San Francisco Bay Area
7 statements across 6 episodes · 4 bullish · 2 bearish · 6 people on the record · first statement Jun 18, 2015 by Alan Chiu · said 342 times in 187 episodes since 2015 · across every show →
Mentions by year
brought up most by Jason Lemkin (26), Harry Stebbings (26), Max Simkoff (10), Semil Shah (8), Keith Rabois (8), Matt Clifford (7), David Frankel (7), Matt Murphy (6)
tap a year for its mentions
2026 42 mentions in 19 episodes 2 per episode
- Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
- Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
- OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
- Turning Peter Thiel's $100K into $10M Angel Portfolio & Why VCs Can Be Sharks | Josh Browder · 20VC with Harry Stebbings
- Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- 11 more episodes that year, every mention in 2026 →
2025 32 mentions in 16 episodes 2 per episode
- OpenAI’s $6BN Jony Ive Deal & YC Is Both Chanel and Walmart, and Has Officially Won! · 20VC with Harry Stebbings
- Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
- Benchmark GP, Victor Lazarte: The 3 Traits All the Best Founders Have · 20VC with Harry Stebbings
- Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
- How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings
- Deel CEO, Alex Bouaziz on Raising $300M+ at a $17BN Valuation · 20VC with Harry Stebbings
- General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
- 8 more episodes that year, every mention in 2025 →
2024 27 mentions in 16 episodes 2 per episode
- Matt Clifford: The Bull & Bear Case for China's Ability to Challenge the US' AI Capabilities | E1172 · 20VC with Harry Stebbings
- Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings
- Dan Siroker: Second-Time Founders Are More Investable & Why Not To Hire People Out of College |E1153 · 20VC with Harry Stebbings
- Daniel Dines: From a Dollar a Day to Romania's Richest Man| Happiness, Wealth, Risk and more | E1143 · 20VC with Harry Stebbings
- Dan Fougere, CRO @Datadog: Why Discounting is Dangerous and Contract Sizes are Misleading | E1229 · 20VC with Harry Stebbings
- AJ Tennant: How to Build a Sales Machine and Where Most Go Wrong | E2118 · 20VC with Harry Stebbings
- Eoghan McCabe, CEO @Intercom: Freedom of Speech, Censorship and Government Control | E1213 · 20VC with Harry Stebbings
- David Schneider: Why the Worst VCs are "Seagull VCs" & VC Value Add - Is it Real? | E1200 · 20VC with Harry Stebbings
- 8 more episodes that year, every mention in 2024 →
2023 30 mentions in 15 episodes 2 per episode
- Tooey Courtemanche: From Construction Worker to Billionaire CEO | E1090 · 20VC with Harry Stebbings
- Jason Lemkin: Every VC has a FRAUD in their portfolio; The IPO market is about to EXPLODE | E1046 · 20VC with Harry Stebbings
- Adam Besnivick: How to Invest in Pre-Seed & Seed Stage Companies; Looking Glass Capital | E1020 · 20VC with Harry Stebbings
- David Marcus: How I Came to Lead PayPal; Why FB's Crypto Failed; How AI Fixes Inequality | E1001 · 20VC with Harry Stebbings
- Canva's Cliff Obrecht: How We Turned Our Yearbook Company to $40B Business | 20VC #971 · 20VC with Harry Stebbings
- Harry debates Cloudflare CEO Matthew Prince: "Should startups target niche markets?" · 20VC with Harry Stebbings
- Rob Go: The Ultimate Guide to Raising a Venture Fund | E1029 · 20VC with Harry Stebbings
- Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
- 7 more episodes that year, every mention in 2023 →
2022 26 mentions in 14 episodes 2 per episode
- Semil Shah: Lessons Learned Scaling from a $1M to a $50M Fund | 20VC #951 · 20VC with Harry Stebbings
- Keith Rabois: The End of Woke Capitalism; Time Allocation Tips; Silicon Valley vs Miami | 20VC #891 · 20VC with Harry Stebbings
- 20VC: Why You Should Think Twice Before Taking Multi-Stage Money at Seed, Why Venture Has Never Been Less Collaborative, How Becoming a Parent Made Me a Better Investor and Why We Should Be Optimistic About the Future of Diversity in Venture with Deena Sh
- Kyle Harrison: Why 75% of Active Investors Will Disappear in the Next Few Years | 20VC #940 · 20VC with Harry Stebbings
- Julio Vasconcellos: Scaling to $100M and 1,200 Employees and then Cratering | 20VC #928 · 20VC with Harry Stebbings
- Ian Lee: Why DAOs Will Replace Venture Capital; Biggest Threat to Web3 | 20VC #893 · 20VC with Harry Stebbings
- 20VC: David Friedberg on The Framework for Business Value Creation, The Bifurcation in Venture Today That No One Talks About, The Impact of Interest Rate Hikes on Venture and Step by Step; How TPB Incubates, Funds and Exits The Next Generation of Companie
- 20VC Special: How To Fundraise Like a Pro: How to Size and Price a Round, How to Create FOMO and Urgency in a Fundraise, How to Structure Angel Allocations, The 7 Deadly Sins of Fundraising Decks, The 3 Signs a Potential Investor is Bad News
- 6 more episodes that year, every mention in 2022 →
2021 24 mentions in 10 episodes 2 per episode
- 20VC Special: The Real Estate Fintech OGs on Why This Is Not The End For The Bay Area and What Can Be Done To Solve It, The Pros and Cons of Working with Corporate Investors and How Leading Their Teams Has Fundamentally Changed in a COVID World
- 20VC: The Opendoor Memo: Keith Rabois on The Origins of Opendoor from a Conversation with Peter Thiel, Why Cash is Not a Competitive Moat for Startups Today and What People Misunderstand About Black Swan Events in Real Estate and How it Impacts Opendoor
- 20VC: The Memo: Sequoia's Alfred Lin on Why Chasing GMV Leads To Bad Behaviours, How To Approach Competition and Capital Efficiency & The Core Importance of Understanding the Difference Between Input and Output Metrics
- 20VC: Eugene Wei on "Status as a Service", Why Networks Grow and Stop Growing, The Worst Design Choices Social Media Incumbents Have Made & The Next 10 Years of Media and the Metaverse
- 20VC: Sequoia's Doug Leone on What Has Been Instrumental To Scaling Sequoia Over Generations, How Sequoia Think About International Expansion and What They Learned From China and India & Why When You Lose Pre-Seed You Become Private Equity
- 20VC: a16z's David George on Leading a16z's Growth Fund Today, The Biggest Misconceptions of Growth Investing, How a16z Think Through Portfolio Construction, Investment Decision-Making and Scenario Planning & How The Entrance of New Players Has Changed Th
- 20VC: MercadoLibre Founder Marcos Galperin on Optimising Decision-Making, Effective Resource Allocation, Growth vs Profitability, Fundraising Strategies and more on the Journey To Build a $72Bn Market Cap Company
- 20VC: Scaling Zapier To $140M ARR and a $5Bn Valuation on $1.4M of Funding, What Founders Misunderstand About Fundraising & How Founders Should Think About Secondaries Today with Wade Foster, Founder & CEO @ Zapier
- 2 more episodes that year, every mention in 2021 →
2020 41 mentions in 23 episodes 2 per episode
- 20VC: 8VC's Joe Lonsdale on How To Foster Contrarian Thinking Within Venture Partnerships, Why The Best VCs Are Company Builders & Why It Is Not Possible To Build Multi-Billion Dollar Companies and Have Worklife Balance
- 20VC: Why Most Founders Do Not Structure Their Fundraise Correctly, The Pros Of Having An MBA As A Startup Founder & How To Manage The Psychology Of Being CEO and Overcome Self Doubt with Iman Abuzeid, Founder & CEO @ Incredible Health
- 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
- 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
- 20VC: The Most Successful Companies Are Not Where Employees Work The Most, How To Know When To Promote From Below Or Bring in External Candidates & Why It Is A Unique Advantage To Be Building A Company Outside A Tech Hub with Rick Nucci, Founder & CEO @ G
- 20VC: How To Solve The Chicken and Egg Problem in Marketplaces? How Important Is Differentiated Supply? How To Prevent Leakage? How to Create Marketplace Defensibility and more with Alyssa Ravasio, Founder & CEO @ Hipcamp
- 20VC: Portfolio Construction, Optimising SPVs, Opportunity Investing "Between Rounds", Being Distribution-Centric Over Product-Centric and Capital Concentration Within Funds With Sumeet Gajri, Chief Strategy Officer @ Carta
- 20VC: Accel's Dan Levine on The Current State of Seed & Series A, The Rise of Pre-Emptive Rounds, Solo Capitalists and Multi-Stage Funds Entering Seed & Market, People and Product; What To Prioritise?
- 15 more episodes that year, every mention in 2020 →
2019 23 mentions in 16 episodes 1 per episode
- 20VC: Brad Feld on Why Market Size At Early Stage Is Not Helpful, His Biggest Learnings From The Boom & Bust of The Dot Com and How The Best VCs Work For Their CEOs
- 20VC: Haystack's Semil Shah on Whether Founders Are Bypassing Seed Funds in Favour Of Less Dilutive Multi-Stage Funds, How Fund Strategy Changes With Fund Scaling & Why The Hardest Challenge is Price Discipline
- 20VC: Inside The Acquisition Decision-Making Process at Cisco, How To Measure True Success in M&A Evaluation & Why By Not Speaking To Corp Dev Teams You Are Closing The Door On The Biggest Potential Accelerator To Your Business with Rob Salvagno, VP of Co
- 20VC: Hiten Shah on The Right Way To Think About Depression, Control and Burnout, Why Nobody Really Knows What They Are Doing and How One Should Receive Advice As A Result & How To Gain Self-Awareness As A Leader
- 20VC: Why Every Company Looks One Round Earlier Than It Should Be, Why Investors Don't Understand Term Sheet Psyche & How The Brand Behind The Investor Can Overweight The Attention Their Opinion Is Given with Assaf Wand, Founder & CEO @ Hippo
- 20VC: How To Think Through Portfolio Construction and The Business Model of VC, Why You Cannot Grow Ownership In Your Best Companies Over Time & How To Make The Space for Serendipity To Strike in VC with Adam D'Augelli, Partner @ True Ventures
- 20VC Exclusive: Roy Bahat on Bloomberg Beta's New Fund, The Truth About Valuation That Very Few VCs Will Tell You & Why Founders of Venture Backed Startups Make The Best Angels
- 20VC: Worklife Ventures' Brianne Kimmel on Why More Operators Should Start Their Own Fund, How To Structure Your Round for the Highest Signal Round & What The Multi-Stage Funds Playing At Seed Means For The Rest of The Asset Class
- 8 more episodes that year, every mention in 2019 →
2018 27 mentions in 14 episodes 2 per episode
- 20VC: Learnings From Backing The Likes of Spotify and Airbnb, The World of Growth Investing Today and The Right Way For Investors To Think About Liquidity with Woody Marshall, General Partner @ TCV
- 20VC: The 2 Core Roles Played By The Best Seed Investors Today, What To Look For In Potential Co-Investors & Why Seed Funds Can Grow Ownership in Their Best Companies Across Rounds with Ron Bouganim, Founder @ Govtech Fund
- 20VC: The Biggest Growth Opportunities for Young People in Tech Today, Why Distributed Workforces Are The Secret To Beating Incumbents & Why It Has Never Been Easier To Operate A Company Than Today with Andy Pflaum, Founder & CEO @ Astro
- 20VC: The Biggest Lessons From Working Alongside John Doerr, How To Optimize The Speed of Investment Decision-Making & Why Saying No Graciously Is The Most Important Thing with Shabih Rizvi, Founding Partner @ Gradient Ventures
- 20VC: The 2 Core Areas Value Will Accrue In Crypto, Why Crypto Will Drive The Re-Centralisation of Talent Back Into Silicon Valley & Why Regulation Is The Opposite of What We Should Be Concerned By in Crypto with Avichal Managing Partner @ Electric Capita
- 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital
- 20VC: Andy McLoughlin on The Benefits of Backing Unsexy Businesses with Non-Obvious Founders, How To Distinguish Between A Good Bridge Round and A Bridge To Nowhere & Whether VCs Really Do Add Value?
- 20VC: Why Virtually All Companies Hire The Wrong Way, Why EdTech Is The Most Brutal Market & How To Scale Your Sales Team for Engineering Founders with Mike Sliagadze, Founder & CEO @ Top Hat
- 6 more episodes that year, every mention in 2018 →
2017 23 mentions in 18 episodes 1 per episode
- 20VC: The Fundamentals To Creating A Successful Venture Partnership & The Optimal Investment Decision Making Process with Ryan McIntyre, Co-Founder @ Foundry Group
- 20VC: Accel GP, Rich Wong on When Is The Right Time To Scale A Startup, Optimising Initial vs Follow-On Investment Decision-Making & The Globalisation of VC In Recent Years
- 20VC: Kleiner Perkins' MZ Zaveri on Why Success In Venture Is About The 3 F's, How VCs Can Manage Deal Heat & Is There Too Much Venture Dollars At Seed
- 20VC: How Startups & VCs Can Build Relationships with Potential Corporate Acquirers? The Challenge Of Operating Both A B2B & B2C Business Model & Why Fundraising Is The One Element Founders Cannot Control with Gautam Gupta, Founder & CEO @ NatureBox
- 20VC: Eventbrite Founder, Julia Hartz on The Lessons Learned Scaling Eventbrite to Unicorn Valuation & $3Bn in Gross Ticket Sales
- 20VC: YC's Daniel Gross on How YC Can Democratise AI & Reduce Incumbency Advantages, Why ML Enabled Software Will Eat The Software That Ate The World & Whether AI Will Produce Independent Companies or Be Technology within Incumbents
- 20VC: Why Not Every Element of A Scalable Business Has To Scale, Why You Should Be Bearish on Retail & Why Fewer Businesses Are Getting Started Today Since The Great Depression with Brad Hargreaves, Founder & CEO @ Common
- 20VC: Kleiner Perkins GP, Eric Feng on How The Best Funds Use Tech and Data To Find Companies, Why Entrepreneurs Start The Fire and VCs Add The Rocket Fuel & Why Consumer Is Harder Than Ever Today
- 10 more episodes that year, every mention in 2017 →
2016 24 mentions in 14 episodes 2 per episode
- 20VC: Science Inc's Peter Pham on Why The Battle Between Entrepreneurs & VCs Is Unfair, How To Even The Playing Field & How To Tell When A VC Really Is Interested
- 20VC: What LP's Want In VCs with Beezer Clarkson, Managing Director @ Sapphire Ventures
- 20VC: The Future For Autonomous Vehicles & How Software Is Eating Cars with Nikhil Basu Trivedi, Investor @ Shasta Ventures
- 20 VC: Niccolo De Masi @ Glu Mobile on Private Market Valuations, Being A Public Market CEO & The Trends Of Mobile Gaming
- 20VC: Learnings From Mary Meeker & Larry Summers, Missing Out On Uber & The Changing World of VC with Canvas Partner, Rebecca Lynn
- 20VC: Garry Tan on The Biggest Takeaways From Advising 700 Companies @ Y Combinator & Why Now Is The Golden Age For The Early Stage?
- 20VC: Lessons Learnt From Marc Benioff & Selling To Salesforce For $2.7bn, What Product Market Fit Really Looks Like & Why Pricing Is Startup's Biggest Problem with Scott Dorsey, Managing Partner @ HighAlpha
- 20VC: Upfront Ventures' Greg Bettinelli on Testing For Founder 'Grit' & What It Takes To Build A Successful Consumer Brand Today
- 6 more episodes that year, every mention in 2016 →
2015 23 mentions in 12 episodes 2 per episode
- 20 VC 088: David Frankel @ Founder Collective: The Most Founder Friendly VC in Existence
- 20 VC 070: Do Investors in California Outperform The Rest of The World with Eric ver Ploeg @ Recursive Capital
- 20 VC 061: Roxanne Varza on Pitching A VC in 10 Minutes and Maximising Media Exposure For Your Startup
- 20 VC 090: Balderton Capital's General Partner, Suranga Chandratillake on What It Takes To Be A Great CEO
- 20 VC 086: Starting A New Venture Fund and How London Compares To The US with Hussein Kanji @ Hoxton Ventures
- 20 VC 080: How VCs Can Differentiate Themselves with Patricia Nakache, General Partner @ Trinity Ventures
- 20 VC 059: How To Approach VCs with Arteen Arabshahi, VC @ Karlin Ventures
- 20 VC 093: Where Is The Micro VC Market Going with Samir Kaji @ First Republic Bank
- 4 more episodes that year, every mention in 2015 →
Everything said about San Francisco Bay Area, oldest first
Jun 18, 2015 positive
Alan Chiu: Stanford's primary advantage is proximity to Silicon Valley capital density
“One of the key factors that sets Stanford apart is, is proximity to Silicon Valley and the San Francisco Bay area in general, and the density of successful technology companies as well as startups that that have been built or, and being built in the area, as w…”
Sep 9, 2015 negative
Ver Ploeg: Data disproves that remote tools democratize startup success
“You know, honestly, I had thought, sort of a hypothesis of mine was that there, we would see increased geographic democratization over the last handful of years, given, you know, better communication, lower friction and overhead in, in engaging remote resource…”
Sep 9, 2015 bullish
Ver Ploeg: Being in the Bay Area provides irreplaceable VC deal flow
“There are two answers to that. The short and simple one is yes, in a way that you just couldn't get any other place. Because, you know, if I go to my local coffee shop, which I do every morning, I see venture guys in there, right?”
Dec 19, 2016
Lynn: SVB tracks over 200 non-institutional sub-$150M VC firms in Bay Area
“Is there are, I just talked to Silicon Valley bank and they're tracking over 200 firms only in the Bay area of one hundred and fifty million dollars or more or less like 150 or less without institutional capital. So this is not even counting the number of firm…”
Apr 30, 2018 positive
Jul 7, 2020 negative