they

6 statements across 6 episodes · 3 bullish · 2 bearish · 4 people on the record · first statement May 1, 2023 by Mark Carney · across every show →

Everything said about they, oldest first

May 1, 2023 negative
What-if
Carney: Delayed Federal Reserve Rate Hikes Allowed Financial Sector Excesses
“And that meant that You know, they lost six to nine months probably of tightening, ah, time that could have been spent initiating a more gradual tightening, squeezing out some of the excess which built up, you know, in these late stages of a cycle, you get the…”
Mark Carney May 1, 2023 ▶ 30:06 Mark Carney: First Republic Bank Fails; Will Interest Rates Rise? Global Warming's Net Zero | E1008 · 20VC with Harry Stebbings
Dec 16, 2024 negative
Prediction Held up
Hoffman: DOGE has zero chance of cutting $2T without defense cuts
“There is next to zero chance that the missions that they have declared will be successful because the only way to get two trillion out of the budget would be to massively reduce the deficit and reduce defense spending.”
Reid Hoffman Dec 16, 2024 ▶ 0:04 Reid Hoffman, LinkedIn & Paypal Founder: Trump Administration, Elon Musk and DOGE | E1239 · 20VC with Harry Stebbings
Aug 7, 2025 positive
Assertion Supported
O'Driscoll: Ramp is generating $700M to $800M in revenue
“Like, I've heard they're doing roughly seven, eight hundred million dollars.”
Rory O'Driscoll Aug 7, 2025 ▶ 1:16:29 Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
Aug 28, 2025 neutral
Assertion Partly supported
Rory O'Driscoll: a16z is the largest capital raiser at every stage
“In their kind of Silicon, pure Silicon Valley universe, they're the largest capital raiser at every stage, so by definition, they're doing the most deals and being the most aggressive.”
Rory O'Driscoll Aug 28, 2025 ▶ 59:46 Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
May 21, 2026 positive
Assertion Supported
O'Driscoll: Anthropic Management Stating November Target for IPO
“They're saying they're going public in November”
Rory O'Driscoll May 21, 2026 ▶ 5:44 Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
May 28, 2026 bullish
Assertion Supported
Stebbings: Anthropic Gross Margins Reached 70% With $559M Projected Q2 Profit
“Gross margin, gross margins expanded from 38% to 70%, and they're going to have a five hundred and fifty nine million operating profit in QT, QT projected.”
Harry Stebbings May 28, 2026 ▶ 16:55 OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
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