Silicon Valley Bank
also referred to as: svb
28 statements across 10 episodes · 5 bullish · 9 bearish · 12 people on the record · first statement Dec 19, 2016 by Rebecca Lynn · said 200 times in 39 episodes since 2015 · across every show →
Mentions by year
brought up most by Harry Stebbings (131), Jackie Reses (15), Samir Kaji (9), Kris Dickson (8), Mark Carney (5), Mike Maples (4), Jason Lemkin (3), Bill Ackman (3)
tap a year for its mentions
2026 4 mentions in 3 episodes 1 per episode
- Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
- OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
- Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
- every mention in 2026, scene by scene →
2025 10 mentions in 5 episodes 2 per episode
- OpenAI’s $6BN Jony Ive Deal & YC Is Both Chanel and Walmart, and Has Officially Won! · 20VC with Harry Stebbings
- Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings
- The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
- Elon’s Empire: SpaceX, Tesla, Neuralink After the Storm & Anduril’s $2.6BN Power Move · 20VC with Harry Stebbings
- George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
- every mention in 2025, scene by scene →
2024 2 mentions in 2 episodes 1 per episode
2023 72 mentions in 8 episodes 9 per episode
- Jackie Reses & Kris Dickson: What Happened with SVB? Are VCs to Blame? | E988 · 20VC with Harry Stebbings
- Mark Carney: First Republic Bank Fails; Will Interest Rates Rise? Global Warming's Net Zero | E1008 · 20VC with Harry Stebbings
- Mike Maples: Lessons from SVB; Crisis Management Tips; USD's Status as the Reserve Currency | E993 · 20VC with Harry Stebbings
- Bill Ackman: SVB Collapse; Biden vs Trump; How I Lost $400M on Netflix; Bill's 10-Year Long | E991 · 20VC with Harry Stebbings
- Des Traynor: How to Survive and Thrive in a World of OpenAI | E1082 · 20VC with Harry Stebbings
- Sheel Mohnot: How I Got Married in the Metaverse; Founder vs Product vs Market | E1035 · 20VC with Harry Stebbings
- Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
- Clem Delangue: The Ultimate Guide to Investing in AI; Elon's Threat to Sue OpenAI | E1013 · 20VC with Harry Stebbings
- every mention in 2023, scene by scene →
2022 2 mentions in 1 episode
2020 69 mentions in 10 episodes 7 per episode
- 20VC: Vinod Khosla on What Venture Assistance Really Means, Why Many VCs Are Not Qualified To Advise Founders & Why Startups Can Innovate So Much Faster Than Incumbents
- Breaking News: Meet First Round Capital's Newest Partner, How To Approach Generational Transition as a Venture Firm & The Dangers of Attribution In Venture
- 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: Raising $105m in Just 13 Months Over 3 Separate Rounds, The 5 Core Ways VCs Can Add Value & How Founders Can and Should Fully Leverage Their Cap Table with Kurt Rathmann, Founder & CEO @ ScaleFactor
- 20VC: Lessons from 150 Angel Investments into the likes of Carta, Gusto, Airtable and Superhuman, Creating Algorithms and Models For Investing At Seed & Why Younger Investors Have An Advantage When It Comes To Finding Deals Early with Jude Gomila, Angel I
- 20VC: Ashton Kutcher on Early Lessons From Investing in Airbnb and Spotify, Why VC Ownership Requirements Are Becoming More and More Egregious & What Being Good At Product Truly Means
- 20VC: Alexa Von Tobel on Raising NYC's Largest Ever Female Led Fund , Portfolio Construction, Compression of Fundraising Timelines, Reserves Management & Personal Branding in Venture
- 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
- 2 more episodes that year, every mention in 2020 →
2019 27 mentions in 5 episodes 5 per episode
- 20VC: Inside UiPath, The World's Fastest Growing Startup, How The Best Leaders Approach Decision-Making & WhY Vulnerability Is Central To SuccessFul Leadership Today with Brandon Deer, VP of Operations & Strategy @ UiPath
- 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: 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: Mercury Founder Immad Akhund on Why Angel Investing Makes Founders Better Operators, The Right Way For Founders To Discuss and Present Competition To Investors & How To Think About Your Initial Wedge Into The Market and How It Expands Over Time
- 20VC: Carta Founder Henry Ward on Why The Best Companies Are Not Product Led But Distribution Led, 3 Requirements Needed For A New Market/Investment To Be Exciting and Why Small Markets Are So Attractive
- every mention in 2019, scene by scene →
2017 6 mentions in 3 episodes 2 per episode
- 20VC: What Does It Take To Raise A Venture Fund Today, An Analysis of The Explosion of Seed Financing & Why IRR No Longer Takes Centre Stage with Samir Kaji, Senior Managing Director @ First Republic Bank
- 20VC: Why YC Is The Exact Opposite of Proprietary Deal Flow, Why Having No Follow On Dramatically Aligns Incentives & Why Founders Do Not Have To Be Passionate About Their Idea From The Start with Michael Ma, Founding Partner @ Liquid 2 Ventures
- 20VC: SaaStr's Jason Lemkin on The 3 Things You Want From Your LPs, Why Most VCs Do Not Add Value & Why The Best VCs Know How To Package Startups For The Next Round
- every mention in 2017, scene by scene →
2016 1 mention in 1 episode
Everything said about Silicon Valley Bank, oldest first
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…”
Sep 20, 2019 bullish
Akhund: Mercury is the only startup-focused challenger bank in the U.S.
“If you take what we're doing at Mercury, there's no one else really doing a startup focused challenger bank. I would say the zero, which is really good. The only people we're competing against is Silicon Valley Bank and First Republic and Chase.”
Jun 24, 2022
Silicon Valley Bank financed 60% of Harlem Capital's Fund 2 GP commit
“Second thing we did in fund two, which we didn't do in fund one, which was help, was get a GP credit line. Right. So basically we use Silicon Valley bank. They put up 60% of our GP stake. We put up 40% of our cash and over time it gets paid.”
Mar 13, 2023 negative
Mar 13, 2023
Dickson: SVB asset values exceeded total deposits at year end
“Now, if a quick look at their, and SVB's balance sheet as of year end if you take the market value of their investment portfolio, both the AFS securities and the health for maturity securities plus their loan portfolio, which should be saleable it's more than …”
Mar 13, 2023 positive
Dickson: Only nine US banks failed in five years post-financial crisis reforms
“After, after Lehman's collapse, and that the global financial crisis, almost 400 banks failed in this three years after Lehman went down. And so then the regulatory frameworks were amped up, liquidity and capital requirements were amped up, and in the last fiv…”
Mar 13, 2023
Mar 13, 2023 bearish
Mar 13, 2023 positive
Dickson: FDIC will orchestrate SVB sale to prevent systemic crisis
“I'm in complete agreement because I think the FDIC is fully aware that the potential crisis of confidence among depositors is something that must be avoided at all costs, and the simplest and most elegant solution to that is orchestrating continuity through a …”
Mar 13, 2023
Mar 13, 2023
Mar 13, 2023
Dickson: SVB's $15B mark-to-market gap exceeded its Q4 market cap
“At the end of 22, they reported ninety-one billion dollars of held to maturity securities, with the actual value of seventy-six billion. That 15, fifteen billion dollar gap Was bigger than their market cap for most of the fourth quarter.”
Mar 13, 2023
Mar 13, 2023 neutral
Dickson: SVB failed due to duration and concentration risks, not credit risk
“For SVB, but unlike Lehman, their investments were in agency-backed MBS and Treasuries, relatively conservative and low risk at the time. They just went long on duration for their investments, and they had concentration risk in their depositor base.”
Mar 13, 2023 negative
Mar 20, 2023 negative
Mar 20, 2023 bearish
Mar 24, 2023 positive
Maples: 85% of Floodgate founders stayed focused during SVB collapse
“85% of the founders that we worked with, and I feel really lucky, we made good choices of who we decided to go into business with, but 85% of the founders were just like on it, and we were just like taking care of business, right, and not wasting time on the s…”
Mar 24, 2023
Mar 24, 2023 negative
Stebbings: VCs did not cause the Silicon Valley Bank run
“Can I be honest, it really pissed me off when I saw a lot of people say, oh, VCs are to blame for the bank runs. I was like, are you kidding me? Have you studied the mechanics of how banks work in SVB's balance sheet? It was not VCs that caused the bank runs.”
Mar 24, 2023
Mar 24, 2023 negative
Maples: Protecting SVB depositors does not resemble a bailout
“Yeah, it's incredible to me that you could put your money in a bank, that there's not transparent reporting that the federal government said was okay, and now it's like somehow an entrepreneur's fault because The bank's assets weren't what they said they were,…”
May 1, 2023 neutral
Carney: The Federal Reserve Will Cap Interest Rates at 5.25%
“And you know, if we had been talking at the end of February, early March before Silicon Valley bank, I would have said something to the effect of, I think the fed may have to go to six percent fed funds. Now I think they'll probably stop at five, five and a qu…”
May 1, 2023 bearish
Carney: Mid-Sized Regional Banks Face Systemic Danger From Flighty Corporate Deposits
“Kind of barbell strategy was, it was dangerous to be in that awkward middle where you're a large regional, and therefore you have a lot of corporate deposits, deposits above the minimum, They turn out to be much more flighty. What we saw with Silicon Valley, w…”
May 12, 2023 neutral
Delangue: 95% of a VC's Value Is Financial Capitalization and Support
“Investors are first and foremost investors, right? Meaning that their main value add is to deal around To help you on financial matters. So for example, when SVB go down, right? And then to help you to always capitalize the company the right way. So they're, i…”
May 29, 2025 negative
O'Driscoll: 70% of US tech unicorns are actually worth under $1B
“I think the data there says 20 to 30% max. In other words, which of the meat, if you say you have to be roughly a hundred million bucks, roughly growing more than 20% and vaguely at or near profitability, what they were saying is that percentage is, you know, …”