social networks

also referred to as: social network · the social network

11 statements across 10 episodes · 3 bullish · 3 bearish · 10 people on the record · first statement Jul 3, 2015 by Harry Stebbings · said 22 times in 16 episodes since 2016 · across every show →

Mentions by year

brought up most by Harry Stebbings (5), Jason Lemkin (3), Bret Taylor (3), Miles Grimshaw (2), Peter Lacaillade (1), David Tisch (1), Dan Siroker (1), Ben Lerer (1)

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02420162017201820192020202120222023202420252026episodes it came up in
00122420162017201820192020202120222023202420252026episodesmentions per episode
2026 4 mentions in 2 episodes 2 per episode
2025 5 mentions in 4 episodes 1 per episode
2024 5 mentions in 3 episodes 2 per episode
2023 4 mentions in 3 episodes 1 per episode
2022 1 mention in 1 episode
2016 3 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about social networks, oldest first

Jul 3, 2015
Disclosure
Stebbings Discovered VC at Age 12 Watching The Social Network
“I was sitting in the cinema watching The Social Network with Jesse Eisenberg, and I saw Peter Thiel and Clarion Capital investing in Facebook in that film, and I thought, that looks like a pretty, pretty sweet deal. And, you know, actually I think I was about …”
Harry Stebbings Jul 3, 2015 ▶ 3:37 Founders Friday 002: Balderton's James Wise interviews 20VC Founder, Harry Stebbings
Mar 7, 2016 negative
Assertion Not checkable as stated
Tunguz: Google's Intent Ad Model Failed to Monetize Social Networks
“For Google, they were interesting because they generated huge numbers, huge amounts of traffic, but they didn't actually generate that much revenue. And that's because the intent model that Google was so predicated upon didn't really apply in social networks, …”
Tomasz Tunguz Mar 7, 2016 ▶ 4:05 20VC: Tom Tunguz on Why Now Is The Best Time To Be Investing and The Effect of Late Stage Valuations on Startups
Nov 19, 2020 bullish
Prediction Not checkable as stated
Ohanian: Major social networks are actively being unbundled by Gen Z founders
“We're already seeing it. Absolutely. And I'm talking to founders every day. Gen Z founders who are like the way smarter versions of me graduating college. They've seen the mess that we've made over the last 15 years. They are actively building better platforms…”
Alexis Ohanian Nov 19, 2020 ▶ 27:09 20VC: Alexis Ohanian on Why Now Was The Right Time To Start Seven Seven Six, The 2 Very Distinct Types of Deals In Venture & The Unbundling of Social in 2021
Feb 24, 2021
Insight
Social Networks With 100M Monthly Active Users Typically Monetize Successfully
“Historically, what we've found is that if a social network can get to a hundred million monthly active users, it typically finds a way to monetize.”
Jeremy Liew Feb 24, 2021 ▶ 31:12 20VC: The Snapchat Memo: Lightspeed's Jeremy Liew on The 4 Key Elements To Consider When Evaluating A Consumer Social Product, What is Good/Great/World Class For Retention, Usage and Downloads in Consumer Social Today & The Core Insight Development of Eva
Nov 22, 2021
Insight
Eugene Wei: Primary mechanism of network growth is status game creation
“Status as a service posits, there are two things that explain a lot of this. One is that humans are just hardwired to seek status, or as you would call it, status, which sounds more classy. The second is that humans... Will tend to gravitate towards the most e…”
Eugene Wei Nov 22, 2021 ▶ 21:58 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
Feb 22, 2023 negative
Insight
Systrom: Believing friends share content interests was social media's biggest mistake
“And the fundamental thesis is that your friends are kind of into the stuff that you're into, and I would argue it is the greatest mistake Of social networks in the last 20 years, is to believe that is true.”
Kevin Systrom Feb 22, 2023 ▶ 38:28 Kevin Systrom & Mike Krieger: The Founders of Instagram Reveal their New Project "Artifact" | E981 · 20VC with Harry Stebbings
Feb 22, 2023 positive
Opinion
Systrom: Social networks must become less social and rely on behavioral affinity
“So, long time, like, long story short, I think that social networks need to become less social, and I think that something that will make up for it is this idea of learned association or learned affinity through your behavior.”
Kevin Systrom Feb 22, 2023 ▶ 40:10 Kevin Systrom & Mike Krieger: The Founders of Instagram Reveal their New Project "Artifact" | E981 · 20VC with Harry Stebbings
May 15, 2023 positive
Opinion
LeCun: AI is the solution to social network harms, not the cause
“So, for example, there's a narrative, a very, very common narrative that AI is the culprit for a lot of the bad side effects of social networks in the past. And in fact, it's completely backwards. AI is the solution to those problems.”
Yann LeCun May 15, 2023 ▶ 48:43 Yann LeCun: Meta’s New AI Model LLaMA; Why Elon is Wrong about AI; Open-source AI Models | E1014 · 20VC with Harry Stebbings
Mar 3, 2025 neutral
Insight
Krieger: Social networks succeed through format, audience, and vibes
“Social networks are made of format, or formats that you have in your product, audience, and vibes.”
Mike Krieger Mar 3, 2025 ▶ 27:32 Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 · 20VC with Harry Stebbings
Mar 24, 2025
Insight
Feldman: Experience matters far more than naivety in complex hardware startups
“I think if you are in a business in which running a business is a benefit, then experience matters a great deal. I think if you are in a business in which you look like Your customer. There was a reason why social, social networks were started by people right …”
Andrew Feldman Mar 24, 2025 ▶ 1:09:40 Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
Aug 11, 2025 negative
Opinion
Mignot: Social media algorithms must be public and auditable
“I think it should be loud, but there should be a bigger conversation about social networks and about the openness of algorithms, which don't only apply to TikTok, but, you know, applies to X, applies to Facebook. I think those algorithms should be should be pu…”
Martin Mignot Aug 11, 2025 ▶ 38:53 Index Ventures Partner, Martin Mignot: Figma, Scale, Wiz: Inside Index’s Decacorn Factory · 20VC with Harry Stebbings
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