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Thrive Capital

also referred to as: thrive

includes Thrive Eternal, Thrive Holdings

54 statements across 29 episodes · 25 bullish · 10 bearish · 13 people on the record · first statement Sep 14, 2015 by Nicholas Chirls · said 214 times in 82 episodes since 2015 · across every show →

Mentions by year, the whole family

brought up most by Harry Stebbings (129), Rory O'Driscoll (19), Jason Lemkin (12), Vince Hankes (10), Max Altman (4), Jack Altman (4), Everett Randle (4), Miles Clements (3)

tap a year for its mentions
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2026 55 mentions in 20 episodes 3 per episode
2025 54 mentions in 22 episodes 2 per episode
2024 7 mentions in 7 episodes 1 per episode
2023 47 mentions in 5 episodes 9 per episode
2022 2 mentions in 2 episodes 1 per episode
2021 7 mentions in 6 episodes 1 per episode
2020 15 mentions in 7 episodes 2 per episode
2019 3 mentions in 3 episodes 1 per episode
2018 9 mentions in 5 episodes 2 per episode
2017 10 mentions in 2 episodes 5 per episode
2016 2 mentions in 1 episode
2015 3 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Thrive Capital, oldest first

Sep 14, 2015 negative
Opinion
Thrive, Lerer Hippeau, and First Round have abandoned true seed investing
“Many of the best VCs in New York have moved up the stack. And what that means is they've raised dramatically larger funds in the last two years. And so, Folks like Thrive Capital, and Lyra Ventures, and First Ground, and folks that you might consider as tradit…”
Nicholas Chirls Sep 14, 2015 ▶ 8:31 20 VC 071: Pre-Seed Investing, Why Now Is The Best Time with Nicholas Chirls @ Notation Capital
Nov 3, 2017 negative
Insight
Seed Investments From Multi-Stage VC Funds Carry Major Signaling Risk
“One thing we did do that has a trade-off is we took on some signaling risk by including large funds like Thrive, And Coastal and our seed round that can cause an issue down the line where if they don't end up supporting you, it makes it challenging for a new i…”
Jack Altman Nov 3, 2017 ▶ 20:40 20VC: What Is Core To The Best Investor - Founder Relationships, The Biggest Risk For Founders In The Early Days & Why EQ Is The Most Important Trait For Managers with Jack Altman, Founder & CEO @ Lattice
Nov 3, 2017 positive
Insight
Top VCs on a Cap Table Primarily Serve as Hiring Signals
“So, to start, I will say that I think it is very true that one of the most important things that great investors do for you is Is that they make other people want to join your company. And so for better or for worse, if you have miles from thrive or say benchm…”
Jack Altman Nov 3, 2017 ▶ 8:42 20VC: What Is Core To The Best Investor - Founder Relationships, The Biggest Risk For Founders In The Early Days & Why EQ Is The Most Important Trait For Managers with Jack Altman, Founder & CEO @ Lattice
May 11, 2018 positive
Assertion Supported
Hims has raised over $45M in venture capital funding
“That's raised over forty-five million dollars in VC funding from some of the very best in the business, including Thrive Capital, Forerunner Ventures, IVP, Redpoint, and SV Angel, just to name a few.”
Harry Stebbings May 11, 2018 ▶ 0:25 20VC: Hims' Andrew Dudum on The Scaling Playbook of The Fastest Growing Mens Wellness Brand, How To Be Truly Innovative In Today's World of Online Marketing & Raising at a $200m Valuation within Year 1
Jan 21, 2019 positive
Assertion Supported
Greenspring Associates Has Backed Accel, Founders Fund, and Thrive
“As for their fund investing, they've backed the likes of Excel, Founders Fund, Thrive, Lightspeed, Foundry Group, and many more incredible managers.”
Harry Stebbings Jan 21, 2019 ▶ 0:33 20VC: The Framework LPs Use To Assess Emerging Managers, What Concerns and Excites LPs in Potential Opportunities & The Current State of Seed Today with Hunter Somerville, Partner @ Greenspring Associates
Mar 4, 2021
Assertion Supported
Robinhood raised $5.6 billion total, including a $2.4 billion emergency round
“To date, Vlad has raised over 5.6 billion dollars with Robin Hood, including a 2.4 billion dollar raise just this month, and some of their investors include the likes of Ribbit, Sequoia, Green Oaks, Index, IVP, Thrive, GV, and more incredible names.”
Harry Stebbings Mar 4, 2021 ▶ 0:27 20VC: Robinhood Founder Vlad Tenev on His Biggest Lessons Managing Through A Crisis, The Events of The Congressional Committee, Raising $2.4Bn Fast and Why It Was Necessary & Why It Is Ludicrous To Suggest Robinhood Put The Business Ahead of it's Customer
Jun 2, 2021 neutral
Assertion Partly supported
Ramp has raised over $390 million in funding
“To date, Eric has raised over three hundred and ninety million dollars for the company from some of the best, including Thrive, Stripe, Founders Fund, Code Two, and Box Group, to name a few.”
Harry Stebbings Jun 2, 2021 ▶ 0:22 20VC: Ramp's Eric Glyman on Why You Should Never Take The Highest Price, Working With Venture Funds vs Crossover Funds and How To Determine What To Buy vs Build as a Founder Today?
Nov 15, 2021 bearish
Disclosure
Thrive Capital passed on DoorDash due to market depth and pricing concerns
“One of the ones that comes to mind is DoorDash. We had a chance to invest pretty early on in the business, even after it was kind of obvious that it was And we love the founder. We obviously thought it was an amazing experience. One of the things that held us …”
Kareem Zaki Nov 15, 2021 ▶ 17:04 20VC: Thrive Capital's Kareem Zaki on The One Rule That Drives Investment Decision-Making and Focus at Thrive, Why Every Large Institution Will Enter Venture Capital Over the Next Decade and How To Create a Firm Culture That Attracts The Best Young Talent
Nov 15, 2021 bullish
Assertion Supported
Thrive Capital grew AUM from $40M to over $10B
“If you actually think about Thrive, yes, we're a venture firm, and we've grown a lot from the forty million of fund at the time to managing more than ten billion of AUM, but we've really done it without any rules.”
Kareem Zaki Nov 15, 2021 ▶ 7:16 20VC: Thrive Capital's Kareem Zaki on The One Rule That Drives Investment Decision-Making and Focus at Thrive, Why Every Large Institution Will Enter Venture Capital Over the Next Decade and How To Create a Firm Culture That Attracts The Best Young Talent
Nov 15, 2021
Assertion Not checkable as stated
Zaki: Thrive Capital rarely meets startups for the first time during fundraising
“Because our lens is so narrow, we're rarely meeting a company for the first time when it's fundraising.”
Kareem Zaki Nov 15, 2021 ▶ 14:29 20VC: Thrive Capital's Kareem Zaki on The One Rule That Drives Investment Decision-Making and Focus at Thrive, Why Every Large Institution Will Enter Venture Capital Over the Next Decade and How To Create a Firm Culture That Attracts The Best Young Talent
Nov 15, 2021 positive
Disclosure
Thrive Capital's Only Rule: Back Category-Defining Companies With Multi-Decade Tailwinds
“Again, there's one rule at Thrive, and that's to be a part of category-defining companies with multi-decade tailwinds.”
Kareem Zaki Nov 15, 2021 ▶ 8:31 20VC: Thrive Capital's Kareem Zaki on The One Rule That Drives Investment Decision-Making and Focus at Thrive, Why Every Large Institution Will Enter Venture Capital Over the Next Decade and How To Create a Firm Culture That Attracts The Best Young Talent
Nov 15, 2021 neutral
Disclosure
Zaki: Thrive Capital built internal companies to generate deal flow
“We had to start our own companies to generate our own deal flow.”
Kareem Zaki Nov 15, 2021 ▶ 12:10 20VC: Thrive Capital's Kareem Zaki on The One Rule That Drives Investment Decision-Making and Focus at Thrive, Why Every Large Institution Will Enter Venture Capital Over the Next Decade and How To Create a Firm Culture That Attracts The Best Young Talent
Nov 15, 2021
Disclosure
Thrive Capital invests across pre-IPO, public equity, take-privates, and incubations
“We do pre-IPO rounds like Zoom or Zillow in the public markets, or spinning Vimeo out of I see you're taking Collector's Universe private, took that company private, and we actually build companies as well.”
Kareem Zaki Nov 15, 2021 ▶ 7:54 20VC: Thrive Capital's Kareem Zaki on The One Rule That Drives Investment Decision-Making and Focus at Thrive, Why Every Large Institution Will Enter Venture Capital Over the Next Decade and How To Create a Firm Culture That Attracts The Best Young Talent
Nov 15, 2021 positive
Assertion Supported
Thrive Capital Invested in Instagram Growth Round From $40M Fund
“The ambition of the team, which reached well beyond the forty million fund they had at the time would suggest. And even with that small fund, they were taking big swings, you know, be a big investor in a growth round in Instagram right before Facebook. Bought …”
Kareem Zaki Nov 15, 2021 ▶ 4:20 20VC: Thrive Capital's Kareem Zaki on The One Rule That Drives Investment Decision-Making and Focus at Thrive, Why Every Large Institution Will Enter Venture Capital Over the Next Decade and How To Create a Firm Culture That Attracts The Best Young Talent
May 3, 2023 bullish
Insight
Hankes: Waiting for Clear Proof in Tech Means Getting Priced Out
“The scalability properties of what they have built are so good that, you know, we'd rather bet on the compounding upside of that scalability Than sit on the sidelines because once it's clear, it'll get priced up very quickly.”
Vince Hankes May 3, 2023 ▶ 37:51 Vince Hankes: Why We Put $300M into OpenAI; Sam Altman's Pitch; Lessons from Josh Kushner | E1009 · 20VC with Harry Stebbings
May 3, 2023 bearish
Opinion
Hankes: VCs Should Withhold Capital Until AI Product Value Becomes Clear
“If you're really answering that question, you're struggling because you think in two weeks from now, there's a chance that the customer doesn't care or the product won't have any value. Well, that's hard to build a company around. And so in any of those enviro…”
Vince Hankes May 3, 2023 ▶ 32:50 Vince Hankes: Why We Put $300M into OpenAI; Sam Altman's Pitch; Lessons from Josh Kushner | E1009 · 20VC with Harry Stebbings
May 3, 2023 positive
Assertion Supported
Hankes: OpenAI Delayed GPT-4 Release by Five Months for Safety Testing
“On GPT four, we saw the demo in the fall. They didn't just release the product then they took, I think four or five months To test and learn about safety in the edges of the model and then ultimately released it to the world.”
Vince Hankes May 3, 2023 ▶ 34:26 Vince Hankes: Why We Put $300M into OpenAI; Sam Altman's Pitch; Lessons from Josh Kushner | E1009 · 20VC with Harry Stebbings
May 3, 2023 neutral
Disclosure
Hankes: Many Venture Capital Firms Passed on Investing in OpenAI
“Well, you know, I think there's a lot of people that said no. So at the end of the day, I, you know, there, as much as I like to think we want a really competitive deal, I do think It was not obvious to everybody, and even now I don't think it's still obvious …”
Vince Hankes May 3, 2023 ▶ 16:04 Vince Hankes: Why We Put $300M into OpenAI; Sam Altman's Pitch; Lessons from Josh Kushner | E1009 · 20VC with Harry Stebbings
May 3, 2023 positive
Insight
Hankes: Thrive Separates From Quantitative Rigor for High-Upside Bets
“We're able to kind of separate ourselves from the kind of quantitative rigor that, you know, we rely on for a lot of investments we do and hold the tension of what could go right.”
Vince Hankes May 3, 2023 ▶ 37:14 Vince Hankes: Why We Put $300M into OpenAI; Sam Altman's Pitch; Lessons from Josh Kushner | E1009 · 20VC with Harry Stebbings
May 3, 2023
Insight
Hankes: Investors Over-Extrapolate Good Times and Under-Extrapolate Bad Times
“In good times, people over extrapolate in bad times, people under extrapolate.”
Vince Hankes May 3, 2023 ▶ 9:38 Vince Hankes: Why We Put $300M into OpenAI; Sam Altman's Pitch; Lessons from Josh Kushner | E1009 · 20VC with Harry Stebbings
May 3, 2023
Insight
Hankes: Investors Over-Attribute Startup Success to Execution During Market Booms
“This is probably more, this is not for the rapid fire, but you know, one thing that's become clear as we've kind of come out of or gone into this more difficult environment to operate in is in the good times, we probably over attribute to teams and products, h…”
Vince Hankes May 3, 2023 ▶ 52:17 Vince Hankes: Why We Put $300M into OpenAI; Sam Altman's Pitch; Lessons from Josh Kushner | E1009 · 20VC with Harry Stebbings
May 3, 2023 negative
Opinion
Hankes: Many VC Firms Lack Structure for Massive, High-Risk Investments
“And frankly, I think there are a lot of firms that Could not have done this because their organizations are not set up to make these kinds of big decisions.”
Vince Hankes May 3, 2023 ▶ 40:40 Vince Hankes: Why We Put $300M into OpenAI; Sam Altman's Pitch; Lessons from Josh Kushner | E1009 · 20VC with Harry Stebbings
May 3, 2023
Insight
Hankes: Iconic Companies Always Get Priced Ahead and Look Cheap Later
“No iconic company, you know, at least that we've been a part of, was it clear and obvious in the early days of that technology, they always get priced well ahead. And they look cheap in hindsight because they defy the gravity of the model.”
Vince Hankes May 3, 2023 ▶ 39:01 Vince Hankes: Why We Put $300M into OpenAI; Sam Altman's Pitch; Lessons from Josh Kushner | E1009 · 20VC with Harry Stebbings
May 3, 2023 positive
Insight
Hankes: Asking Operator-Level Questions Fosters Deeper Founder Empathy
“The way we'd ask that same question is, if I'm a SDR on your sales team and I'm trying to qualify a prospect, you know, what am I looking for? At the end of the day, it's really the same question. You could even argue that the way we do it at Thrive is less ef…”
Vince Hankes May 3, 2023 ▶ 4:18 Vince Hankes: Why We Put $300M into OpenAI; Sam Altman's Pitch; Lessons from Josh Kushner | E1009 · 20VC with Harry Stebbings
May 3, 2023 negative
Opinion
Hankes: Early AI Startups Were Thin Wrappers Around Underlying Models
“Many of these companies and we spent a bunch of time with them and we kind of kept coming back to the fact that they were thin user experiences on top of this cool thing, which was this model”
Vince Hankes May 3, 2023 ▶ 14:40 Vince Hankes: Why We Put $300M into OpenAI; Sam Altman's Pitch; Lessons from Josh Kushner | E1009 · 20VC with Harry Stebbings
May 3, 2023 bullish
Prediction Not checkable as stated
Hankes: AI Moats Will Be Ecosystems, Not Model Outputs, Within Five Years
“I do think, again, the dimension by which people are going to think about this in five years from now, looking back, isn't going to be about The commoditization of the model and the raw output, it's going to be, oh, the ecosystem around the model has become mu…”
Vince Hankes May 3, 2023 ▶ 23:29 Vince Hankes: Why We Put $300M into OpenAI; Sam Altman's Pitch; Lessons from Josh Kushner | E1009 · 20VC with Harry Stebbings
May 9, 2023 neutral
Assertion Supported
Paik: Thrive Capital's first venture fund was only $10 million
“At Thrive Capital at the time, it was a ten million dollar fund.”
Chris Paik May 9, 2023 ▶ 4:06 Chris Paik: How I Raised $400M; Substack's Broken Business Model; Music on TikTok vs IG | E1011 · 20VC with Harry Stebbings
May 9, 2023 positive
Opinion
Paik: Thrive Capital backs young talent better than venture peers
“One of the things that Thrive does really, really, really well In my opinion, maybe even better than anyone else in the industry is it leans into people's potential regardless of their age, regardless of their credentials.”
Chris Paik May 9, 2023 ▶ 5:52 Chris Paik: How I Raised $400M; Substack's Broken Business Model; Music on TikTok vs IG | E1011 · 20VC with Harry Stebbings
Sep 18, 2023 positive
Opinion
Grimshaw: Josh Kushner combines hyperactive daily urgency with long-term patience
“The third one would be this again, The greatest gift of things you sort of carry with you as ways of being would be what I might call impatiently patient. Again, sort of a little, a duality that almost shouldn't exist which is why not now? Why not yesterday? L…”
Miles Grimshaw Sep 18, 2023 ▶ 12:23 Miles Grimshaw: The 5 Pillars of Venture Capital & Why Co-Pilot is an Incumbent Strategy | E1061 · 20VC with Harry Stebbings
Dec 18, 2023 neutral
Assertion Supported
Lacaillade: Founders Fund, a16z, Greenoaks, and Thrive proactively marked down valuations
“In my core relationships Founders Fund's the most extreme, because Peter Thiel's very contrarian and he wants to reset the mindset of his team. Which I think is great. But Andreessen Horowitz, Green Oaks Thrive, they've all proactively marked down their compan…”
Peter Lacaillade Dec 18, 2023 ▶ 24:08 Peter Lacaillade: Why Now is the Best Time to Invest in Emerging Managers | E1096 · 20VC with Harry Stebbings
May 24, 2024 neutral
Insight
Grimshaw: Building AI copilots is an incumbent strategy, not a startup opportunity
“I think Copilot is an incumbent's strategy. Incumbents own distribution, they own data, they own the UX, and they own a business model that all aligns to a Copilot.”
Miles Grimshaw May 24, 2024 ▶ 15:58 Sam Altman, Arthur Mensch and more discuss:Which Startups Are Threatened vs Enabled by OpenAI?|E1156 · 20VC with Harry Stebbings
May 5, 2025 positive
Assertion Partly supported
Stebbings: OpenAI revenue reached nearly half its $30B valuation round
“When you look at their revenues today, it's we questioned it and I questioned it and he pushed back quite rightly, but their revenues are about half of that valuation today, just showing the scale and trajectory of the revenue that they've had.”
Harry Stebbings May 5, 2025 ▶ 6:26 Bucky Moore @ Lightspeed Venture Partners: Why You Cannot Do VC If You Do Not Do Pre-Seed · 20VC with Harry Stebbings
May 8, 2025
Assertion Supported
O'Driscoll: Thrive Capital doubled its Instagram investment in just days
“Thrive invested in Instagram, and like, literally four or five days later, it sold for a two X, right?”
Rory O'Driscoll May 8, 2025 ▶ 6:36 Benchmark vs a16z: Why Stage Specific Firms Win · 20VC with Harry Stebbings
Jul 31, 2025 positive
Assertion Supported
Stebbings: Thrive and Greenoaks made $500M+ buying distressed Carvana stock
“They made half a billion dollars plus from Carvana in the public markets buying when it was in the dumps and then writing that up.”
Harry Stebbings Jul 31, 2025 ▶ 26:34 Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
Jul 31, 2025 positive
Assertion Partly supported
Stebbings: Recent top breakout VC firms are all single-person led
“When you look at, Bundly, the best performing managers, or the breakout managers the last few years, I think you put probably Thrive, Green Oaks, Founders Fund, and Eli Gill definitely up there. And all four of them are one person led.”
Harry Stebbings Jul 31, 2025 ▶ 18:06 Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
Sep 12, 2025 positive
Assertion Partly supported
Stebbings: Gong has surpassed $400M ARR and a $7B valuation
“The company has raised over six hundred million dollars from some of the best, including Sequoia, Thrive, Salesforce, and more, and Gong has surpassed Four hundred million in ARR, and serves thousands of customers, including multiple Fortune hundreds, and is v…”
Harry Stebbings Sep 12, 2025 ▶ 0:17 20VC: Why AI SDRs are BS and Do Not Work | How to Use AI in Your Sales Team and Process to Win Today | What Skills Do All New Reps Need to Have in an AI First World with Amit Bendov, CEO @ Gong
Oct 2, 2025 negative
Opinion
O'Driscoll: PE firms pivoting to minority late-stage tech deals is stupid
“Going from what they do to making non-controlled late stage investments Just because, you know, pick a name, Thrive do that well would be, in my view, stupid because Thrive are really good at that, and they're not.”
Rory O'Driscoll Oct 2, 2025 ▶ 1:10:38 Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy · 20VC with Harry Stebbings
Oct 23, 2025 bullish
Prediction Not checkable as stated
Stebbings: Top mega-fund partners will make over $1B in distributions
“Well, I think if you are one of the top one to three carry participants in one of the large mega platforms, be it Andreessen, be it Thrive, be it GC, I would argue that you will have more than that in distributions in the next few decades.”
Harry Stebbings Oct 23, 2025 ▶ 4:47 Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
Nov 13, 2025 neutral
Prediction Not checkable as stated
Stebbings: VC Winners Will Be Mega-Platforms or Specialized Boutiques
“To me, I think it's like a specialization in leadership that's kind of correlated to actually the winners and losers in venture in the next 10 years, and I think the winners are Walmart, which is your mega platforms, it's your Thrive, it's your Lightspeed, it'…”
Harry Stebbings Nov 13, 2025 ▶ 4:59 Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
Dec 4, 2025
Insight
Lemkin: VCs Should Focus Almost Exclusively on Top Winners
“There's like only a couple of deals that matter to VCs. So when you, you'll see a VC stay on a board for 20 years and you'll see them always hanging out with this one CEO and Thrive has a lot of winners, right? But this is a big winner, right? And so anything …”
Jason Lemkin Dec 4, 2025 ▶ 2:07 Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
Dec 4, 2025 negative
Opinion
O'Driscoll: OpenAI Gains Little Tangible Benefit From Thrive Capital Deal
“The advantage to OpenAI is much less clear. I'm not sure they're putting in money. In one of the press releases, they said they're going to get a lot of specific data from some of these verticals that Thrive is pushing into, but my guess is I know who was ecst…”
Rory O'Driscoll Dec 4, 2025 ▶ 3:48 Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
Dec 4, 2025
Insight
O'Driscoll: A VC's Best Marketing Is Staying Close to Top Winners
“First of all, I think it's a great deal for Thrive because Jason's right. The whole trick in venture is we try and pretend we matter, but in our hearts, we know our best companies matter and the best marketing you can do is get as close as possible to your big…”
Rory O'Driscoll Dec 4, 2025 ▶ 3:00 Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
Jan 15, 2026
Assertion Contradicted
O'Driscoll: First venture rounds for OpenAI and Anthropic were $23B and $4B
“The first venture round at OpenAI was twenty-three billion pre with Thrive, and the first venture round at Entropic was four billion pre with Spark and Menlo, you know, right?”
Rory O'Driscoll Jan 15, 2026 ▶ 56:40 Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
Jan 29, 2026 positive
Assertion Supported
Stebbings: Open Evidence raised at $12B valuation led by Thrive and DST
“Open Evidence raises at twelve billion dollars, labbed by Thriving DST. It's a 12 x valuation step up to where they raised at a billion dollars from Sikora at the start of the year.”
Harry Stebbings Jan 29, 2026 ▶ 39:08 Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
Jan 29, 2026 bullish
Prediction Open · timeframe Dec 2027
Lemkin: Open Evidence will raise at $30B-$40B valuation next year
“Open Evidence will probably do a round at 30 or 40 next year. I'm actually going to suggest that Thrive is very smart. And they've probably done the math and this is the right insertion point for them. And they believe in it. And someone else is going to do it…”
Jason Lemkin Jan 29, 2026 ▶ 43:44 Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
Feb 19, 2026 positive
Opinion
O'Driscoll: Thrive executed exceptional stock-picking with Stripe, Databricks, OpenAI
“I mean, I think, we said it in one of the shows earlier on, Thrive has done an amazing stock picking job of backing Stripe, of backing Databricks, of backing OpenAI, and of backing them at scale.”
Rory O'Driscoll Feb 19, 2026 ▶ 1:11:02 Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
Feb 19, 2026 neutral
Assertion Supported
O'Driscoll: Thrive Capital specifically declined Anthropic investment due to OpenAI stake
“They actually specifically, unlike some of the other funds that have invested in both, they've Specifically our fund that said, no, we backed open AI. We're not going to back on tropics.”
Rory O'Driscoll Feb 19, 2026 ▶ 1:12:33 Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
Feb 23, 2026 positive
Opinion
Stebbings: Josh Kushner Proved Multi-Stage Venture Capital Investing Works
“I think Josh, who's a dear friend at Thrive, has proved that actually that's not the case, but other people still very much hold that true.”
Harry Stebbings Feb 23, 2026 ▶ 39:08 Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
Mar 7, 2026 negative
Opinion
Mitchell Green: Multi-billion VC funds are insane and require hitting next Google
“I think it's insane. I think these funds are way too, and they, just do the math, the fund math on like how, they're clearly, you have to have the next open, you have to have the next Google, effectively, or the math doesn't work, I don't think.”
Mitchell Green Mar 7, 2026 ▶ 56:16 Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
Apr 18, 2026 bullish
Prediction Open · timeframe Apr 2031
Jake Paul: Anti Fund Aims to Manage $10B to $20B Eventually
“Yeah, I think if the 30 mil fund was, like, the end goal, it would be like, no, but, like, we want to run 10, twenty billion dollars at some point, and look up to people like, you know, Josh Kushner at Thrive, who started with, you know, I think it was four, f…”
Jake Paul Apr 18, 2026 ▶ 9:34 Jake Paul: Traditional VC is Toast & Attention is More Valuable than Cash · 20VC with Harry Stebbings
Apr 23, 2026 positive
Assertion Not checkable as stated
O'Driscoll: Thrive Capital turned $2 billion into $6 billion
“Thrive has proven they can take two billion and turn it into six billion”
Rory O'Driscoll Apr 23, 2026 ▶ 32:50 Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
Jul 6, 2026 positive
Assertion Not checkable as stated
Stebbings: Thrive Capital's growth fund outperforms 90% of seed funds
“Their numbers are better than 90% of seed fund numbers on their growth growth vehicle.”
Harry Stebbings Jul 6, 2026 ▶ 46:52 Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
Aug 7, 2026 neutral
Assertion Not checkable as stated
Frankel: The jury is out on post-2020 venture fund DPI performance
“A little less since twenty-twenty. Like, if you look at the DPI analysis, like, the jury's out from twenty-twenty onwards.”
David Frankel Aug 7, 2026 ▶ 27:46 The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
Aug 7, 2026 bearish
Assertion Supported
Frankel: Post-2020 mega funds boast high TVPI but lag on DPI
“Subsequent to twenty-twenty, like the TVPI is there, and some, in some cases, they're on steroids. The DPI is less there, if you look at the actual stats.”
David Frankel Aug 7, 2026 ▶ 38:28 The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
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