Rubrik
3 statements across 3 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement May 27, 2024 by Jason Lemkin · said 39 times in 18 episodes since 2018 · across every show →
Mentions by year
brought up most by Jason Lemkin (11), Harry Stebbings (10), Saam Motamedi (3), Becca Lindquist (3), Adam Goldberg (3), Rory O'Driscoll (1), Mamoon Hamid (1), Ed Sim (1)
tap a year for its mentions
2026 9 mentions in 4 episodes 2 per episode
- Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
- Inside Clay's Sales Playbook | Becca Lindquist · 20VC with Harry Stebbings
- Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- every mention in 2026, scene by scene →
2025 11 mentions in 5 episodes 2 per episode
- Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
- Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings
- every mention in 2025, scene by scene →
2024 11 mentions in 6 episodes 2 per episode
- Jason Lemkin: PluralSight S*** the Bed & The Next IPO Candidates | E1160 · 20VC with Harry Stebbings
- Saam Motamedi: Why Series B Won’t Make Money & Why $1M ARR is a BS Milestone for Series A | E1177 · 20VC with Harry Stebbings
- Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
- Jason Lemkin: Why Pricing is Worse Than Ever and There is More Funding Than Ever | E1157 · 20VC with Harry Stebbings
- Kevin Ryan: Are the Best CEOs the Best Fundraisers & Why Ownership Should Not Be a Focus in VC|E1138 · 20VC with Harry Stebbings
- Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
- every mention in 2024, scene by scene →
2022 2 mentions in 1 episode
2019 1 mention in 1 episode
2018 5 mentions in 1 episode
Everything said about Rubrik, oldest first
May 27, 2024 positive
Lemkin: IPO markets evaluate efficiency at listing, ignoring capital raised history
“The IPO markets don't care. They actually don't care whether you raise nothing right in primary like Atlassian or whether you raised a crap load like rubric. Or whether you raised almost nothing like Klaviyo and then a bunch and then all, and then burn nothing…”
Jun 3, 2024 bearish
Lemkin: Only two SaaS companies have gone public since late 2021
“I'm concerned that we've only had two SaaS-ish IPOs since twenty-twenty-one. We've only had two since HashiCorp was the last one of the bubble of December of twenty-twenty-one, right? Just got bought for IBM. If only had two, we've only had Klaviyo and Rubrik.”
Nov 27, 2025
Jason Lemkin: Public software multiples jump sharply above 20% and 30% growth
“If you're growing less than 20% of a cherry pick basket, 5.1 X AR, Wix is lower. It's not in my basket. 20 to 30, 11.8 X AR. And then the 30% plus, which is Rubrik, Palantir and Figma, average 23.7 X AR, but Palantir and Rubrik push that up.”