Twitter

includes Twitter Spaces, Twitter Blue, Twitter Cortex, Twitter Space

189 statements across 127 episodes · 61 bullish · 53 bearish · 111 people on the record · first statement Mar 19, 2015 by Sharon Wienbar · said 814 times in 404 episodes since 2015 · across every show →

Mentions by year, the whole family

brought up most by Harry Stebbings (463), Elad Gil (15), Jason Lemkin (14), Rishi Garg (9), Ali Rowghani (8), Gary Vaynerchuk (7), Scott Belsky (6), Mike Maples (6)

tap a year for its mentions
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02550201520162017201820192020202120222023202420252026episodes it came up in
001.525350201520162017201820192020202120222023202420252026episodesmentions per episode
2026 17 mentions in 12 episodes 1 per episode
2025 29 mentions in 16 episodes 2 per episode
2024 33 mentions in 21 episodes 2 per episode
2023 84 mentions in 36 episodes 2 per episode
2022 113 mentions in 50 episodes 2 per episode
2021 43 mentions in 25 episodes 2 per episode
2020 103 mentions in 49 episodes 2 per episode
2019 75 mentions in 44 episodes 2 per episode
2018 78 mentions in 43 episodes 2 per episode
2017 81 mentions in 42 episodes 2 per episode
2016 101 mentions in 39 episodes 3 per episode
2015 57 mentions in 27 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Twitter, oldest first

Mar 19, 2015
Insight
Wienbar: Founders Should Use Customized LinkedIn Messages for Cold VC Outreach
“I think the more thoughtful place to do a sort of a cold outreach is on LinkedIn. But please don't link it, you know, ask to link to me just with the canned, you know, I'd like to connect with you, but I think a lot of deal flow both on Twitter and LinkedIn wh…”
Sharon Wienbar Mar 19, 2015 ▶ 32:23 20 VC 021: Gender Equality, Startup Valuations and 'Friend Raising before Fund Raising with Sharon Wienbar
Apr 9, 2015
Disclosure
Transmedia Capital gained Snapchat, Twitter, and LinkedIn stakes via startup acquisitions
“Well, those Snapchat, LinkedIn, and Twitter were all through acquisitions. Scan was a company that was acquired by Snapchat. Snappy TV was acquired by Twitter, and Nozzle was acquired by LinkedIn. So that's how we have positions those companies.”
Chris Redlitz Apr 9, 2015 ▶ 3:37 20 VC 026: Chris Redlitz on The Importance of People, Pivoting and The Last Mile
Apr 20, 2015 bullish
Opinion
Lipman: Periscope holds a significant growth advantage over Meerkat
“I think Periscope, they have a advantage in regards to growth with, you know, being able to piggyback off of Twitter and using, having such a strong relationship with them, and now actually being acquired by them, but I think that they both can win, but at thi…”
Brandon Lipman Apr 20, 2015 ▶ 16:22 20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman
May 11, 2015 positive
Insight
Use Twitter as an Initial Handshake for Influencer Networking
“But I'm using Twitter as like the handshake moment, and then I can actually follow up with content and requests for sharing that content or feedback or speaking at an event we throw, et cetera. So it's really good for influencer building.”
Jay Acunzo May 11, 2015 ▶ 15:05 20 VC 035: The Ultimate Marketing Guide for Startups with Jay Acunzo, VP of Platform @ NextView Ventures
May 11, 2015 positive
Insight
Companies Should Run Their Twitter Accounts Like a Media Outlet
“You should share other people's content and mention them by name, you should share interesting things like quotes and yes, content that you found that aren't yours, and you should share your own stuff. So treat that like a little microcosm of a media outlet an…”
Jay Acunzo May 11, 2015 ▶ 16:40 20 VC 035: The Ultimate Marketing Guide for Startups with Jay Acunzo, VP of Platform @ NextView Ventures
Jun 1, 2015 bullish
Insight
Calacanis: Serial Founders Peak on Their Third or Fourth Startup
“People on their third, fourth swing at bat can do really well, whether it's Evan Williams with Twitter. He did he did Odeo and then blogger before that, but Twitter obviously was his third time up at bat. So I love founders when they're at the third time at ba…”
Jason Calacanis Jun 1, 2015 ▶ 5:13 Jason Calacanis: The World's Greatest Angel Investor
Jun 1, 2015 negative
Disclosure
Jason Calacanis passed on early angel investments in Twitter and Zynga
“I had passed on investing in Twitter and I passed on investing in Zingo, which are two of my very good friends.”
Jason Calacanis Jun 1, 2015 ▶ 5:25 Jason Calacanis: The World's Greatest Angel Investor
Jul 8, 2015 positive
Disclosure
Ari Helgason prefers Twitter outreach over cold emails from founders
“Via Twitter. I'm quite active on there, and it's usually a better way to catch my attention than sending an email.”
Ari Helgason Jul 8, 2015 ▶ 12:54 20 VC 052: How To Make The Leap From Seed To Series A with Ari Helgason @ Dawn Capital
Jul 13, 2015 positive
Opinion
Twitter Provides Smarter Sports Analysis Than Mainstream ESPN Commentary
“There's a lot of great content on Twitter, and about Pro football and sports in general, and as someone who's very into Twitter, it's easy for me to curate you know, a timeline or lists of people who have smart things to say about football beyond the kind of b…”
Jonathan Libov Jul 13, 2015 ▶ 13:22 20 VC 053: Inside Union Square Ventures with Jonathan Libov @ Union Square Ventures
Oct 12, 2015 positive
Assertion Not checkable as stated
Betaworks used Twitter network analysis to identify Product Hunt's Ryan Hoover
“I remember when we first started talking to Ryan from product time, one of the things that we had done was this network analysis with our data. I had sat down with our data scientists and started mapping out the networks of this on Twitter. Because it's so pub…”
Matt Hartman Oct 12, 2015 ▶ 11:06 20 VC 078: BETAWORKS WEEK: Matt Hartman, Director of Seed Investments @ Betaworks
Oct 12, 2015 neutral
Insight
Hartman: Network architecture drives Twitter to news and Facebook to friends
“The difference between Facebook and Twitter is a bi-directional arrow, basically. So if the follow versus friend model actually creates these totally different ecosystems, it's kind of like DNA replicating, and it turns into a different type of organism. Well,…”
Matt Hartman Oct 12, 2015 ▶ 8:06 20 VC 078: BETAWORKS WEEK: Matt Hartman, Director of Seed Investments @ Betaworks
Oct 12, 2015
Assertion Supported
Betaworks invested in Airbnb, Twitter, and internally built Bitly and Chartbeat
“Matt is Director of Seed Investments at Betaworks, who have invested in the likes of Tumblr, Airbnb, Groupon, and Twitter, and have internally built startups such as Chartbeat, Bitly, and Socialflow.”
Harry Stebbings Oct 12, 2015 ▶ 0:19 20 VC 078: BETAWORKS WEEK: Matt Hartman, Director of Seed Investments @ Betaworks
Nov 23, 2015 neutral
Assertion Not checkable as stated
Twitter and Square have no operational or business conflicts
“The good news is the companies are not conflicting in any way, so there's no chance of him having some kind of awkward situation where he feels he's on the fence because he sort of has two different companies to deliver value to.”
Suranga Chandratilake Nov 23, 2015 ▶ 7:46 20 VC 090: Balderton Capital's General Partner, Suranga Chandratillake on What It Takes To Be A Great CEO
Dec 7, 2015
Disclosure
Maqubela limits VC dinners, conferences, and travel to prioritize home life
“And so the intimate dinners with other VCs, and the events, and the summit series, and the conferences, and the stuff that requires either being on a plane, or being outside of my home, I tend to Personally, just limit, or if not limit, be really, really, real…”
Kanyi Maqubela Dec 7, 2015 ▶ 18:43 20 VC 094: Kanyi Maqubela @ Collaborative Fund on Rocketships, Feedback Loops and Turning Lemons Into Lemonade!
Dec 11, 2015
Insight
Hoover: Tagging authors and adding takes when sharing links builds authentic connections
“One small, small difference that most people don't do is they usually share articles, but they rarely tag the author. And so just one small thing, I would share like maybe 10 articles a day, and I would always tag the author just to give them a hat tip and be …”
Ryan Hoover Dec 11, 2015 ▶ 18:40 20 VC FF 026: Ryan Hoover, Founder @ ProductHunt on Relationship Building, Habit Forming and The Vision for ProductHunt
Dec 11, 2015 negative
Opinion
Hoover doubts a single person can run Twitter and Square simultaneously
“I don't know how he can do it. I don't know. I just don't know how anyone can run two companies, especially two massive prominent companies as a single person.”
Ryan Hoover Dec 11, 2015 ▶ 20:27 20 VC FF 026: Ryan Hoover, Founder @ ProductHunt on Relationship Building, Habit Forming and The Vision for ProductHunt
Dec 11, 2015 positive
Opinion
Hoover: Twitter is critical for Product Hunt and one of his most important products
“It's probably one of the most important products in my life. Actually without Twitter, I don't even know where I'd be, which is kind of a weird statement to make, but it's such a serendipity machine and has allowed me to meet a lot of people, and of course it'…”
Ryan Hoover Dec 11, 2015 ▶ 18:05 20 VC FF 026: Ryan Hoover, Founder @ ProductHunt on Relationship Building, Habit Forming and The Vision for ProductHunt
Dec 30, 2015 negative
Opinion
Teli: Firm Twitter accounts are ineffective compared to personal VC branding
“A lot of them, so what I see a lot of is like VCs where the firm has a Twitter account, and I don't think that's very effective. Because I think for entrepreneurs, right, your relationship is with the investor, the specific person that you're going to be worki…”
Sitar Teli Dec 30, 2015 ▶ 24:03 20 VC: How To Say No Fast and Efficiently and Why UX Must Always Be At The Core Of What You Do with Sitar Teli, Managing Partner @ Connect Ventures
Jan 11, 2016 neutral
Prediction Not checkable as stated
West Coast tech hubs in NYC risk stifling local giants
“All the big companies from the West Coast have set up product offices here over the past five years, and I think that that might on one hand prevent the emergence of a standalone New York A monster, but it also brings more talent here, and so you've seen what …”
David Tisch Jan 11, 2016 ▶ 6:53 20 VC: David Tisch @ Box Group on The Future of Consumer Mobile, Developing Pattern Recognition and FOMO
Jan 13, 2016 positive
Prediction Didn’t hold up
Shillo: AI messaging will enable direct transactions in Twitter and Messenger
“This technology will, through artificial intelligence, will allow those companies to be able to communicate on those platforms using, ah, transactional cards, which will be really exciting. So you could actually transact right there in Twitter and Facebook Mes…”
Kate Shillo Jan 13, 2016 ▶ 28:22 20 VC: Investing in Hardware and The Future of IOT with Kate Shillo, Director @ Galvanize Ventures
Jan 22, 2016 positive
Prediction Not checkable as stated
Crowdfunding will achieve mass market adoption through simpler second-generation tools
“And our hypothesis is, is that crowdfunding will have a very similar narrative arc to blogging to where, you know, 1213 years ago, blogging was this thing that had a lot of hand waving, had a lot of it was on the tips of you know, journalist tongues of the, yo…”
James Beshara Jan 22, 2016 ▶ 6:09 20 VC FF 031: James Beshara @ Tilt on Crowdfunding For A Mobile World, Finding The Perfect Co-Founder & Beer Pong!
Jan 22, 2016 neutral
Insight
Going public resets a startup's progress to zero for the founders
“Any company that goes public, it's, it, for the founders, the entrepreneurs, the leaders in that company, for the entire company, it's kind of like it all starts over again. It resets to zero. Now you've got to prove the world that prove the world wrong all ov…”
James Beshara Jan 22, 2016 ▶ 17:31 20 VC FF 031: James Beshara @ Tilt on Crowdfunding For A Mobile World, Finding The Perfect Co-Founder & Beer Pong!
Jan 29, 2016 positive
Disclosure
Seibert: Twitter made Crashlytics free and expanded the team to launch Fabric
“And so they were willing to make Crashlytics free. They were willing to help us grow our team significantly so that we could build adjacent products, which we ultimately did and became a suite known as fabric.”
Jeff Seibert Jan 29, 2016 ▶ 14:57 20 VC FF 032: Jeff Seibert on Lessons From Being Acquired By Twitter & Box and Now Leading Twitter's Consumer Product
Jan 29, 2016 positive
Assertion Not checkable as stated
Seibert: Crashlytics team tripled at Twitter with only one employee resignation
“Our team had not only has tripled, but only one person has left in that time.”
Jeff Seibert Jan 29, 2016 ▶ 24:32 20 VC FF 032: Jeff Seibert on Lessons From Being Acquired By Twitter & Box and Now Leading Twitter's Consumer Product
Jan 29, 2016 neutral
Assertion Contradicted
Seibert: Twitter acquires an average of one to two companies a month
“Twitter on average acquires one to two companies a month. They have for years.”
Jeff Seibert Jan 29, 2016 ▶ 15:53 20 VC FF 032: Jeff Seibert on Lessons From Being Acquired By Twitter & Box and Now Leading Twitter's Consumer Product
Jan 29, 2016
Assertion Partly supported
Harry Stebbings: Twitter acquired Crashlytics for $259M
“Which I believe is used on over a billion devices today, and they were ultimately acquired for two hundred and fifty nine million dollars by Twitter.”
Harry Stebbings Jan 29, 2016 ▶ 0:29 20 VC FF 032: Jeff Seibert on Lessons From Being Acquired By Twitter & Box and Now Leading Twitter's Consumer Product
Jan 29, 2016
What-if
Seibert: Acquired founders should negotiate 6-to-9-month reporting commitments
“What I would have done in retrospect is sought some commitment to continue to report to that person for X period of time. I don't think it's fair or actually good to say, Hey, I want to indefinitely report to this person. You want to move around as the company…”
Jeff Seibert Jan 29, 2016 ▶ 21:25 20 VC FF 032: Jeff Seibert on Lessons From Being Acquired By Twitter & Box and Now Leading Twitter's Consumer Product
Mar 2, 2016 bearish
Opinion
Facebook and Twitter monopolies make scaling new mobile consumer apps nearly impossible
“But the truth is it's going to be really hard to scale another consumer app in the mobile shop. I mean, it's just mature. It's a mature market. And the big players that have a monopoly like Facebook and Twitter are not opening their platforms anymore.”
Jim Scheinman Mar 2, 2016 ▶ 13:56 20VC: Building a Game Changing Consumer Startup and Hunting His 4th Unicorn with Jim Scheinman @ Maven Ventures
Apr 4, 2016
Disclosure
Elman reveals he was kicked out of Twitter during product restructuring
“And then, you know, I honestly got kicked out of Twitter. You know, I in some of the turmoil of Twitter, they were restructuring the product team and asked me not to go to work the next day.”
Josh Elman Apr 4, 2016 ▶ 4:07 20VC: Greylock's Josh Elman on Why We Are Not In A Consumer Downturn, The Next Wave Of Social and What Twitter Should Do Next
Apr 4, 2016 positive
Opinion
Elman: Twitter Should Let Users Follow Broad Topics Instead of Accounts
“Most people cannot figure out how to get their Twitter tuned. I call it tuning your Twitter feed in the same way that I have. And so I really think what they can do to make Twitter much, much easier is help people tune it much more broadly.”
Josh Elman Apr 4, 2016 ▶ 6:47 20VC: Greylock's Josh Elman on Why We Are Not In A Consumer Downturn, The Next Wave Of Social and What Twitter Should Do Next
May 27, 2016 negative
Opinion
Digital Publications Waste Great Reporters on Trending Twitter Stories
“So many other publications are having their great reporters spend their time on less than great stories. Again, on these stories that are real-time, regurgitation, written because, you know, they're trending on Twitter, and God forbid a publication doesn't hav…”
Jessica Lessin May 27, 2016 ▶ 11:57 20VC: The Information's Jessica Lessin on The Future For Online Journalism & The Benefits Of A Subscription Based Business Model
Jun 6, 2016 bullish
Opinion
No other platform matches Twitter's viral retweet distribution model
“This is a very unique distribution platform where things like retweets and things like that can take a piece of content or information and spread it in a way that no other platform, you know, could do or at the time, certainly, and even today, I don't think ot…”
Bijan Sabet Jun 6, 2016 ▶ 9:46 20VC: Spark's Bijan Sabet on Investing in Twitter, Tumblr and Foursquare & Why First Time Founders Are So Exciting
Jun 6, 2016
Assertion Supported
Twitter had under 250,000 daily active users when Spark Capital invested
“There was less than 250,000 daily active users.”
Bijan Sabet Jun 6, 2016 ▶ 7:57 20VC: Spark's Bijan Sabet on Investing in Twitter, Tumblr and Foursquare & Why First Time Founders Are So Exciting
Jun 8, 2016 positive
Disclosure
Hyatt: Spark's Biggest Wins Like Twitter Were Impossible to Model Initially
“If you look at all of our big wins from Oculus to Twitter to Tumblr to Cruise, like all of these companies were, at the day that we invested, were very hard to actually model the exact market size of that company,”
Nabeel Hyatt Jun 8, 2016 ▶ 13:21 20VC: Spark's Nabeel Hyatt on Investing in Oculus and Cruise & What It Takes To Invest Ahead Of The Curve
Jul 13, 2016 positive
Assertion Partly supported
USV's 2004 Fund Had Four Investments Each Return the Full Fund
“We made investments in Zynga, Twitter, Indeed, and Etsy within about a six month period. In our 2004 fund, each of those returned the fund.”
Brad Burnham Jul 13, 2016 ▶ 17:46 20VC: USV's Brad Burnham on Co-Founding USV with Fred Wilson, What They Look For In Potential Partners & Whether We Are Entering a Period of Consolidation or Expansion
Sep 9, 2016 positive
Assertion Partly supported
Giphy powers the native GIF buttons inside Twitter, Facebook, and Slack
“We actually power that button. We power the gift button inside of Twitter. We power the gift button in Facebook. We power gifts in Slack.”
Adam Leibsohn Sep 9, 2016 ▶ 21:27 20VC: Giphy's Adam Leibsohn on From Being Homeless To Founding a Multi Hundred Million Dollar Startup & The Challenges of Creating One of The World's Largest Search Engine
Sep 14, 2016
Insight
Startup org structures break at 30, 75, 150, and 500 employees
“What worked at 30 broke again at, you know, 75, which broke again at 150, which broke again at like 500. So, you're in this kind of constant reorganization of teams and reorganization of principles and alignment and kind of priorities.”
Ryan Sarver Sep 14, 2016 ▶ 7:32 20VC: Do VC's Really Hustle Enough? The Takeaways From Watching Twitter Scale From 30 to 2,500 & Why Chris Sacca Is Like Yoda with Ryan Sarver, Partner @ Redpoint
Oct 28, 2016 positive
Opinion
Mark Suster Is the Best VC at Social Media Branding
“You know who I always love is Mark Schuster. He's like, so when we first, first started getting going in, in Twitter, 2008, nine, he was crushing it then. He's now crushing it on Snapchat and doing really interesting stuff.”
Ryan Holmes Oct 28, 2016 ▶ 20:04 20VC: Hootsuite's Ryan Holmes on Optimising Productivity in Meetings, Creating An Ownership Culture & Lessons From Running A Pizzeria!
Jan 18, 2017
Assertion Supported
Twitter completed about 14 acquisitions in 14 months under Rishi Garg
“After that, we did a bunch of different projects, about 14 or so acquisitions in about 14 months.”
Rishi Garg Jan 18, 2017 ▶ 8:37 20VC: How To Test The Strength Of Co-Founder Relations, The Dangers Of Raising A Large Series A & Why The Biggest Challenge For Consumer Companies Is Finding The Second Big Hit with Rishi Garg, Partner @ Mayfield Fund
Mar 24, 2017 bullish
Insight
Network-connected software is the next major evolution in B2B enterprise
“The thing we saw very early on was in the consumer world, we were all moving to networks. This idea that cloud was going to be about the same applications as we had on our desktop, but delivered through the browser was breaking down and we saw a whole new gene…”
Christian Lanng Mar 24, 2017 ▶ 3:12 20VC: How To Raise $200m In Any Economic Climate, Scale From Garage To Global In Record Time & The Biggest Startup You Have Not Heard About with Christian Lanng, Founder & CEO @ Tradeshift
May 26, 2017 neutral
Insight
Sean Rad says top tech companies begin as passion projects, not missions
“Evan Spiegel in, in starting Snapchat or Uber and Twitter and all these companies that tend to have an impact on society. Or Facebook, they start out as little passion projects. They don't start out as missions to kind of change the world.”
Sean Rad May 26, 2017 ▶ 8:03 20VC: Tinder's Sean Rad on Why Humility Is The Key Trait For Founders To Have, Why Today's Incumbents Are Stronger Than Any Before Them & How Leaders Need To Scale With The Scaling Of Their Company
Aug 4, 2017 neutral
Opinion
Armstrong: Scaling YouTube or Twitter was harder than scaling Bitcoin or Ethereum
“I don't think, like, Bitcoin or Ethereum is on the order of magnitude of that heart of a problem. Like, I think scaling YouTube was probably way harder, or scaling Twitter or something like that was probably way harder than the kind of things we need to do to …”
Brian Armstrong Aug 4, 2017 ▶ 19:28 20VC: Coinbase's Brian Armstrong on The Rise & Short Term Correction in ICOs, The Regulatory Framework Required For Blockchain To Succeed & How The Rise of Blockchain Disrupts The VC Industry
Aug 14, 2017 bullish
Assertion Partly supported
Uber, Airbnb, and Twitter Could Be Profitable by Cutting Spend 10%
“Today, Uber or Airbnb want to be profitable, or Twitter wants to be massively profitable. If they were to cut their spending 10, 20%, all of a sudden those companies look massively profitable. The only reason they're losing money is because they've chosen to c…”
Jason Calacanis Aug 14, 2017 ▶ 11:47 20VC: Jason Calacanis on The 4 Questions Investors Must Ask Founders, Whether YC Have Scaled Their Process Successfully & Why Early Founder Liquidity Is Good Not Bad
Aug 23, 2017 positive
Opinion
Goldberg: VCs should accept business plans sent via Twitter DMs
“And if people DM you or try to DM you or at you on Twitter and want to send you a business plan, say yes. You know, it's not that hard.”
Alison Goldberg Aug 23, 2017 ▶ 6:23 20VC: What Are The Big Questions Entrepreneurs & VCs Must Ask Corporate VCs, Why Corporate VCs Are Not Your Best Lead For Series A & Why The "You Have To Network Your Way To Us' Is Wrong with Allison Goldberg, Managing Director @ Time Warner Investments
Oct 30, 2017 positive
Assertion Supported
Rowghani: Twitter went from zero mobile engineers to 80% mobile usage
“And we went from no mobile products and no mobile engineers to 80% of our usage was on mobile.”
Ali Rowghani Oct 30, 2017 ▶ 4:01 20VC: YC's Ali Rowghani on Leadership Lessons From Steve Jobs, Ed Catmull and Jack Dorsey & The 3 Traits All Truly Successful Leaders Share
Oct 30, 2017 positive
Assertion Partly supported
Rowghani: Twitter grew from zero to $2B revenue during his tenure
“And when I left about five years later, we went from no revenue to two billion dollars in revenue.”
Ali Rowghani Oct 30, 2017 ▶ 3:40 20VC: YC's Ali Rowghani on Leadership Lessons From Steve Jobs, Ed Catmull and Jack Dorsey & The 3 Traits All Truly Successful Leaders Share
Nov 1, 2017 negative
Opinion
Buchheit: Twitter's incentive structure rewards attacking others and makes users worse people
“The incentive structures are a Twitter. You can score a lot of points by attacking someone, calling someone out, you know, starting a war essentially, but if you put something kind of insightful or kind up, you're not going to get a lot of points, and so if yo…”
Paul Buchheit Nov 1, 2017 ▶ 25:29 20VC: Y Combinator's Paul Buchheit on Creating Gmail Version 1.0 & Leadership Lessons from Working With Zuckerberg and Larry Paige
Dec 4, 2017
What-if
Openwave could have built Skype or Twitter by diversifying beyond telecom carriers
“If we had taken the time to think carefully about who our customer base should be, you know, we could have built technologies like Skype, like Twitter as opposed to just continuing to build technology, selling to Orange or Singular or Nextel or AT&T, the custo…”
Rich Wong Dec 4, 2017 ▶ 17:38 20VC: Accel GP, Rich Wong on When Is The Right Time To Scale A Startup, Optimising Initial vs Follow-On Investment Decision-Making & The Globalisation of VC In Recent Years
Dec 11, 2017
Insight
Carlson-Wee: Companies launching tokens must stop extracting direct network revenue
“The second thing is that if you are launching a token and you're a private company, you should be ready to stop extracting any revenue from your network. So however you were extracting revenue from the network, whether this was advertising or paid subscription…”
Olaf Carlson Wee Dec 11, 2017 ▶ 15:51 20VC: Inside The World's Leading Crypto Fund, The Future Exit Environment for Crypto Assets & The Beauty Of Benevolent Dictatorship with Olaf Carlson-Wee, Founder @ Polychain Capital
Jan 3, 2018 negative
Opinion
Thau: Facebook lacks Twitter's strong brand persona
“Even a product like Facebook is one of the most impressive companies and products of all time. It doesn't really have as much of a brand persona as a Twitter does, and I think it's because of all those little, little things.”
Kevin Thau Jan 3, 2018 ▶ 15:50 20VC: Why VC Is A Game of Maximising Serendipity, How VCs Can Characterise Their Approach To Working & Product Lessons from Jack Dorsey & Sonos' John MacFarlane with Kevin Thau, General Partner @ Spark Capital
Jan 3, 2018 positive
Opinion
Thau: No competitor has come close to disrupting Twitter's core use case
“And it's amazing to me that over all these years, they still own that use case. No one's even come close to disrupting them for the Twitter use case.”
Kevin Thau Jan 3, 2018 ▶ 5:01 20VC: Why VC Is A Game of Maximising Serendipity, How VCs Can Characterise Their Approach To Working & Product Lessons from Jack Dorsey & Sonos' John MacFarlane with Kevin Thau, General Partner @ Spark Capital
Jan 3, 2018 neutral
Assertion Partly supported
Twitter had under 20 employees and 1M users when Kevin Thau joined
“When he joined, they had less than 20 employees and one million users”
Harry Stebbings Jan 3, 2018 ▶ 0:41 20VC: Why VC Is A Game of Maximising Serendipity, How VCs Can Characterise Their Approach To Working & Product Lessons from Jack Dorsey & Sonos' John MacFarlane with Kevin Thau, General Partner @ Spark Capital
Jan 3, 2018
Insight
Thau: Abundant capital makes growing companies lazy in prioritization
“Focus and prioritization becomes a big challenge, and I think when you grow very quickly and you are fortunate enough to raise a lot of capital, it can sometimes make you lazy in how you make those hard decisions.”
Kevin Thau Jan 3, 2018 ▶ 5:19 20VC: Why VC Is A Game of Maximising Serendipity, How VCs Can Characterise Their Approach To Working & Product Lessons from Jack Dorsey & Sonos' John MacFarlane with Kevin Thau, General Partner @ Spark Capital
Feb 12, 2018
Disclosure
Twitter embedded SF executives overseas for years during global expansion
“So one of the things I did when we opened international offices was I would send a couple of my folks from my leadership team in San Francisco to open the office and stay there for a One to two years as we built that office out and brought in local leaders and…”
Dick Costolo Feb 12, 2018 ▶ 14:06 20VC: Dick Costolo on The Balance of Vision and Realism in Startups, The Biggest Challenge in Scaling Twitter & How To Optimise Decision Making Internally
Jun 1, 2018
Assertion Not checkable as stated
Twitter fell from SeatGeek's top acquisition channel to tenth
“For us, for example, the channel that was our very biggest driver back in 2013, Twitter, mobile acquisition has become probably number 10 on the list right now.”
Jack Groetzinger Jun 1, 2018 ▶ 15:17 20VC: Why Every Startup Will Either Fail or Rebrand, How To Do OKRs The Right Way & How To Know The Reversible From the Irreversible Mistakes with Jack Groetzinger, Founder & CEO @ SeatGeek
Jul 17, 2018 bullish
Disclosure
Elad Gil: Twitter's Valuation Grew Over 10x Following Its Acquisition of MixerLabs
“When I sold my last startup, or my second to last startup to Twitter, we sold in part because we were really excited about Twitter, and we thought we could have a lot of impact there, and I thought my team would be really happy there. But we also sold in part …”
Elad Gil Jul 17, 2018 ▶ 34:50 20VC: Elad Gil's High Growth Handbook on The Commonalities of The Truly Great CEOs, How To Hire The Very Best Execs, Why Cash is A Defensible Moat Today & The Pros and Cons of M&A and IPOs
Jan 7, 2019 neutral
Opinion
Belsky: Twitter's early onboarding failed newer user cohorts seeking news
“The newest customers of Twitter, it seems just want the news. You know, they just want to see what's going on. And so in some ways, Twitter's onboarding was like the perfect onboarding for maybe a hundred and fifty million people. And then the newest cohort of…”
Scott Belsky Jan 7, 2019 ▶ 20:20 20VC: Scott Belsky on Why We Must Challenge Our Faith In The Strength of Resources, Why We Must Rethink The Product Creation and Design Process & How To Determine Between The Good and The Truly Great When Assessing Individuals
Jan 28, 2019 negative
Disclosure
First Round lost Twitter and Dropbox seed deals over valuation limits
“First round offered Twitter their first term sheet months before Union Square led their round. We offered Dropbox their first term sheet, and I'd say we lost both of those due to sticking to price.”
Josh Kopelman Jan 28, 2019 ▶ 7:53 20VC: First Round's Josh Kopelman on Why Price Is Both An Art and A Science, Why Ownership Must Be Built on First Check and The Negative Consequences of Attribution in Venture
Jan 28, 2019 negative
Disclosure
Kopelman passed on Twitter at $5M and $20M pre-money valuations
“So, we offered Twitter a term sheet at a five million pre-money valuation. We were an investor in Odeo, Eb Prior companies. So I think I was user Twitter user number 275. We were right there. We offered five. Fred came in at 20 a few months later, and to make …”
Josh Kopelman Jan 28, 2019 ▶ 9:25 20VC: First Round's Josh Kopelman on Why Price Is Both An Art and A Science, Why Ownership Must Be Built on First Check and The Negative Consequences of Attribution in Venture
Jul 12, 2019 negative
Opinion
Major Social Platforms Intimidate Everyday People From Sharing Creative Work
“Today's dominant platforms, Twitter, Instagram, Facebook, YouTube, they don't really offer a path for folks like that. Folks like that feel like, oh, I'm embarrassed. I'm not going to post my thing on Instagram. Like, no one's going to like it.”
Joseph Gordon-Levitt Jul 12, 2019 ▶ 29:57 20VC: HitRecord's Joseph Gordon-Levitt on How Show Business Prepared Him For Life As An Entrepreneur, What Founders Should Look For Most In Their Investor Base & Why The Current Ad Model of Social Is Harming The World's Creative Spirit
Jul 12, 2019 negative
Opinion
Scrolling Twitter for 20 Minutes Leaves Users Feeling Worse
“Whereas, I know me personally, if I spend 20 minutes scrolling through Twitter, I come out of the end of that experience just feeling worse, worse about myself, worse about the world. I do feel all the more compelled to look at Twitter again, because it's very…”
Joseph Gordon-Levitt Jul 12, 2019 ▶ 24:12 20VC: HitRecord's Joseph Gordon-Levitt on How Show Business Prepared Him For Life As An Entrepreneur, What Founders Should Look For Most In Their Investor Base & Why The Current Ad Model of Social Is Harming The World's Creative Spirit
Jul 22, 2019
Assertion Not checkable as stated
Jesse Beyroutey blocks social media and news apps during the workweek
“First of all, I deleted off of my phone every app or thing that I would unconsciously open and refresh. And that included every bit of social media and news platform. So I don't read them on my phone. And further, I stopped reading them during the week. So I s…”
Jesse Beyroutey Jul 22, 2019 ▶ 28:04 20VC: IA Ventures' Jesse Beyroutey on Game Theory and How It Impacts Investor Mindset, How To Avoid "The Pressure To Deploy" Today In Venture & Why Ownership Is The Single Most Important Parameter When Investing
Nov 1, 2019 bullish
Prediction Didn’t hold up
Vlad Magdalin: Users will build full software products on Webflow within five years
“So I can imagine five years from now, people building the next, not just MVPs, but entire software products on top of Webflow, like the next Airbnb, whatever that idea is, the next Twitter, the next product hunt, all of it.”
Vlad Magdalin Nov 1, 2019 ▶ 37:03 20VC: Webflow's Vlad Magdalin on The Journey To Breakeven and Raising A Monster $72m Series A, The Single Most Important Question To Ask When Determining Which Investor To Select & The Challenges of Founders Angel Investing
Feb 4, 2020
Assertion Partly supported
Cover reached 2M organic users and sold to Twitter in 14 months
“We grew to over two million users in our first couple months with zero money spent on paid acquisition, and we got acquired by Twitter just 14 months after founding the company.”
Todd Jackson Feb 4, 2020 ▶ 5:34 Breaking News: Meet First Round Capital's Newest Partner, How To Approach Generational Transition as a Venture Firm & The Dangers of Attribution In Venture
Feb 17, 2020
Disclosure
Kutcher sources deals by asking Twitter followers for home screen screenshots
“And I've actually like solicited my entire Twitter audience at times. Like, Hey, can you send me a snapshot of your home screen? I'd like to see what you're using, you know? And then I just run pattern recognition across thousands or hundreds of home screens. …”
Ashton Kutcher Feb 17, 2020 ▶ 14:16 20VC: Ashton Kutcher on Early Lessons From Investing in Airbnb and Spotify, Why VC Ownership Requirements Are Becoming More and More Egregious & What Being Good At Product Truly Means
May 1, 2020
Assertion Supported
Twitter Acquired Crashlytics for Nine Figures Before Selling to Google
“Prior to Digits, Wayne and Jeff co-founded Crashlytics, which was acquired by Twitter for a nine-figure sum in January, and then acquired from Twitter by Google in 2017.”
Harry Stebbings May 1, 2020 ▶ 0:43 20VC: Framework For Hiring The Best Talent 100% Remotely, Raising $32M From Benchmark and GV Pre-Launch and How To Think Through Capital Efficiency and Runway Today with Jeff Seibert and Wayne Chang, Co-Founders @ Digits
May 1, 2020
Assertion Partly supported
Crashlytics Reached 300 Million Monthly Active Users Within 12 Months
“Just over 12 months after launch, we hit three hundred million MAUs, and then Twitter acquired us.”
Wayne Chang May 1, 2020 ▶ 3:41 20VC: Framework For Hiring The Best Talent 100% Remotely, Raising $32M From Benchmark and GV Pre-Launch and How To Think Through Capital Efficiency and Runway Today with Jeff Seibert and Wayne Chang, Co-Founders @ Digits
May 4, 2020 negative
What-if
Cuban claims Uber and Twitter would be more successful outside Silicon Valley
“I think if you take some of the companies, Twitter, or almost any of them, Uber in particular, Lyft, and you move those to Kansas City, Dallas, Pittsburgh, Buffalo, New York, they would have been so much more successful, so much more quickly.”
Mark Cuban May 4, 2020 ▶ 17:18 20VC: Mark Cuban on His Relationship To Wealth and Risk, Why Coming Out of The Pandemic Will Be The Best Time In The History of Mankind To Start A Business & Why Silicon Valley Investors Are Like Old Hollywood
May 29, 2020 negative
Insight
Meir: Disagreeing with Twitter consensus usually means you are right
“So first I would say if people on Twitter would disagree with you, you're probably right.”
Avi Meir May 29, 2020 ▶ 4:23 20VC: TravelPerk's Avi Meir on Why 2021 Will Be A Record Year For Business Travel, The 3 Priorities For All Founders During COVID, What VCs Can Do To Really Support Their Founders In A Recession
Jun 8, 2020 positive
Opinion
Venture funding must rely less on exclusive operator networks
“I hope that venture funding becomes less of a closed circle, and actually that these networks become less important, and that access to this life-changing financial tool is democratized for many more people who didn't have the incredible luck That Jana and I h…”
Merci Victoria Grace Jun 8, 2020 ▶ 15:22 20VC: Lightspeed Partner, Merci Victoria Grace on The Future of Collaboration Tools, Bundling vs Unbundling, Synchronous vs Asynchronous & What It Means To Productise The S*** Out of Venture
Jun 8, 2020 positive
Assertion Not checkable as stated
Superhuman and Roam Research built growth via Twitter superfans
“Super fans of all these products, you know, the cult members of these cults, will show up and overwhelmingly recommend their tool, and I know Superhuman, for instance, benefited a lot from that, and it looks lately like Rome Research is really benefiting from …”
Merci Victoria Grace Jun 8, 2020 ▶ 24:15 20VC: Lightspeed Partner, Merci Victoria Grace on The Future of Collaboration Tools, Bundling vs Unbundling, Synchronous vs Asynchronous & What It Means To Productise The S*** Out of Venture
Jun 8, 2020 positive
Insight
Sharing contrarian opinions on Twitter yields positive user engagement
“There's being mean on Twitter or attacking someone on Twitter, and I think that's very different from taking a principled political stand or just sharing maybe a contrarian opinion. My experience has been, when I do things like that, which I do often. I will g…”
Merci Victoria Grace Jun 8, 2020 ▶ 25:20 20VC: Lightspeed Partner, Merci Victoria Grace on The Future of Collaboration Tools, Bundling vs Unbundling, Synchronous vs Asynchronous & What It Means To Productise The S*** Out of Venture
Jun 8, 2020 positive
Insight
Being good at Twitter is a competitive advantage for startup founders
“Being good at Twitter is a competitive advantage even though it sounds kind of silly. So, you know, a lot of organic growth flows through the conversations taking place on Twitter, and that's largely because that early core customer of a collaboration startup …”
Merci Victoria Grace Jun 8, 2020 ▶ 23:29 20VC: Lightspeed Partner, Merci Victoria Grace on The Future of Collaboration Tools, Bundling vs Unbundling, Synchronous vs Asynchronous & What It Means To Productise The S*** Out of Venture
Jun 12, 2020 negative
Insight
Best: Engagement algorithms cannot solve clickbait through additional moderation rules
“If your underlying algorithm is maximizing for engagement, you're not going to be able to, like, turn up the, like, don't make bad content dial in the algorithm and have, like, a permanent fix for that.”
Chris Best Jun 12, 2020 ▶ 15:56 20VC: Substack Founder Chris Best on The Future of Public Journalism, Why The Economics Of Attention Have Been Flipped & Why Micropayments For Content Will Not Work
Jul 10, 2020 negative
Opinion
Mather: Social media platforms are an unbelievable negative for news consumption
“I think these platforms are a unbelievable negative for how people consume news for all the obvious reasons”
Alex Mather Jul 10, 2020 ▶ 34:49 20VC: The Future of Subscription Media, Why Startups Need To Stop Blaming Facebook and Google & How Founders Should Think Through Customer Acquisition Channel Dependencies with Alex Mather, Founder & CEO @ The Athletic
Sep 18, 2020 neutral
Disclosure
Lambda's Twitter 'Building in Public' Brand Was Completely Unscripted
“When we got into YC, I was like, okay, I need to like cut back On Twitter and just be heads down, but it was kind of fun to share what was happening. So it was just like an honest outgrowth of my personality that I thought it was fun to share stuff as things w…”
Austen Allred Sep 18, 2020 ▶ 23:05 20VC: Lambda School Founder, Austen Allred on How To Assess Your Relationship To Risk and Money, Why San Francisco Is A Case Study For The Greatest Squandering of Wealth in History & Why Complexity Increases Exponentially with Scale
Oct 1, 2020 negative
Opinion
Boyle: Corporate and Social Pressures Mirror Soviet-Era Censorship
“And we've seen sort of that current that was really in existence under the former Soviet Union move to what we call democratic countries. But instead of that being influenced from kind of the state, it's been influenced from companies and from other people and…”
Katherine Boyle Oct 1, 2020 ▶ 34:07 20VC: What Is Founder Narrative Fit and How to Detect and Invest In It, How To Avoid Consensus Thinking When Investing, Price Sensititivity; When To Pay Up vs Stay Disciplined & From New York Times To General Catalyst; Why Venture and Journalism are Not S
Oct 5, 2020 negative
Disclosure
Arlan Hamilton deleted Twitter from her phone due to targeted harassment
“I mean, I had to delete my Twitter app from my phone recently, because I was getting not just trolls who didn't know me, but people who did, who make it their life's goal every day to put me down and to take away from what I'm doing, even though it's so obviou…”
Arlan Hamilton Oct 5, 2020 ▶ 19:46 20VC: Arlan Hamilton: "We Have Come For Cake, Not The Crumbs", Arlan's Plan To Return $1Bn in 10 Years, Why Arlan Plans To Giveaway or Invest 90% of Her Wealth & What The LP Class Can Do To Ensure More Under-Represented Managers Get Funded
Oct 12, 2020 positive
What-if
Twitter would not exist as a company without co-founder Evan Williams
“Evan basically made the company what it is. Without Evan, there would be no Twitter as a company.”
George Zachary Oct 12, 2020 ▶ 33:40 20VC: CRV's George Zachary on His Relationship To Money and How it has Changed Over Time, Why The Best Founders Have Often Experienced Parental or Home Instability and The Stories Behind Investing in Unicorns; PillPack, Yammer and Udacity
Jan 8, 2021 neutral
Assertion Supported
Twitter's board failed to find a better CEO than Jack Dorsey
“There was a committee of the board that was trying to find somebody else, and they weren't able to find anyone better than Jack.”
Biz Stone Jan 8, 2021 ▶ 15:29 20VC: Twitter Co-Founder Biz Stone on The 3 Stages of Wealth, The Return To Twitter in 2017 and the Associated Missions and Challenges & Why Silicon Valley is not an "Insiders Only" Universe?
Jan 8, 2021
Assertion Supported
Stone put 'Seinfeld of the internet' on early Twitter homepage
“When we were doing Twitter, somebody early on said, Twitter is the Seinfeld of the internet. It's a website about nothing, and the first thing I thought was, wow, Seinfeld's a hit show, and I put it as a testimonial on the rotating testimonials I put on the we…”
Biz Stone Jan 8, 2021 ▶ 7:15 20VC: Twitter Co-Founder Biz Stone on The 3 Stages of Wealth, The Return To Twitter in 2017 and the Associated Missions and Challenges & Why Silicon Valley is not an "Insiders Only" Universe?
Jan 8, 2021 negative
Disclosure
Stone spent six months unwittingly hurting morale upon returning to Twitter
“I kind of barged in like a bull in a china shop. I was advised that, you know, you're under a magnifying glass. You should really you know, be careful. And I thought to myself, oh yeah, I know what that's like. Don't worry about me. Yeah. We've been in under a…”
Biz Stone Jan 8, 2021 ▶ 21:36 20VC: Twitter Co-Founder Biz Stone on The 3 Stages of Wealth, The Return To Twitter in 2017 and the Associated Missions and Challenges & Why Silicon Valley is not an "Insiders Only" Universe?
Jan 8, 2021
Insight
Trusting your future self creates a safety net for taking risks
“Future biz will get current biz out of whatever jam he's getting himself into. And I guess it was kind of an excuse to do crazy things because I did sort of say out loud that, well, no matter what I do here, if it doesn't work, my future self will figure out h…”
Biz Stone Jan 8, 2021 ▶ 13:03 20VC: Twitter Co-Founder Biz Stone on The 3 Stages of Wealth, The Return To Twitter in 2017 and the Associated Missions and Challenges & Why Silicon Valley is not an "Insiders Only" Universe?
Jan 8, 2021
Assertion Supported
Dorsey and Stone established Twitter's purpose as serving the public conversation
“What I did when I came in is, is Jack and I hammered out a purpose statement for Twitter. The answer to the question, why do we exist? Because before that, if we asked around at the company, you know, what's the purpose of Twitter's existence? People would say…”
Biz Stone Jan 8, 2021 ▶ 17:38 20VC: Twitter Co-Founder Biz Stone on The 3 Stages of Wealth, The Return To Twitter in 2017 and the Associated Missions and Challenges & Why Silicon Valley is not an "Insiders Only" Universe?
Jan 8, 2021 bearish
Assertion Partly supported
Twitter suffered shrinking users, brain drain, and zero profit before 2017
“The company was not doing well. I mean, sort of ethically, it was the company itself was shrinking. It was a, there was a brain drain and there was also the user base was shrinking. There wasn't revenue or profit. And nobody felt like Twitter was a special pla…”
Biz Stone Jan 8, 2021 ▶ 16:37 20VC: Twitter Co-Founder Biz Stone on The 3 Stages of Wealth, The Return To Twitter in 2017 and the Associated Missions and Challenges & Why Silicon Valley is not an "Insiders Only" Universe?
Apr 29, 2021 negative
Disclosure
First Round passed on Twitter over a $20M valuation limit
“Yeah, I think we might have been fortunate back in those days to have made a really poor investment decision, missed one of our biggest of all time, with Twitter. When we were all early users, we had an opportunity to invest at first round, and didn't, primari…”
Chris Fralic Apr 29, 2021 ▶ 7:18 20VC: The Roblox Memo: First Round's Chris Fralic on The 17 Year Journey to Build a $41BN Market Cap Company, Why It Is Way Harder To Increase Ownership Across Rounds Today & What Happens Post SPACMania
Jul 15, 2021 negative
Insight
Mehta: Checking Twitter before bed triggers inadequacy by advertising others' success
“Worst thing you can do is pull out Twitter, like, before you go to bed, like, there's very few things that are worse in your life, and, like, Twitter is just, like, an advertisement of all the people that have done things that you haven't done.”
Nick Mehta Jul 15, 2021 ▶ 29:01 20VC's Therapist Thursday: We Are Not All Crushing It All The Time So Let's Stop Pretending, Working Through Challenges of Self-Worth and Self-Doubt & How To Find Joy in the Striving with Nick Mehta, CEO @ Gainsight
Nov 17, 2021
Assertion Not checkable as stated
Twitter Auto-Generated Username Test Increased Weekly Signups by 70,000
“And what ended up happening is we started to get 70,000 more signups per week because the solution we implemented was a good enough solution to work. And at the time that meant like, gosh, 20, 30% more signups per week, just from a small team of four people im…”
Andy Johns Nov 17, 2021 ▶ 32:52 20Growth: Top Growth Lessons from the Early Facebook, Twitter and Quora Days, The Most Important Question to Ask When Building Your Growth Team, How To Test For True Candidate Depth and Quality When Hiring for Growth with Andy Johns, Venture Partner @ Unu
Nov 22, 2021
Insight
Eugene Wei: Twitter tweetstorms are the optimal status tactic for VCs
“Now I feel like the new meta for investors is to build a personal brand on Twitter. And the way you do that is the tweet storms. That's a classic example of a optimal status seeking tactic within Twitter that has been adopted by the universe of players.”
Eugene Wei Nov 22, 2021 ▶ 28:25 20VC: Eugene Wei on "Status as a Service", Why Networks Grow and Stop Growing, The Worst Design Choices Social Media Incumbents Have Made & The Next 10 Years of Media and the Metaverse
Jan 20, 2022 positive
Disclosure
Chris Sacca's second angel investment was a $25,000 check into Twitter
“My second investment was Twitter, and that one was funny because Evan Williams was, I'd already been working with the company and helping him out, but Evan went and circled up investors for the round, and he's like, hey, I've got you down for 25 K, 25 K, good,…”
Chris Sacca Jan 20, 2022 ▶ 1:57 Chris Sacca's True Unfiltered Opinion on Facebook and Softbank | Full Interview · 20VC with Harry Stebbings
Feb 5, 2022
Disclosure
Mac Conwell achieved a 75% response rate cold-DMing VCs on Twitter
“It was like, 70, 75%, because at the end of the day, in the world of venture, we're all happy to meet each other, because everybody's looking for deal flow, right?”
Mac the VC Feb 5, 2022 ▶ 9:32 Mac the VC on the Journey from Homeless To Becoming A VC | Full Interview with Harry Stebbings · 20VC with Harry Stebbings
Feb 5, 2022
Assertion Partly supported
Mac Conwell grew his Twitter following from 2,500 to 50,000 in months
“Last June I had 2500 followers, right? Like 10 years. 2500 people. I went from 2500, I think I just crossed 50,000, like yesterday.”
Mac the VC Feb 5, 2022 ▶ 28:26 Mac the VC on the Journey from Homeless To Becoming A VC | Full Interview with Harry Stebbings · 20VC with Harry Stebbings
Feb 9, 2022 negative
Assertion Not checkable as stated
Belsky: Twitter persisted with outdated onboarding even as user motives shifted
“You know, Twitter really persisted with making people build their own timelines, even past the moment where people weren't joining Twitter to follow people. They were just joining Twitter for news, and then they were faced with this prospect of having to culti…”
Scott Belsky Feb 9, 2022 ▶ 6:56 20 Product: Scott Belsky on How to Hire Your Product Leader and Team, 3 Questions All Great Product Leaders Ask, How To Structure and Run Effective Product Reviews & Is Product More Art or Science?
Mar 1, 2022
Assertion Supported
Sahil Bloom started posting on Twitter in May 2020
“It's actually twenty-twenty. I didn't start sharing things on Twitter until May of twenty-twenty. I had like a few hundred followers at the time”
Sahil Bloom Mar 1, 2022 ▶ 0:47 How I Built a Twitter Audience of 500K+ in 18 Months | Sahil Bloom Full Interview · 20VC with Harry Stebbings
Mar 1, 2022 positive
Insight
Harry Stebbings advises new creators to target a narrow Twitter niche
“I also think like focus on a niche in the early days, like find a hundred people who love it and it could be building cohesion between product design teams and customer support teams and just tweet about that, but make them love you.”
Harry Stebbings Mar 1, 2022 ▶ 44:28 How I Built a Twitter Audience of 500K+ in 18 Months | Sahil Bloom Full Interview · 20VC with Harry Stebbings
Mar 1, 2022
Assertion Partly supported
Sahil Bloom gained his second 100K Twitter followers in just 45 days
“The first 100,000 took, I don't know, eight, nine months. And then I think I've grown a 100,000 in the last. 45 days or 50 days.”
Sahil Bloom Mar 1, 2022 ▶ 4:46 How I Built a Twitter Audience of 500K+ in 18 Months | Sahil Bloom Full Interview · 20VC with Harry Stebbings
Mar 16, 2022
Assertion Supported
Rachitsky: Snap and Twitter hired first PMs specifically for monetization
“Snap and Twitter, from what I understand, both hired their first PM to explore monetization on the platform.”
Lenny Rachitsky Mar 16, 2022 ▶ 12:57 20 Product: Lenny Rachitsky on The 3 Key Roles of the Product Manager, 5 Skills All The Best PMs Have, When To Hire Your First PM, How to Structure the Hiring Process for PMs & What Leaders Can Do to Make Their PMs Successful
Mar 25, 2022 positive
Assertion Not checkable as stated
Johns: Auto-generating usernames increased Twitter signups by 20% to 30% weekly
“And at the time, that meant, gosh, 20, 30% more signups per week, just from a small team of four people implementing a really hacky solution.”
Andy Johns Mar 25, 2022 ▶ 14:23 20VC The Memo: Inside the Growth Engines of Facebook, Twitter, Instagram and Instacart with the Growth Leaders Who Built Them; How Instagram Went from 440M to 1BN, How Twitter Changing Their Signup Flow was a Needlemover and How Removing Card Payment Requ
Apr 20, 2022 positive
Opinion
Chennapragada praises Twitter's product momentum and underlying engineering systems
“I changed my mind, actually, about Twitter. Like, I previously, obviously, still liked the product, like, but I felt like, oh my god, if only this could change, and that could change, and I just feel like they're on a roll. I love the product momentum. Part of…”
Aparna Chennapragada Apr 20, 2022 ▶ 34:08 20 Product: Robinhood CPO on The 3 Stages of Product Management, How to Structure and Execute Great Product Reviews, The Secret to Building a World-Class Hiring Funnel in Product Team Building with Aparna Chennapragada
May 6, 2022
Disclosure
Lemkin: Most of my top investments lacked blue-chip tech pedigree
“I would say most of my best investments did not, and those have not seen the same level of pre-seed inflation, but they have seen enough that can break the seed model.”
Jason Lemkin May 6, 2022 ▶ 28:02 20VC: Why the Traditional Seed Fund Model No Longer Works, Why Multi-Stage Funds Investing at Seed Bring Signaling Risk but also Less Pressure, The One Criteria All Potential Sales Hires Need to Have and The Clear Signs of 10x Sales Hires with Jason Lemki
Jun 8, 2022
Insight
Beykpour: Leadership should distill product review feedback into written bullet points
“And so one of the things we've started doing and maybe there are better ways of doing it, but this is just like the way we've adjusted doing it is after the pro after we have the live product review, we have a debrief as a leadership team. 15 minute debrief wh…”
Kayvon Beykpour Jun 8, 2022 ▶ 40:00 Kayvon Beykpour: How to Structure and Manage the Best Product Reviews | 20VC #894 · 20VC with Harry Stebbings
Jun 8, 2022
Assertion Not checkable as stated
Beykpour: Simple projects at Twitter required dozens of cross-functional team members
“Whereas like, if you bring that out to Twitter scale, most projects, even the simplest projects at Twitter could potentially have dozens of people working on them. And then complex projects have hundreds of people, right?”
Kayvon Beykpour Jun 8, 2022 ▶ 16:42 Kayvon Beykpour: How to Structure and Manage the Best Product Reviews | 20VC #894 · 20VC with Harry Stebbings
Jun 8, 2022
Assertion Not checkable as stated
Beykpour: Twitter Held Three 45-Minute Executive Product Reviews Weekly
“So in terms of like the what we have product reviews on a week or I host product reviews on a weekly basis. And the reason I say I is like cascading down our product organization. Some of our product leads have their own cadences around product reviews as well…”
Kayvon Beykpour Jun 8, 2022 ▶ 27:43 Kayvon Beykpour: How to Structure and Manage the Best Product Reviews | 20VC #894 · 20VC with Harry Stebbings
Jun 20, 2022 bullish
Disclosure
Gary Vee still holds the majority of his original Twitter investment
“I sold some Twitter, but still hold the majority of that holdings from then.”
Gary Vaynerchuk Jun 20, 2022 ▶ 3:41 Gary Vee: My First 3 Angel Investments; Why I Changed My Mind on Facebook Video | 20VC #899 · 20VC with Harry Stebbings
Jun 20, 2022 positive
Disclosure
Gary Vee's first three angel investments were Facebook, Twitter, and Tumblr
“The first three companies I invested in, in my entire life as an investor were Facebook, Twitter, and Tumblr.”
Gary Vaynerchuk Jun 20, 2022 ▶ 3:22 Gary Vee: My First 3 Angel Investments; Why I Changed My Mind on Facebook Video | 20VC #899 · 20VC with Harry Stebbings
Jun 20, 2022 bullish
Assertion Not checkable as stated
Gary Vee invested his entire 20s savings into Facebook, Twitter, and Tumblr
“Saving my money in my twenties And then deciding to spend all of it in a one year period on Facebook, Twitter, and Tumblr based on at that .10 years of very hard work, diligence of saving and not wasting my money and looking for the opportunity to strike.”
Gary Vaynerchuk Jun 20, 2022 ▶ 6:42 Gary Vee: My First 3 Angel Investments; Why I Changed My Mind on Facebook Video | 20VC #899 · 20VC with Harry Stebbings
Jul 6, 2022
Disclosure
Beykpour: Twitter leadership distills product reviews into 4-5 written bullets
“After we have the live product review, we have a debrief as a leadership team, a fifteen-minute debrief, where we try and, amongst ourselves, say, alright, we just talked about a lot of stuff. What's the most useful feedback we can, like, clarify and write dow…”
Kayvon Beykpour Jul 6, 2022 ▶ 32:30 20 Product: The Ultimate Guide to Product Reviews: What Makes the Best vs the Worst | How Often Should They Be | Who Should Be Invited | Who Sets The Agenda | How to do Follow-Ups Post Product Reviews
Jul 11, 2022 bullish
Prediction Not checkable as stated
Mullenweg: The web will become weirder and offer users more control
“So my hope in 20, twice having it over the next five years is that the web is a lot more creative, a lot weirder that people have a lot more control over it versus just being another profile on Twitter or Facebook and more fun.”
Matt Mullenweg Jul 11, 2022 ▶ 58:31 Matt Mullenweg: How I Founded WordPress; Storytelling Tips; How to Give Feedback | 20VC #905 · 20VC with Harry Stebbings
Jul 29, 2022 positive
Disclosure
Lanzone: Twitter was my 'white whale' company that got away
“For a long time, you know, Twitter was that company for me. It's always been my white whale. I love the product, but I always felt it could have been a lot more than it was. And so I've, I always, you know, look side-eye at Twitter as the one that, that got aw…”
Jim Lanzone Jul 29, 2022 ▶ 52:11 Yahoo CEO Jim Lanzone: The Yahoo Turnaround Plan | 20VC #911 · 20VC with Harry Stebbings
Aug 8, 2022 positive
Assertion Supported
Bijan Sabet's Twitter Series B Catapulted Spark Capital Into Top Tier
“As I was joining Spark, Bijan Sabat at Spark led Twitter series B and that investment catapulted us into the upper echelon of VC firms.”
Mo Koyfman Aug 8, 2022 ▶ 6:25 Mo Koyfman: The Secret to Winning in Venture; Why Small Funds Outperform Large Funds | 20VC #915 · 20VC with Harry Stebbings
Aug 24, 2022 positive
Assertion Supported
Stebbings: Twitter Posts Perform Best Early Morning or Late at Night
“Twitter tends to hit best early in the morning or late at night.”
Harry Stebbings Aug 24, 2022 ▶ 14:45 20VC: 10 Lessons on Scaling 20VC to 100M+ Downloads | How To Build an Audience and a Next-Generation Media Company
Aug 24, 2022
Assertion Not checkable as stated
Stebbings Personally DM'd 50,000 Twitter Followers to Diversify 20VC's Audience
“Fun fact, I believed in the importance of channel diversification so much with TwentyVC. Until I had 50,000 followers on Twitter, I used to DM each new follower and ask them to follow a different channel.”
Harry Stebbings Aug 24, 2022 ▶ 9:09 20VC: 10 Lessons on Scaling 20VC to 100M+ Downloads | How To Build an Audience and a Next-Generation Media Company
Aug 26, 2022
Insight
Wolfe Herd: Vocal Twitter critics rarely represent a product's majority user base
“Usually the most vocal people are not the masses. So you get like the Twitter people who are like, you screwed this up and you have to do this way and you need to do it that way. But then when you actually run the deeper analysis, there's like three people tha…”
Whitney Wolfe Herd Aug 26, 2022 ▶ 10:16 20VC: Bumble's Whitney Wolfe Herd on How The Best Leaders Manage Intense Pressure, How To Think Through Risk vs Reward Frameworks & What it Truly Means to Listen so Your Teams Will Talk
Oct 7, 2022 positive
Opinion
Weil: Peter Fenton, David Rosenblatt, and Carl Bass are top board members
“I'll give you three, actually. Peter Fenton, David Rosenblatt, and Carl Bass. Peter and David are on our board at Twitter. Carl's on the board at Planet. Because every single one of them, they are available whenever you need them. They're dedicated. They're ju…”
Kevin Weil Oct 7, 2022 ▶ 53:48 Kevin Weil: Lessons from Leading Product at Instagram & Twitter | 20VC #934 · 20VC with Harry Stebbings
Oct 7, 2022 neutral
Assertion Partly supported
US State Department asked Twitter to reschedule maintenance during Arab Spring
“Someone from the State Department reached out, and this is a public story, so I'm not saying anything that can't be said. Someone from the State Department reached out and said, wait, wait, you can't go down at, you know, two a.m. Pacific. That's the middle of…”
Kevin Weil Oct 7, 2022 ▶ 28:07 Kevin Weil: Lessons from Leading Product at Instagram & Twitter | 20VC #934 · 20VC with Harry Stebbings
Oct 10, 2022 negative
Insight
Gerstner: The bottom 20-40% of tech and VC workforces dilute results
“I would say the vast majority of organizations, ok, and I'm talking from Facebook and Twitter, all the way down to, ah, GPs. They would be well served, right, to be much smaller, to be essentialists in the people that they have. Because it's very likely that y…”
Brad Gerstner Oct 10, 2022 ▶ 1:02:23 Brad Gerstner: How I Pick Companies; Lessons from Warren Buffet; Chamath vs Gurley | E935 · 20VC with Harry Stebbings
Oct 21, 2022 neutral
Assertion Not checkable as stated
Harrison: Andreessen Horowitz actively recruits individuals with large Twitter followings
“I think it's one of the reasons why you know, anybody with a Reasonably sized Twitter following probably gets a at least job interest, if not a job offer from Andreessen, right? Like they recognize that sort of micro celebrity appeal of being able to hire anyb…”
Kyle Harrison Oct 21, 2022 ▶ 30:35 Kyle Harrison: Why 75% of Active Investors Will Disappear in the Next Few Years | 20VC #940 · 20VC with Harry Stebbings
Nov 21, 2022 negative
Disclosure
Stebbings: Hot seed rounds raised by executive founders consistently underperformed
“I looked at the seeds, and I looked at those that haven't really worked, and all of those that haven't really worked have often been head of product at Twitter, head of product at Twitch, head of product at amazing company, the hottest of hot seed rounds with …”
Harry Stebbings Nov 21, 2022 ▶ 7:07 Semil Shah: Lessons Learned Scaling from a $1M to a $50M Fund | 20VC #951 · 20VC with Harry Stebbings
Nov 21, 2022 negative
Opinion
Shah: Large VCs are too slow for seed deals despite Twitter claims
“And also like these funds are really big and slow. So they're not going to be able to like move and prosecute the things in the same way that they say on Twitter.”
Semil Shah Nov 21, 2022 ▶ 21:30 Semil Shah: Lessons Learned Scaling from a $1M to a $50M Fund | 20VC #951 · 20VC with Harry Stebbings
Nov 28, 2022 negative
Opinion
Kuusi: Twitter adds very little value to building a company
“I've noticed Twitter adds very little value in company building, unfortunately.”
Miki Kuusi Nov 28, 2022 ▶ 46:35 Miki Kuusi: How I Scaled Wolt to $8B; Why I Sold to DoorDash | 20VC #953 · 20VC with Harry Stebbings
Jan 13, 2023 negative
Opinion
Lemkin: VCs boasting about high deal volume on Twitter are dishonest
“I do think it's harder to find good deals, and I think it is true, and I think people are a little bit full of it on the Twitter, right, and on the social media”
Jason Lemkin Jan 13, 2023 ▶ 1:18 Jason Lemkin: WTF is Going On in VC? Are LPs Investing in New Funds? | 20VC #965 · 20VC with Harry Stebbings
Jan 23, 2023 neutral
Opinion
Wenger: TikTok, Twitter, and Facebook must be user-programmable
“I don't feel different about TikTok than I feel about Twitter or Facebook for that matter. These systems need to become programmable. If they're not programmable, we're being programmed by them.”
Albert Wenger Jan 23, 2023 ▶ 44:25 Albert Wenger: Elon & Twitter; Impact of SBF; Income Inequality; Will they ban TikTok? | 20VC #969 · 20VC with Harry Stebbings
Jan 23, 2023 neutral
Assertion Supported
Wenger: Musk has the personal wealth to absorb Twitter's debt
“Yeah, no, I mean, look, I mean, that's tough noogies for you, but you're still one of the world's richest people, and you still could basically give any debt provider an out, and you could still basically just take a bunch of your wealth and sort of say, look,…”
Albert Wenger Jan 23, 2023 ▶ 43:30 Albert Wenger: Elon & Twitter; Impact of SBF; Income Inequality; Will they ban TikTok? | 20VC #969 · 20VC with Harry Stebbings
Jan 23, 2023 negative
Opinion
Wenger: Twitter's blue checkmark system erred by mixing identity with status
“Because the blue checkmark, it completely confounded two things. It confounded the identity thing with the importance thing, and the importance thing, I think, was complete BS, always. Like who's supposed to say who's important, who's not important. It should …”
Albert Wenger Jan 23, 2023 ▶ 42:21 Albert Wenger: Elon & Twitter; Impact of SBF; Income Inequality; Will they ban TikTok? | 20VC #969 · 20VC with Harry Stebbings
Jan 23, 2023 positive
Opinion
Wenger: Twitter is hard to kill because it's a network of networks
“I still believe that there's an opportunity today, even after all the damage that has been done both by the prior regime and by the current one, I still think it's not too late because Twitter is Hard to kill. It's a network of networks.”
Albert Wenger Jan 23, 2023 ▶ 41:24 Albert Wenger: Elon & Twitter; Impact of SBF; Income Inequality; Will they ban TikTok? | 20VC #969 · 20VC with Harry Stebbings
Feb 1, 2023
Insight
Startups can relaunch products 10 times without the public noticing
“The guys on product hunt or Twitter, They don't, right? And you can relearn, like, 10 times. No one will ever notice.”
Alex Bouaziz Feb 1, 2023 ▶ 4:15 Alex Bouaziz: How We Became a $12B HR Company with 2,000 Remote Employees | 20VC #973 · 20VC with Harry Stebbings
Feb 27, 2023 bearish
Opinion
Stebbings: Big tech spinouts raising $5M-$7M seeds are my worst investments
“And so they're my single worst investments. Those are my worst ones when they've spun out of any great company and they've raised five to seven. Because they're inherently slower because they're used to the processes of Twitter, of Facebook, the HR, the polici…”
Harry Stebbings Feb 27, 2023 ▶ 31:20 David Tisch: The 3 Most Important Variables When Raising Your Seed Round | 20VC #983 · 20VC with Harry Stebbings
May 9, 2023
What-if
Paik: TikTok could not exist before Twitter due to bandwidth constraints
“There's a very clear reason why the order of founding went from Twitter first, to Instagram, to Snapchat, to TikTok. And it is because mobile as infrastructure and bandwidth in its earliest stages, supported the lowest packet size, text. And then next compress…”
Chris Paik May 9, 2023 ▶ 1:17:30 Chris Paik: How I Raised $400M; Substack's Broken Business Model; Music on TikTok vs IG | E1011 · 20VC with Harry Stebbings
Jul 24, 2023 neutral
Insight
Feed Products Like Twitter Are Heavily Dominated by Key Creators
“Feeds are very head heavy in general, and so is text. So basically that's to say that you have to assume that Twitter and other feed products in general tend to have most of the content is consumed by a small number, sorry, most of the content consumed is prod…”
Adam Mosseri Jul 24, 2023 ▶ 49:54 Adam Mosseri: Why Video Is Bad For Business; Does Feed Matter Anymore? | E1039 · 20VC with Harry Stebbings
Aug 7, 2023 negative
Disclosure
Khosla: I failed to see the potential of Twitter in 2007
“I remember in 2007, a journalist asked me about Twitter and they interviewed me and they sourced their questions on Twitter in 2007, I think. I think maybe in early 2007 at Davos or something. And I said, huh, interesting, but couldn't see the potential of it.”
Vinod Khosla Aug 7, 2023 ▶ 45:03 Vinod Khosla: How AI Impacts Healthcare, Energy, Geo-Politics, Media and Climate Change | E1045 · 20VC with Harry Stebbings
Aug 9, 2023 bullish
Assertion Partly supported
Lemkin: Seed market has no downturn and is more vibrant than ever
“There's no downturn in seed whatsoever. No matter what, Twitter's wrong. Twitter, seed is more vibrant than ever, and we can talk about why, and seed is also split up more than ever.”
Jason Lemkin Aug 9, 2023 ▶ 10:39 Jason Lemkin: Every VC has a FRAUD in their portfolio; The IPO market is about to EXPLODE | E1046 · 20VC with Harry Stebbings
Aug 14, 2023 bullish
Prediction Not checkable as stated
Urban: Elon Musk will make Twitter successful within five years
“If, again, you put me in a time machine five years from now, my gut is I come out and it, yes, the answer is yes. Just because this guy does things well and sometimes it takes a while, right? And there's going to be a lot of experimentation. It's going to be a…”
Tim Urban Aug 14, 2023 ▶ 1:12:04 Tim Urban: How "Wait But Why" Grew to 600k Readers; AI's Revolutionary Impact on Media | E1048 · 20VC with Harry Stebbings
Aug 16, 2023 neutral
Prediction Held up
Balfour: Twitter daily active users will stay flat at 250M
“Yeah, I chose, they're flat. I think Twitter's flat, two fifty million.”
Brian Balfour Aug 16, 2023 ▶ 1:04:05 Brian Balfour: Startup Growth Secrets from HubSpot; Distribution Stratagies; Impact of AI | E1049 · 20VC with Harry Stebbings
Aug 16, 2023 bearish
Prediction Didn’t hold up
Stebbings: Threads will stall at 5M DAU while Twitter grows
“I would say threads does not work. Maybe it teases along at five million DAU with hardcore small numbers. And I would say Twitter has modest growth to Two 75, 300 with election spikes.”
Harry Stebbings Aug 16, 2023 ▶ 1:03:47 Brian Balfour: Startup Growth Secrets from HubSpot; Distribution Stratagies; Impact of AI | E1049 · 20VC with Harry Stebbings
Aug 16, 2023 bearish
Opinion
Balfour: Twitter is the most vulnerable incumbent tech platform right now
“Well, I mean, it's hard to not say Twitter right now from a vulnerability perspective.”
Brian Balfour Aug 16, 2023 ▶ 1:01:06 Brian Balfour: Startup Growth Secrets from HubSpot; Distribution Stratagies; Impact of AI | E1049 · 20VC with Harry Stebbings
Aug 21, 2023
Assertion Not checkable as stated
Huber: Most tweets are personal reminders, attracting 315,000 followers
“Most of my tweets are just tweets directly to me. Like, they're reminders and advice to me. I am giving advice to myself on the internet, and it just so happens that 315,000 people have followed me because they think it applies to them as well.”
Nick Huber Aug 21, 2023 ▶ 55:26 Nick Huber: Biggest Lies of Silicon Valley; Lost Art of Delegation; How to Grow Your Network | E1051 · 20VC with Harry Stebbings
Aug 21, 2023
Disclosure
Huber: A large portion of his tweets are created by his team
“A lot of my tweets are made by my team. They're reposts from either my newsletter or, you know, written from a interview like this or something along those lines.”
Nick Huber Aug 21, 2023 ▶ 25:30 Nick Huber: Biggest Lies of Silicon Valley; Lost Art of Delegation; How to Grow Your Network | E1051 · 20VC with Harry Stebbings
Aug 21, 2023
Disclosure
Huber: Twitter persona is deliberately more extreme than his actual views
“I'm a lot more nuanced. I'm a lot more moderate on so many different opinions, but look, that is not how you build a brand.”
Nick Huber Aug 21, 2023 ▶ 15:02 Nick Huber: Biggest Lies of Silicon Valley; Lost Art of Delegation; How to Grow Your Network | E1051 · 20VC with Harry Stebbings
Aug 21, 2023
Disclosure
Huber: Strong Twitter posts are loosely held beliefs
“So what you see on Twitter is me having very strong beliefs, contrarian beliefs, unique viewpoints, but honestly, they're very loosely held.”
Nick Huber Aug 21, 2023 ▶ 13:27 Nick Huber: Biggest Lies of Silicon Valley; Lost Art of Delegation; How to Grow Your Network | E1051 · 20VC with Harry Stebbings
Sep 11, 2023 positive
Assertion Partly supported
Velez: 15,000 Nubank customers tweeted at Brazil's Central Bank during 2017 crisis
“Monday morning, there were 15,000 customers on Twitter of the Central Bank of Brazil saying, you cannot do this.”
David Vélez Sep 11, 2023 ▶ 1:02:29 David Velez: How AI Changes The Future of Finance | E1059 · 20VC with Harry Stebbings
Sep 20, 2023 negative
Disclosure
Maples: Selling Twitter Stock at $1B Valuation Was a Mistake
“And so I sold some of my Twitter stock at a billion dollar valuation. I regret that. I, that was a failure of imagination on my part.”
Mike Maples Sep 20, 2023 ▶ 1:21:59 Is the VC Model Broken? Jason Lemkin, Mike Maples, Eric Paley & Harry Stebbings Debate | E1062 · 20VC with Harry Stebbings
Nov 22, 2023 negative
Assertion Supported
Seibert: Tech companies are locking down data, reversing 20 years of open APIs
“You're seeing Reddit, Twitter, et cetera, shut off APIs, put in more strict rate limits, et cetera. And so the whole world is starting to lock down data, which was counter to the trends over the past 20 years, when everything was being pushed more and more ope…”
Jeff Seibert Nov 22, 2023 ▶ 37:29 Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
Nov 22, 2023 negative
Opinion
Seibert: Twitter's biggest past internal issue was leadership indecision
“And this was one of the biggest challenges Twitter faced internally back in the day was just complete indecision from leadership.”
Jeff Seibert Nov 22, 2023 ▶ 59:32 Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
Nov 22, 2023 negative
Insight
Seibert: Designing software features for the average user is a mistake
“So the product managers who were super data-driven started designing and building features for the average user, because that's what the data told them. And they actually believed that there was something such as an average Twitter user. It's such a huge mista…”
Jeff Seibert Nov 22, 2023 ▶ 2:31 Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
Nov 22, 2023 negative
Assertion Not checkable as stated
Seibert: Legacy Twitter required two to three weeks for statistical data
“Particularly at Twitter, we need to get stats, SIG data, which always took two to three weeks.”
Jeff Seibert Nov 22, 2023 ▶ 4:33 Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
Nov 22, 2023 positive
Opinion
Seibert: Elon Musk moving fast at Twitter beats standing still
“Agree or disagree with some of Elon's decisions, but he is moving quickly in a direction. That is way better than sort of standing still.”
Jeff Seibert Nov 22, 2023 ▶ 4:44 Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
Nov 22, 2023 neutral
Assertion Supported
Seibert: Twitter, Slack, and YouTube originated as completely different products
“Twitter was a podcasting startup. Slack was a game. YouTube was a dating website.”
Jeff Seibert Nov 22, 2023 ▶ 14:00 Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
Dec 8, 2023 positive
Insight
Biswas: Marc Andreessen uses a "barbell strategy" for information consumption
“So he's talked about this a little bit, but I think Mark spends time on X or Twitter and, you know, gets a lot of what's, what's going on in the moment. And then he reads some really old, old books, right? Like stuff that's maybe out of print and hard to find …”
Sanjit Biswas Dec 8, 2023 ▶ 1:02:37 Sanjit Biswas: Samsara's $18BN Market Cap & $1BN in ARR in 8 Years | E1092 · 20VC with Harry Stebbings
Mar 20, 2024 positive
Prediction Not checkable as stated
Lemieux: AI will unbloat tech teams and redistribute engineers to critical sectors
“I think companies are going to unbloat and we're going to distribute programmers, right? Like there's, we've got a global, you know, lack of procreation happening. We're going to have less and less people who can build technology where we need it. Like we need…”
Jean-Michel Lemieux Mar 20, 2024 ▶ 52:11 Jean-Michel Lemieux: Three Product Decisions Every Team Needs to Make | E1129 · 20VC with Harry Stebbings
Mar 27, 2024 positive
Assertion Supported
Dixon: Twitter chose Fred Wilson's Series A bid because he used the product
“If you're Fred Wilson doing, you know, consumer internet in 2005, you'll hear, you know, you heard the reason that, that Twitter picked him, you know, when it was a competitive deal at the series A was that he was using the product.”
Chris Dixon Mar 27, 2024 ▶ 14:40 Chris Dixon: Who Will Win the Next Generation of Venture? | E1132 · 20VC with Harry Stebbings
May 15, 2024 positive
Insight
Siroker: Back founders excited about smaller problems rather than social trends
“In some ways, actually, you kind of want to choose founders who are excited about smaller problems, because it tells you that they're not just falling in love with what they saw on Twitter or social media, that there's actually something they care about.”
Dan Siroker May 15, 2024 ▶ 1:02:33 Dan Siroker: Second-Time Founders Are More Investable & Why Not To Hire People Out of College |E1153 · 20VC with Harry Stebbings
Jul 29, 2024
Disclosure
Asparouhov: Brian Singerman pulled me aside six times over controversial tweets
“Oh, a multitude of times. I mean, I probably had at least, you know, sort of six, you know you know Singerman, you know, sort of one-on-ones where he has to be like telling what the fuck.”
Delian Asparouhov Jul 29, 2024 ▶ 1:15:51 Delian Asparouhov: Inside the Walls of Founders Fund: What the World Does Not See | E1183 · 20VC with Harry Stebbings
Aug 5, 2024
Assertion Not checkable as stated
Cahn Used Personalized Cameo Videos to Get Founders' Attention Early On
“One thing I used to do is I went through this phase where every time I met a founder that I really liked, I would go through their Twitter. I'd figure out something they really liked, let's say some TV show, and then I'd go in cameo and I would find the actres…”
David Cahn Aug 5, 2024 ▶ 1:05:12 David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
Aug 12, 2024 positive
Opinion
Maguire: Freedom of speech did not exist before Elon Musk bought Twitter
“I don't think we had freedom of speech before Elon bought Twitter.”
Shaun Maguire Aug 12, 2024 ▶ 34:50 Shaun Maguire: Why Iran is the World's Greatest Evil & Trump is the Only Hope for Peace | E1189 · 20VC with Harry Stebbings
Dec 9, 2024 negative
What-if
Benioff: I Would Not Have Enjoyed Owning Twitter
“And I guess in a lot of ways I'm happy I didn't because I don't think I could, I would have enjoyed that part of it at all.”
Marc Benioff Dec 9, 2024 ▶ 34:36 Marc Benioff, Salesforce Founder: Why Salesforce Isn't Hiring Software Engineers | E1236 · 20VC with Harry Stebbings
Dec 9, 2024 neutral
Assertion Supported
Benioff Reaffirms Salesforce Almost Acquired Twitter
“We almost bought one. You probably remember we almost bought Twitter.”
Marc Benioff Dec 9, 2024 ▶ 34:25 Marc Benioff, Salesforce Founder: Why Salesforce Isn't Hiring Software Engineers | E1236 · 20VC with Harry Stebbings
Dec 16, 2024 negative
Opinion
Reid Hoffman: Twitter is substantially worse post-Elon Musk acquisition
“With deep regret, I would say substantially worse.”
Reid Hoffman Dec 16, 2024 ▶ 56:07 Reid Hoffman, LinkedIn & Paypal Founder: Trump Administration, Elon Musk and DOGE | E1239 · 20VC with Harry Stebbings
Dec 16, 2024 negative
Opinion
Hoffman: Elon Musk's greatest strength and weakness stem from blind conviction
“Elon has a conviction that he, what he believes is true is absolutely true even when all of the evidence is against his belief, right? And so that allows him to do, I can see that we can colonize Mars, and here we go. Right? And that creates, you know, SpaceX,…”
Reid Hoffman Dec 16, 2024 ▶ 34:32 Reid Hoffman, LinkedIn & Paypal Founder: Trump Administration, Elon Musk and DOGE | E1239 · 20VC with Harry Stebbings
Jan 6, 2025
Disclosure
Maples: Floodgate returned 300x on Twitter, 205x on Lyft, 94x on Twitch
“Twitter was a little over 300 X and gets all the credit for Lyft, that was like about two, 205 X what else? Applied. Applied is probably encroaching on a hundred X in the first check. Twitch got close, but not quite there. It got to 94 X.”
Mike Maples Jan 6, 2025 ▶ 34:07 Mike Maples: Three Frameworks to Evaluate Startups and Founders | E1242 · 20VC with Harry Stebbings
Jan 6, 2025 bearish
Prediction Not checkable as stated
Maples: Elon Musk won't be able to mass-fire federal workers
“Like, I don't think that Elon is going to be able to do what he did with, say, Twitter, and fire a bunch of people and, you know, change all the rules.”
Mike Maples Jan 6, 2025 ▶ 1:01:34 Mike Maples: Three Frameworks to Evaluate Startups and Founders | E1242 · 20VC with Harry Stebbings
Feb 17, 2025
What-if
Ross: I would have mocked Musk's OpenAI bid using a Twitter $420 joke
“I would have probably said instead of whatever he said about nine billion, I would have said, yeah, I'm going to take Twitter public at 420 dollars a share.”
Jonathan Ross Feb 17, 2025 ▶ 1:15:22 Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
Mar 21, 2025 bearish
Prediction Not checkable as stated
Torres: Incumbent tech firms must cut headcount by 80% to survive
“If they do what Twitter did, if they reduce themselves to 20%, and build an amazing product, and are willing to break all their pricing models and revenues and change all of that, then they will survive.”
Elias Torres Mar 21, 2025 ▶ 31:21 Elias Torres, Co-Founder and CEO @ Agency: What No One Tells You About Selling Your Company · 20VC with Harry Stebbings
Apr 7, 2025
Insight
Garcia: Stock surges are cheap dopamine; true satisfaction requires difficult battles
“There's superficial happiness and there's deep happiness. There's cheap dopamine and there's expensive dopamine. You know, stock goes up, cheap dopamine, you know, like jump on Twitter, read that you're smart, you know you know, cheap dopamine. Then there's li…”
Ernest Garcia Apr 7, 2025 ▶ 32:37 Carvana CEO & Co-Founder, Ernest Garcia: Building a $50B Company, Losing 99% and Coming Back · 20VC with Harry Stebbings
Apr 25, 2025 positive
Insight
Gupta: Crypto growth relies on Discord and Reddit over Meta and Search
“Crypto lives and breathes and grows on social. So the people that I will find on Discord or Reddit and Twitter are very different from the people I will find on Meta and Instagram and or Search.”
Mayur Gupta Apr 25, 2025 ▶ 27:50 20Growth: Inside Kraken's $1.5BN Growth Playbook: What Works, What Doesn't and What No Founders Understand About Growth That Will Change Their Company with Mayur Gupta
May 16, 2025
Assertion Supported
Yamashita: Dylan Field mapped design Twitter graphs to recruit early users
“One of the first things he did was he took design Twitter, he visualized it as a graph, and then figured out which people designers are following the most, and then went to those designers to get feedback on Figma and get them excited about Figma. And that was…”
Yuhki Yamashita May 16, 2025 ▶ 38:47 20Product: Figma CPO on How Figma Builds Products: What Works, What Does Not | How Figma Does Testing and Product Reviews | The Future of Design, Engineering and Product with Yuhki Yamashita
May 23, 2025
Assertion Not checkable as stated
Stebbings Personally DM'd His First 50,000 Twitter Followers to Drive Subscriptions
“For the first 50,000 Twitter followers I got, I personally DM'd everyone, and I suggested that they follow our newsletter as well.”
Harry Stebbings May 23, 2025 ▶ 27:08 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 bearish
Opinion
Stebbings: TBPN Is the Clubhouse of Our Era With Poor Retention
“I think it's Clubhouse of our era, and so they have brilliant channel market fit, which is they crush it on Twitter for very specific clips. When you look at any of their view rates, very little. When you look at their retention on engagement rates, fuck all.”
Harry Stebbings May 23, 2025 ▶ 48:23 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 positive
Insight
Harries: Organic LinkedIn is today's most underappreciated growth channel
“The most underappreciated growth channel I see is organic LinkedIn. On Twitter, you're competing against the best writers in the world. You're competing against Harry Stebbings running a short. Bill Ackman. Like, it's really tough. On LinkedIn, you're competin…”
Luke Harries May 23, 2025 ▶ 1:02:28 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
Jun 12, 2025
Disclosure
Lemkin discloses earning $3,000-$4,000 monthly from X/Twitter creator payouts
“I get like three or four grand from Twitter a month.”
Jason Lemkin Jun 12, 2025 ▶ 1:19:43 Elon’s Empire: SpaceX, Tesla, Neuralink After the Storm & Anduril’s $2.6BN Power Move · 20VC with Harry Stebbings
Jun 16, 2025 positive
Disclosure
Aschebrook began investing by buying stock from Jack Ma's family office
“I just started buying Twitter shares and Alibaba stock from Jack Ma's family office, and then holy shit, it worked.”
Larry Aschebrook Jun 16, 2025 ▶ 4:35 Larry Aschebrook, Founder & MP @GSquared: How We Lost Money on Uber and Made Millions on Lyft · 20VC with Harry Stebbings
Jul 21, 2025
Insight
Chen: Truly important tech news reaches founders without daily Twitter monitoring
“So every now and then, if something is important enough, like maybe there's some big new product is actually really cool, or there's some really, really interesting new research paper. It'll be like big enough that even though I'm not monitoring Twitter every …”
Edwin Chen Jul 21, 2025 ▶ 32:59 Surge CEO & Co-Founder, Edwin Chen: Scaling to $1BN+ in Revenue with NO Funding · 20VC with Harry Stebbings
Jul 21, 2025 negative
Insight
Chen: Optimizing ML models for clicks creates negative content feedback loops
“Once you optimize for clicks, the most click-baity content starts rising up to the top. You get lots of racy content, lots of girls in bikinis, lots of listicles about 10 horrifying skin diseases, and so on.”
Edwin Chen Jul 21, 2025 ▶ 15:43 Surge CEO & Co-Founder, Edwin Chen: Scaling to $1BN+ in Revenue with NO Funding · 20VC with Harry Stebbings
Jul 27, 2025 bearish
Opinion
Stebbings: Twitter Is A Phenomenal Consumer Product But A Terrible Investment
“So like Twitter. As a user, I think it's a great product. Phenomenal. It's a shit investment. I would not like to be in it as a business.”
Harry Stebbings Jul 27, 2025 ▶ 49:13 20Product: Should We Kill the PM Role Entirely | How Does Product Design Change Most in a World of AI | How Do Monzo Build Product Today: What Works, What Does Not | Why Most Product Sucks and What Makes Truly Great Product
Oct 30, 2025 positive
Assertion Supported
O'Driscoll: Bret Taylor Forced Elon Musk to Complete $44B Twitter Acquisition
“For the second time in the last five years, he totally wanted as board chairman of Twitter, where he jammed that down Elon's throat for forty four billion dollars despite his opposition, and he won here today because he unraveled the mess and set it all up for…”
Rory O'Driscoll Oct 30, 2025 ▶ 8:05 OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
Jan 11, 2026 neutral
Disclosure
ElevenLabs co-founder Mati Staniszewski avoids Twitter in favor of in-person keynotes
“The way we think about it at 11 Labs, it's like, what channels really naturally resonate with the founders, and do they get really excited by? And so for us, Matty is fantastic in person, at large speaking events, at Fireside Chats, and so that's what he reall…”
Luke Harries Jan 11, 2026 ▶ 41:25 20Growth: The $6.6B Growth Engine Behind ElevenLabs | Why ElevenLabs Do Not Have PMs | The 7 Part Launch Playbook to Crush All Launches with Luke Harries, Head of Growth @ ElevenLabs
Jan 11, 2026
Disclosure
Stebbings personally DM'd his first 50,000 Twitter followers to build his newsletter
“For the first 50,000 Twitter followers I got, I personally DM'd everyone, and I suggested that they follow our newsletter as well.”
Harry Stebbings Jan 11, 2026 ▶ 26:06 20Growth: The $6.6B Growth Engine Behind ElevenLabs | Why ElevenLabs Do Not Have PMs | The 7 Part Launch Playbook to Crush All Launches with Luke Harries, Head of Growth @ ElevenLabs
Jan 11, 2026 bearish
Opinion
Stebbings: TBPN is the Clubhouse of our era with near-zero engagement retention
“I think it's Clubhouse of our era. And so they have brilliant channel market fit, which is they crush it on Twitter for very specific clips. When you look at any of their view rates, very little. When you look at their retention on engagement rates, fuck all.”
Harry Stebbings Jan 11, 2026 ▶ 47:21 20Growth: The $6.6B Growth Engine Behind ElevenLabs | Why ElevenLabs Do Not Have PMs | The 7 Part Launch Playbook to Crush All Launches with Luke Harries, Head of Growth @ ElevenLabs
Jan 11, 2026 bullish
Insight
Harries: Organic LinkedIn is today's most underappreciated tech growth channel
“The most underappreciated growth channel I see is organic LinkedIn. On Twitter, you're competing against the best writers in the world. You're competing against Harry Stebbings running shorts. Yeah, Bill Ackman. Like, it's really tough. On LinkedIn, you're com…”
Luke Harries Jan 11, 2026 ▶ 1:01:26 20Growth: The $6.6B Growth Engine Behind ElevenLabs | Why ElevenLabs Do Not Have PMs | The 7 Part Launch Playbook to Crush All Launches with Luke Harries, Head of Growth @ ElevenLabs
Feb 2, 2026 negative
Opinion
Zeev: Anti-rich sentiment is rising in America, following Europe
“I find that there is an increasing level of hating the successful, hating the rich. I see it on Twitter. I think in Europe it's even worse, but it's come to America, unfortunately.”
Oren Zeev Feb 2, 2026 ▶ 1:03:01 Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
Feb 28, 2026 positive
Assertion Not checkable as stated
Jerry Murdock: Insight Partners closed its Twitter investment in under 30 days
“We did that investment less than 30 days from the time I met the team and the time we closed, and it turned out to be a watershed investment for the company”
Jerry Murdock Feb 28, 2026 ▶ 51:09 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
Feb 28, 2026 negative
What-if
Jerry Murdock: Twitter would have been far better without VC politics
“Twitter could have been infinitely a more interesting company, but VCs got involved and created politics, and they fired Jack Dorsey early, and I don't know if that was right or wrong, but they created issues, and the company was pretty messed up.”
Jerry Murdock Feb 28, 2026 ▶ 50:22 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
Feb 28, 2026 neutral
Assertion Supported
Jerry Murdock: Twitter had 30 employees and zero revenue when Insight invested
“When I invested in Twitter in 2009 there was 30 something people, no revenue.”
Jerry Murdock Feb 28, 2026 ▶ 49:40 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
Apr 23, 2026 bullish
Opinion
O'Driscoll: Anthropic is a better standalone AI bet than xAI
“Would I prefer, on a standalone foundation model, lab bet, would you prefer to own Entropic than X.AI plus Cursor plus the Frankenstein of Twitter? Yeah, you would, but at least it's a full-stack story now.”
Rory O'Driscoll Apr 23, 2026 ▶ 19:16 Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
Apr 25, 2026 negative
Opinion
Masad: Venture capitalists have poor information landscapes because they live on Twitter
“Which why I think VCs don't have the best, I think, information landscape, because a lot of them just live on, on Twitter, but the world is much larger than that.”
Amjad Masad Apr 25, 2026 ▶ 30:12 Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
May 28, 2026 negative
Assertion Supported
Lemkin: X Revenue Has Shrunk 50% Since Musk's Acquisition
“Twitter's, Twitter's just, growth has fallen off, it's shrunk 50% since he bought it.”
Jason Lemkin May 28, 2026 ▶ 48:56 OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
Jun 1, 2026 negative
Assertion Not checkable as stated
Foody: Twitter perception of Mercor breach was far worse than internal reality
“There was this broad perception on Twitter that was much more exaggerated than what actually happened within the business.”
Brendan Foody Jun 1, 2026 ▶ 3:34 Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
Jul 6, 2026 bullish
Opinion
Mignano: Suno has unlimited upside potential like YouTube or TikTok
“So we believe that Suno has, you know, I'm using this term loosely, but unlimited upside potential. You know, if you look back at the history of media on the internet, and you think about the generational platforms that truly democratized a medium, right? YouT…”
Mike Mignano Jul 6, 2026 ▶ 57:04 Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
Jul 16, 2026 negative
Opinion
O'Driscoll: Real social media engagement remains on X rather than Threads
“As three inveterate Twitter junkies here, we know what the action is, and it ain't on threads, okay?”
Rory O'Driscoll Jul 16, 2026 ▶ 0:00 Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
Aug 22, 2026 negative
Assertion Partly supported
Murdock: Flipboard Turned Down ~$1B Acquisition Bids From Twitter and ByteDance
“They had two bidders going for them at the time. And that was very, very interested in them at around, I'll say within 20% of that number, and, ah, one of them was Twitter, and the other one was TikTok, the founder of ByteDance, and founder just, you know, he …”
Jerry Murdock Aug 22, 2026 ▶ 42:10 The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
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