SolarCity

also referred to as: solar city

5 statements across 5 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Jul 5, 2017 by Barry Schuler · said 15 times in 8 episodes since 2016 · across every show →

Mentions by year

brought up most by Cliff Weitzman (6), Girish Mathrubootham (4), Niccolo De Masi (1), Jason Lemkin (1), Harry Stebbings (1)

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001.322.5420162017201820192020202120222023202420252026episodesmentions per episode
2026 9 mentions in 4 episodes 2 per episode
2025 1 mention in 1 episode
2024 4 mentions in 2 episodes 2 per episode
2016 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about SolarCity, oldest first

Jul 5, 2017 positive
Disclosure
Schuler: SolarCity succeeded post-IPO despite a flat-to-down offering
“We, SolarCity is a good example of an IPO we had where it was a flat to down IPO round. Everyone ended up putting money in to get that company public, and they did sensationally.”
Barry Schuler Jul 5, 2017 ▶ 11:17 20VC: How To Get Back To 200 Tech IPOs Per Year, Why We Are In A 'Bulge" Not A Bubble & The Impending Flat & Down Rounds To Come with Barry Schuler, Partner @ DFJ Growth
Apr 19, 2024 positive
Disclosure
Freshworks expanded SolarCity from a 25-seat deal to nearly $1M ARR
“We entered SolarCity, I think with a 25 seat deal. And two years later when we hired our first president of sales in the US, he went and spoke to SolarCity. We found out that 13 different teams were using it, more than a thousand licenses. They were almost pay…”
Girish Mathrubootham Apr 19, 2024 ▶ 16:57 Girish Mathrubootham: Biggest Product and Pricing Lessons from Scaling to $597M in ARR | E1142 · 20VC with Harry Stebbings
Apr 20, 2024
Assertion Supported
SolarCity paid Freshworks $1M annually across 13 separate team accounts
“बेशक, यह एक enterprise व्यापक सौधा नहीं था, लेकिन यह बड़े enterprise की एक team के लिए था, जैसे अगर आपको याद हो, Tesla ने जिस company को खरीदा था, वो दूसरी Elon Musk company Solar City थी, तो हमने तेरह अलग-अलग टीमें इसका उप्योग कर रही थी, वे हमें लगभग एक मिलिय…”
Girish Mathrubootham Apr 20, 2024 ▶ 18:17 Girish Mathrubootham (HINDI): Biggest Product and Pricing Lessons from Scaling to $597M in ARR · 20VC with Harry Stebbings
May 9, 2026
Insight
Weitzman: SolarCity succeeded as a financial innovator, not tech innovator
“SolarCity was not a technology company. They were a finance company that had convinced, I think it was JP Morgan, to amortize the value of a solar panel over 30 years, and they got them to underwrite the value of that.”
Cliff Weitzman May 9, 2026 ▶ 1:30:11 Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
May 28, 2026 bearish
Opinion
Lemkin: High-Flyer AI Valuations Are 'SolarCity on Steroids'
“It's solar city on steroids, and we're all here for it because we love AI, but it makes no sense.”
Jason Lemkin May 28, 2026 ▶ 53:11 OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
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