Stripes

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 4, 2024 by Jason Lemkin · said 2 times in 2 episodes since 2023 · across every show →

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brought up most by Eran Zinman (1), David Allemann (1)

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Everything said about Stripes, oldest first

Jan 4, 2024 bullish
Prediction Not checkable as stated
Lemkin: Mega decacorns will allow top growth funds to hit 3x net
“I think there are, there will be enough stripes and data bricks and open AIs that some growth funds can do three X net or more, and that will get the LPs to re up and that will rearm the decacorn hunters.”
Jason Lemkin Jan 4, 2024 ▶ 53:00 Jason Lemkin: Predictions for 2024 - What Does a Trump Administration do for Startups? | E1099 · 20VC with Harry Stebbings
Mar 2, 2026
Assertion Supported
Zinman: Monday.com stock peak to $400 was driven entirely by sentiment
“I remember when our stock went, went up to 400. After we IPO'd and one of our investors told me something, Ken Fox from Stripes. He told me something which was brilliant. He told me, isn't it great that the stock is going up without the revenue going up? And I…”
Eran Zinman Mar 2, 2026 ▶ 1:07:33 Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
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