SpaceX, every mention

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every year 2025 anyone Harry Stebbings 182Rory O'Driscoll 31Jason Lemkin 18Justin Fishner-Wolfson 10Steve Jurvetson 9Shervin Pishevar 8Everett Randle 8Mike Maples 6Brian Singerman 6Mark Suster 5

Verbatim, from the transcripts: the passages where SpaceX comes up

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Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings Dec 22, 2025 · 12 mentions

  • ▶ 0:03 unnamed speaker SpaceX goes out first.
  • ▶ 5:08 Harry Stebbings One is a cheat because she's not quite the founder, but I think Gwen Shotwell running space.
  • ▶ 17:13 Harry Stebbings And the other one is, is Founders Fund, deploying three billion in under 12 months, but deploying it into Stripe, SpaceX, and Anduril. 3 times in the scene
  • ▶ 1:02:17 unnamed speaker You have, I mean, just taking the huge ease, you have Databricks, you have Stripe, and then you have the big one of all, SpaceX. 7 times in the scene

Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings Dec 18, 2025 · 11 mentions

  • ▶ 0:31 unnamed speaker You can't run the numbers on SpaceX and come up with that 1.5 trillion.
  • ▶ 9:11 unnamed speaker And the bad news is they've left the entire compounding of Databricks, of SpaceX, of Entropic, of open AI on the table. 5 times in the scene
  • ▶ 1:02:16 unnamed speaker And, and, and three failed launches in, in 2007 and 2008, that's probably what SpaceX looked like too.
  • ▶ 1:04:14 unnamed speaker It will be the same thing on SpaceX. 4 times in the scene

a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings Dec 15, 2025 · 3 mentions

  • ▶ 10:57 David George Stripe, SpaceX, Databricks, you know, it's worked, it's worked to their advantage for sure.
  • ▶ 21:53 David George Uh, the 15 would be, we led two more rounds in flock safety, or, you know, we led another round, um, you know, into Figma, or, uh, you know, we, we put more money into SpaceX.
  • ▶ 51:18 David George SpaceX with Starlink is an example of this.

SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings Dec 11, 2025 · 13 mentions

  • ▶ 1:41 Harry Stebbings We're starting with number one, SpaceX pursuing eight hundred billion dollar valuation through secondary sale. 6 times in the scene
  • ▶ 9:07 Rory O'Driscoll When you kind of sent out the note, you said, you know, what happens if SpaceX, Entropic, and Databricks go public, right? 6 times in the scene
  • ▶ 41:49 Rory O'Driscoll At eight hundred billion in SpaceX, two percent is sixteen billion.

20VC: Max Altman on The New Seed War: Can Anyone Compete with Sequoia and a16z | Leaving $2BN on the Table with Reddit | Lessons from Backing Rippling at $25M Post | Why Climate Tech is a Mirage and Disaster Nov 21, 2025 · 1 mention

  • ▶ 1:05:58 Max Altman They just go, and people are like, hey, hold Andro, hold more Rippling, hold more SpaceX.

Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings Nov 20, 2025 · 4 mentions

  • ▶ 56:27 unnamed speaker SpaceX, it's got a double. 3 times in the scene
  • ▶ 1:18:19 unnamed speaker It feels like it's true of SpaceX at least, right?

Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings Nov 10, 2025 · 5 mentions

  • ▶ 50:52 Everett Randle So one of like the, the first investment that, um, that I did at Kleiner Perkins when, when I came back in, was SpaceX at a hundred and fifty billion dollars. 5 times in the scene

20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp Oct 17, 2025 · 1 mention

Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings Oct 16, 2025 · 1 mention

  • ▶ 1:00:41 unnamed speaker I mean, if you look at their SpaceX non-diversification, these guys strike me as the most likely to be most concentrated, right?

General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings Sep 22, 2025 · 4 mentions

  • ▶ 1:08:29 Hemant Taneja I'm talking about the Stripes, the SpaceX's, I think OpenAI is going to get there, uh, and Tropic and so on, right?
  • ▶ 1:19:59 Hemant Taneja Um, but, so that's one, which is, I think there you could be, hey, giving people access to SpaceX and Stripe, you're, you're not gonna regret it.
  • ▶ 1:33:43 Hemant Taneja There's some, uh, firms that are trying to make all their money on SpaceX and keep buying SpaceX. 2 times in the scene

Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings Aug 21, 2025 · 2 mentions

  • ▶ 2:30 unnamed speaker You got, um, SpaceX at three 60.
  • ▶ 12:44 unnamed speaker yes, I think SpaceX is almost 20 years old, they've been cooking a long time,

Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity · 20VC with Harry Stebbings Aug 4, 2025 · 9 mentions

  • ▶ 13:50 Miles Dieffenbach And you look at some of the, the most incredible companies that have ever come out of the venture asset class, Airbnb, Uber, SpaceX, Amazon, all struggled mightily to raise their seed round.
  • ▶ 39:38 Miles Dieffenbach I, we, we, we acknowledge that we could be wrong, and SpaceX, and OpenAI, and Anthropic go public at, at trillion dollar vations. 3 times in the scene
  • ▶ 1:15:50 Harry Stebbings Do you think there is a chance that happens that honestly, like when you look at like SpaceX, I have so many. 5 times in the scene

Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings Jul 17, 2025 · 2 mentions

  • ▶ 1:08:53 Jason Lemkin Elon can just fire up one of his jets or his rockets, fly wherever, raise a few more billion, fund it with SpaceX if he has to, like he's done before, and he, he can just be a friggin' force of nature in a way like no one else can. 2 times in the scene

Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings Jul 14, 2025 · 1 mention

  • ▶ 15:13 Vlad Tenev So we wanted to start with the two companies that I think are significant, hard to get, uh, challenging, but also in demand, and that's SpaceX and OpenAI, which incidentally were the two that I used as examples when I, when I wrote my…

Daniel Gross and Nat Friedman: Acquired by Meta | Microsoft Layoff 9000 People | OpenAI's Bombshell · 20VC with Harry Stebbings Jul 10, 2025 · 1 mention

  • ▶ 1:01:30 unnamed speaker Congratulations, you were, you know, you pissed off two million people, and the owner of X, SpaceX, and Tesla loves you, you in.

KKR's Head of European PE, Philipp Freise: Do Andreessen & General Catalyst Scare KKR? · 20VC with Harry Stebbings Jun 30, 2025 · 1 mention

  • ▶ 36:35 Philipp Freise Uh, you know, SpaceX was just the result of opening it up to the private, to the private sphere.

Chime IPO: Are IPOs Hotter Than Ever? · 20VC with Harry Stebbings Jun 19, 2025 · 1 mention

  • ▶ 38:58 unnamed speaker You know, I think Palantir started that, SpaceX, and I think it's, you know, Andrel and all that now.

Larry Aschebrook, Founder & MP @GSquared: How We Lost Money on Uber and Made Millions on Lyft · 20VC with Harry Stebbings Jun 16, 2025 · 4 mentions

  • ▶ 15:19 Harry Stebbings And what I mean by that is, if you think about that applied to today, your, your SpaceX's of the world, or your, you know.
  • ▶ 29:31 Larry Aschebrook But that fund also, but by the way, that fund also had, um, Lyft, Uber, um, um, uh, SpaceX, um, Instacart, um, Impossible Foods, um, uh, the list goes on and on of companies.
  • ▶ 37:22 Harry Stebbings You have the data to go look at Palantir, look at Spotify, look at SpaceX.
  • ▶ 41:03 unnamed speaker Sell our SpaceX stock privately, you know, make a, make a big return.

Elon’s Empire: SpaceX, Tesla, Neuralink After the Storm & Anduril’s $2.6BN Power Move · 20VC with Harry Stebbings Jun 12, 2025 · 6 mentions

  • ▶ 0:27 unnamed speaker The truth is, SpaceX, it's just 2 times in the scene
  • ▶ 10:16 Harry Stebbings The question for me is, does this very positive response across the board with the IPOs that we've seen, not does it lead to the window opening more, I think we all agree it does, is does it lead to the window opening to Databricks, to…
  • ▶ 1:03:44 Harry Stebbings Over a hundred million dollars in SpaceX, and probably another hundred million dollars in other Elon companies. 2 times in the scene
  • ▶ 1:07:52 unnamed speaker SpaceX, wow.

20VC: The Science of Storytelling: Three Steps to Master the Perfect Story | From Near Death Experience to Unicorn Startup: The Untold Story of Omaze with Matt Pohlson Jun 6, 2025 · 3 mentions

Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings Jun 5, 2025 · 3 mentions

  • ▶ 1:22:20 Rory O'Driscoll And so you, you can never discount a rage quit, I suppose would be that, especially when you have the fun of SpaceX and XAI to go to. 3 times in the scene

OpenAI’s $6BN Jony Ive Deal & YC Is Both Chanel and Walmart, and Has Officially Won! · 20VC with Harry Stebbings May 29, 2025 · 1 mention

  • ▶ 1:14:55 unnamed speaker So when you own a slug of SpaceX and you own a slug of X,

Airwallex CEO & Co-Founder, Jack Zhang: The Angel That Turned $1M into $1BN · 20VC with Harry Stebbings May 26, 2025 · 3 mentions

  • ▶ 1:31:54 unnamed speaker Um, I would put half of my money in SpaceX. 3 times in the scene

20VC: ElevenLabs Head of Growth on Why You Do Not Need PMs | The 7-Part Launch Playbook That Gets 700K+ Views Per Product | The Truth About CAC, Payback & Performance Marketing in AI with Luke Harries May 23, 2025 · 1 mention

  • ▶ 20:30 Luke Harries We'd, like, see ourselves among, like, Palantir and OpenAI and SpaceX as we're, like,

Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · 20VC with Harry Stebbings May 22, 2025 · 4 mentions

  • ▶ 18:12 Rory O'Driscoll There is the, the SpaceX, the Stripes.
  • ▶ 31:55 Rory O'Driscoll Above sixty five billion in the next five or seven years, then the people who bought Stripe, SpaceX, Databricks, OpenAI and Antropic are screwed.
  • ▶ 35:30 Rory O'Driscoll Um, you know, you obviously shouldn't have sold any SpaceX ever, you know, you shouldn't have sold any blah, blah, blah. 2 times in the scene

Duolingo Co-Founder, Severin Hacker: How AI Impacts the Future of Work and Education · 20VC with Harry Stebbings May 19, 2025 · 2 mentions

  • ▶ 1:15:08 Harry Stebbings I always fall back to no great entrepreneur was stopped by regulation though, which is like Travis wasn't stopped by regulation with Uber, uh, Elon with SpaceX wasn't stopped by regulation.
  • ▶ 1:29:25 Harry Stebbings And what I mean by that is, if you're the Collison's, if you're Ali at Databricks, if you're Elon at SpaceX, you don't need to go public today.

OpenAI, SBF & Perplexity: What VCs Know That You Don’t · 20VC with Harry Stebbings May 15, 2025 · 2 mentions

  • ▶ 49:33 Jason Lemkin And I think the next week he put a third of the fund into space X. 2 times in the scene

20VC Exclusive: Mercury Founder Launches First $26M Fund with Immad Akhund · 20VC with Harry Stebbings May 12, 2025 · 3 mentions

Benchmark vs a16z: Why Stage Specific Firms Win · 20VC with Harry Stebbings May 8, 2025 · 1 mention

Bucky Moore @ Lightspeed Venture Partners: Why You Cannot Do VC If You Do Not Do Pre-Seed · 20VC with Harry Stebbings May 5, 2025 · 2 mentions

  • ▶ 0:11 Bucky Moore We're talking about going from talking about 30 to fifty billion dollar outcomes to multi-trillion dollar outcomes in the form of SpaceX or OpenAI or Anthropic.
  • ▶ 2:32 Bucky Moore Multi-trillion dollar outcomes in the form of SpaceX or OpenAI or Anthropic, where Lightspeed is very proudly an investor.

What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings May 1, 2025 · 1 mention

  • ▶ 37:35 unnamed speaker The quick snide when the argument responds back would be SpaceX, but I would be intellectually honest enough to admit that would be a snide answer, right?

Plural Partner, Taavet Hinrikus: Why Founders Will Realise Multi-Stage Funds Damage Seed Rounds · 20VC with Harry Stebbings Apr 28, 2025 · 2 mentions

a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings Apr 17, 2025 · 4 mentions

  • ▶ 51:50 unnamed speaker holding periods of 1015 years, like they bought SpaceX, I think in oh seven, oh eight, so they have compounding after, and it turns out, if you compound at 30, 40% gross, not for eight years, but for 15 years, because you don't give a damn…
  • ▶ 57:03 unnamed speaker Conversely, B to B, they are right, which is that very few companies in B to have the same level of untrammeled, competitive free space that something like SpaceX does. 3 times in the scene

Peter Singlehurst: Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvalt · 20VC with Harry Stebbings Mar 19, 2025 · 6 mentions

Hussein Kanji, Founder @Hoxton Ventures: Why AI Means London Can Compete with the US | E1248 · 20VC with Harry Stebbings Jan 20, 2025 · 1 mention

  • ▶ 1:02:47 Harry Stebbings You've got Stripe, you've got Databricks, you've got SpaceX, you've got Starlink, you've got all these companies, which, but they didn't need to go

Shervin Pishevar: What Really Happened in the Firing of Travis Kalanick | E1245 · 20VC with Harry Stebbings Jan 13, 2025 · 10 mentions

Dan Gill, CPO @Carvana: The Most Wild Story in Public Markets | E1243 · 20VC with Harry Stebbings Jan 8, 2025 · 4 mentions

Mike Maples: Three Frameworks to Evaluate Startups and Founders | E1242 · 20VC with Harry Stebbings Jan 6, 2025 · 6 mentions

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