: Robinhood has 13 product lines generating over $100M in revenue each
“Robin Hood has 13 product lines now doing over a hundred million in revenue.”
Gokul Rajaram Mar 16, 2026 ▶ 24:46 Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
Jun 27, 2026 positive
Opinion
Revolut Is Strategically Better Positioned Long-Term Than Robinhood
“I, I'm a Robin Hood user because I'm in the US, so I'm going to say Robin Hood, but I do think Revolut is very well positioned. Honestly, it's really hard. Maybe Revolut. It's a close, it's a, that's a close one.”
Paul Erlang Jun 27, 2026 ▶ 46:29 How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings
Jun 27, 2026 neutral
Assertion Not checkable as stated
Robinhood's Horizontal Scaling Blocked Global Expansion
“They grew their business and they were able to saturate the U S market. But they weren't able to go global.”
Paul Erlang Jun 27, 2026 ▶ 9:43 How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings
Jun 27, 2026 bullish
Prediction Open · timeframe Jun 2029
Revolut Will Outvalue Robinhood in Its Next Funding Round
“It's our fintech provider, Revolut, which has stolen the show, and I think on the next round will be considerably more valuable than Robinhood.”
Harry Stebbings Jun 27, 2026 ▶ 43:59 How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings
Jun 27, 2026
Assertion Not checkable as stated
Robinhood's Early iOS Deposit Edge Was Caused by Android Bug
“One of the early stories from Robinhood I love is that the deposit amounts from people with iOS were twice the ones from people with Android. And their assumption was just, oh, like people with iPhone just have more money. So they're depositing more money. And…”
Paul Erlang Jun 27, 2026 ▶ 38:02 How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings
Sep 10, 2026 neutral
Assertion Supported
Stebbings: Robinhood makes underwriting debut listed 18th on Oura's IPO
“One is this Robin Hood's first role as an underwriter. They're listed 18th and last.”
Harry Stebbings Sep 10, 2026 ▶ 1:00:17 Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
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