Ukraine

16 statements across 13 episodes · 2 bullish · 7 bearish · 13 people on the record · first statement Jun 11, 2015 by Doug Scott · said 108 times in 43 episodes since 2015 · across every show →

Mentions by year

brought up most by Fabrice Grinda (15), Harry Stebbings (14), Torsten Reil (12), Joe Lonsdale (5), Taavet Hinrikus (4), Matthew Steckman (4), Matt Grimm (4), Shaun Maguire (3)

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2026 8 mentions in 3 episodes 3 per episode
2025 16 mentions in 7 episodes 2 per episode
2024 51 mentions in 16 episodes 3 per episode
2023 8 mentions in 5 episodes 2 per episode
2022 22 mentions in 9 episodes 2 per episode
2019 1 mention in 1 episode
2018 1 mention in 1 episode
2015 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Ukraine, oldest first

Jun 11, 2015 negative
Disclosure
Scott killed offshore development teams to increase startup speed
“We've also, internally, we had a big team in the Ukraine and Poland, and we've almost killed most of our external dev, mainly because the speed of development.”
Doug Scott Jun 11, 2015 ▶ 5:54 20 VC 044: Dominating AngelList Syndicates with Doug Scott
Oct 16, 2023
Disclosure
Cloudflare detected Russian cyber probing in Dec 2021 and warned governments
“We detected in December of 2021 the early indicia of Russia probing in a way that was similar to how they probed before they went into Georgia, before they went into Crimea, when they got more involved in Syria, and, you know, briefed government officials in b…”
Matthew Prince Oct 16, 2023 ▶ 13:33 Matthew Prince: The Two Biggest Mistakes Every Founder Makes | E1072 · 20VC with Harry Stebbings
Oct 16, 2023
What-if
Prince: Without Cloudflare, Ukrainian Defense and Global Communications Would Have Struggled
“Had we not done that, it would have been much harder for President Zelenskyy to get, get the message out on what was happening. It would be much harder to see what was happening on the front. It would be much harder to see the atrocities that the Russians Cont…”
Matthew Prince Oct 16, 2023 ▶ 14:29 Matthew Prince: The Two Biggest Mistakes Every Founder Makes | E1072 · 20VC with Harry Stebbings
Jan 17, 2024
Assertion Not checkable as stated
Many military drones used in Ukraine are single-use, requiring no sustainment
“Many of these drones are single-use drones, so there is no sustainment.”
Shyam Sankar Jan 17, 2024 ▶ 37:23 Shyam Sankar: The Broken Incentive Structure of How Governments Buy Defence | E1104 · 20VC with Harry Stebbings
Apr 5, 2024 negative
Opinion
Mario Schlosser slams Silicon Valley's life-and-death rhetoric around startup struggles
“Sometimes the rhetoric and Silicon Valley of like, oh my God, life and death, whatever, is also just fucking stupid. Like none of us is, you know, gonna get shot at in the trenches of Ukraine if our stock price goes down.”
Mario Schlosser Apr 5, 2024 ▶ 32:14 Mario Schlosser: "How to Deal with a 94% Decline in Market Cap" | E1136 · 20VC with Harry Stebbings
Apr 10, 2024 negative
Prediction Not checkable as stated
Ryan: A Trump victory would result in Ukraine concessions and corruption
“The single thing that I'm concerned about is Trump winning on multiple dimensions, giving away Ukraine you know, Supreme Court justices, very, very, very poor execution of every aspect of government a level of corruption. That I think would follow.”
Kevin Ryan Apr 10, 2024 ▶ 1:07:27 Kevin Ryan: Are the Best CEOs the Best Fundraisers & Why Ownership Should Not Be a Focus in VC|E1138 · 20VC with Harry Stebbings
Aug 12, 2024 neutral
Opinion
Maguire: Ukraine should agree to ceasefire and cede territory to Russia
“So I actually think that the thing that's in Ukraine's interest is to have a ceasefire and unfortunately seed some of the Eastern territory You know, and, but have some, there needs to be some security guarantee with teeth that is not NATO, but it's something …”
Shaun Maguire Aug 12, 2024 ▶ 1:04:16 Shaun Maguire: Why Iran is the World's Greatest Evil & Trump is the Only Hope for Peace | E1189 · 20VC with Harry Stebbings
Aug 12, 2024 negative
Opinion
Maguire: US completely botched its initial response to Ukraine war
“It's a war in Ukraine where America could not have botched the initial response more.”
Shaun Maguire Aug 12, 2024 ▶ 0:27 Shaun Maguire: Why Iran is the World's Greatest Evil & Trump is the Only Hope for Peace | E1189 · 20VC with Harry Stebbings
Nov 11, 2024
Prediction Didn’t hold up
Grimm predicts Russia-Ukraine negotiated settlement within the next year
“My guess is that and it's a complete conjecture here. I have no insider information whatsoever, but my guess is that we see some sort of detente or some sort of negotiated settlement take place probably over the next year would be my guess. And if I had to bet…”
Matt Grimm Nov 11, 2024 ▶ 10:42 Matt Grimm, Co-Founder @Anduril: How a Trump Administration Changes the Defence Industry | E1224 · 20VC with Harry Stebbings
Nov 13, 2024 negative
Opinion
Markus Villig: People have largely forgotten about the war in Ukraine
“I think that there's a lot of things going on well in the world of technology, but I think it's absolutely insane that we have war going on in Europe. Russia attacking Ukraine, killing people, and everybody's just basically forgotten about it.”
Markus Villig Nov 13, 2024 ▶ 1:23:59 Markus Villig, Founder @Bolt: The Most Insane Story in Startups & The Future of Self-Driving| E1225 · 20VC with Harry Stebbings
Dec 11, 2024
Assertion Partly supported
Torsten Reil: Ukraine and Russia each produce 1.5M FPV drones annually
“I believe Ukraine is, is building one and a half million FPV drones, the small first person view drones, drones a year. I think Russia is building roughly the same.”
Torsten Reil Dec 11, 2024 ▶ 41:55 Torsten Reil, Helsing Founder: Raising $828M to Build the Defence Champion of Europe | E1237 · 20VC with Harry Stebbings
Dec 11, 2024
Assertion Not checkable as stated
Helsing's 2021 pitch deck predicted invasions of Ukraine and Taiwan
“When we started Helsing in March, 2021, we actually put one of our slides that we thought there were going to be two galvanizing events. One of them was going to be an invasion of Ukraine by Russia, the other one an invasion of Taiwan by China.”
Torsten Reil Dec 11, 2024 ▶ 0:00 Torsten Reil, Helsing Founder: Raising $828M to Build the Defence Champion of Europe | E1237 · 20VC with Harry Stebbings
Dec 16, 2024 positive
What-if
Hoffman: Ukraine's initial defense would have failed without Starlink
“And by the way, the initial defense of Ukraine would not have worked without Starlink.”
Reid Hoffman Dec 16, 2024 ▶ 33:59 Reid Hoffman, LinkedIn & Paypal Founder: Trump Administration, Elon Musk and DOGE | E1239 · 20VC with Harry Stebbings
Apr 28, 2025 negative
Prediction Open · timeframe Apr 2030
Hinrikus: Russia will attempt to attack another European country
“I think it's a very serious, very real concern. We should be living under the assumption that whatever happened in Ukraine now, Russia will try in another country over the next years, and we need to be ready for this.”
Taavet Hinrikus Apr 28, 2025 ▶ 50:09 Plural Partner, Taavet Hinrikus: Why Founders Will Realise Multi-Stage Funds Damage Seed Rounds · 20VC with Harry Stebbings
May 1, 2025 bullish
Prediction Not checkable as stated
Grinda: Ukraine could become the manufacturing hub for defense technology
“I'm investing a lot actually in Ukrainian defense startups, because I think my vision is that Ukraine could become the manufacturing hub for defense.”
Fabrice Grinda May 1, 2025 ▶ 1:12:31 What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
Mar 23, 2026 negative
Prediction Not checkable as stated
Steckman: Defense startups myopically focused on the Ukraine war will fail
“If those companies are myopically focused on that conflict, they will not have a business coming out the other end.”
Matthew Steckman Mar 23, 2026 ▶ 37:25 99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman · 20VC with Harry Stebbings
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