Wall Street

16 statements across 15 episodes · 7 bullish · 7 bearish · 14 people on the record · first statement Oct 31, 2016 by Mamoon Hamid · said 237 times in 127 episodes since 2015 · across every show →

Mentions by year

brought up most by Harry Stebbings (73), Jason Lemkin (15), Rory O'Driscoll (14), Roger Ehrenberg (13), Tarek Mansour (6), Leore Avidar (6), Bill Gurley (5), Mitchell Green (4)

tap a year for its mentions
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01325201520162017201820192020202120222023202420252026episodes it came up in
00213425201520162017201820192020202120222023202420252026episodesmentions per episode
2026 37 mentions in 14 episodes 3 per episode
2025 43 mentions in 24 episodes 2 per episode
2024 34 mentions in 18 episodes 2 per episode
2023 22 mentions in 12 episodes 2 per episode
2022 18 mentions in 14 episodes 1 per episode
2021 22 mentions in 13 episodes 2 per episode
2020 5 mentions in 5 episodes 1 per episode
2019 10 mentions in 3 episodes 3 per episode
2018 17 mentions in 7 episodes 2 per episode
2017 12 mentions in 6 episodes 2 per episode
2016 8 mentions in 7 episodes 1 per episode
2015 9 mentions in 4 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Wall Street, oldest first

Oct 31, 2016 negative
Insight
Hamid: Public Market Scrutiny Stops Tech Companies From Pursuing Bold Experiments
“When money is available at will at great valuations for these companies so that they can experiment and do autonomous vehicles and You know, when you spend five hundred million on a project that Wall Street just like, this is stupid, and why are you doing this…”
Mamoon Hamid Oct 31, 2016 ▶ 22:30 20VC: Social Capital's Mamoon Hamid on Disrupting The Venture Model & Advancing Humanity By Solving The World's Toughest Problems
Dec 11, 2017 neutral
Opinion
Carlson-Wee: Crypto fund investing is not a zero-sum game
“Well, I actually don't really view other crypto funds as competitors. The reason being that this is not a zero-sum game like much of Wall Street feels like it is. If you're a derivatives trader on Wall Street, if you win, somebody else loses directly. In this …”
Olaf Carlson Wee Dec 11, 2017 ▶ 7:11 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
Dec 11, 2017 negative
Insight
Carlson-Wee: Avoid opportunistic Wall Street transplants when backing crypto tech funds
“I'd look for people that have been in this ecosystem for a long time. I'd look for people that have deep technical expertise in this subject matter. I'd look for people that have solid networks among relevant people in this ecosystem. I would avoid Folks that …”
Olaf Carlson Wee Dec 11, 2017 ▶ 7:56 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
Jul 9, 2018 bullish
Prediction Not checkable as stated
Flint: Technology platforms will transform venture capital just like Wall Street
“I think just in the same way that Wall Street has been transformed by technology over the last decade and platform businesses have built, I think you'll see the same thing in Silicon Valley, where technology will transform it and platforms will be built.”
Pete Flint Jul 9, 2018 ▶ 31:14 20VC: Lessons From 2x $Bn Exits in Trulia and lastminute.com, 3 Leading Indicators That Suggest Potential Marketplace Success & Why We Are Going To See A Fundamental Change To The World of VC with Pete Flint, Managing Partner @ NFX
Jan 4, 2021 negative
Assertion Supported
Gurley: SaaS valuation multiples of 20-40x revenue match 1999 bubble
“And we're seeing, you know, not since oh one, we're seeing unprecedented valuations, you know, these SAS companies, 20, 30, 40 times revenue, which hasn't happened since, since 99, 2000.”
Bill Gurley Jan 4, 2021 ▶ 6:55 20VC: Bill Gurley and Howard Marks: What Happened In 2020? What Can We Expect Looking Forward to 2021?
Apr 3, 2023 positive
Opinion
Tobi Lütke: Legitimate short sellers provide a valuable market service
“I think short, short sellers are an important part of the market. I go after one specific one who's like a, like short and distorted bad faith actor, who is like this end to a left fool, who is like just unbelievable, that guy. So I, this is just like, Hey, if…”
Tobi L–tke Apr 3, 2023 ▶ 46:26 Shopify CEO Tobi Lütke: Remote Work vs In-Person; The Benefit of Setting Constraints | E997 · 20VC with Harry Stebbings
Aug 7, 2023 bullish
Prediction Not checkable as stated
Khosla: AI progress will advance steadily regardless of Wall Street sentiment
“I think the progress of AI applications in utility for society will go on a steady pace based on technical capability and entrepreneurial interest in it, not what Wall Street or investors think about it.”
Vinod Khosla Aug 7, 2023 ▶ 3:37 Vinod Khosla: How AI Impacts Healthcare, Energy, Geo-Politics, Media and Climate Change | E1045 · 20VC with Harry Stebbings
Sep 27, 2023 negative
Opinion
Late-stage startup boards offer no space for mental health discussions
“If you think about the type of funds and capital managers and people you deal with at a late stage growth startup, I mean, there's probably as much space to have that mental health conversation as there is on Wall Street in general, which is not a lot, right?”
Christian Lanng Sep 27, 2023 ▶ 9:54 Christian Lanng: "How Being a Founder Almost Killed Me" | E1065 · 20VC with Harry Stebbings
Dec 22, 2023 positive
Assertion Supported
Deckers told Wall Street in 2016 it would prioritize profitability over revenue
“We told the street we're going to pull back on revenue growth, but we're going to improve our profit profile.”
Dave Powers Dec 22, 2023 ▶ 36:25 Dave Powers: The Meteoric Rise of Hoka Running | E1098 · 20VC with Harry Stebbings
Feb 19, 2024 negative
Opinion
Ehrenberg: Wall Street and Hedge Fund Culture Is Corrosive
“Knives were never sharper in terms of, you know, the politics, whether it's inside hedge funds or at the top of wall street, because the pie is big and people in those cultures want as much of the pie as they possibly can. And I just found that culture corrosi…”
Roger Ehrenberg Feb 19, 2024 ▶ 1:39 Roger Ehrenberg: Why VC Returns Will Get Worse & Why LP Incentive Structures are so Broken | E1117 · 20VC with Harry Stebbings
Jun 5, 2024 negative
Opinion
Srinivas: Google failed to align user experience and shareholder interests
“This is where Google got it wrong because asymptotically they couldn't achieve that alignment between the user that is you using Google and the shareholder. Wall Street loves it when Google puts more ads. You hate it.”
Aravind Srinivas Jun 5, 2024 ▶ 40:16 Aravind Srinivas:Will Foundation Models Commoditise & Diminishing Returns in Model Performance|E1161 · 20VC with Harry Stebbings
Dec 4, 2024 bullish
Opinion
Arison: Grindr deserves social network valuation multiples over dating app comps
“We shouldn't be just comped to dating apps when they talk about kind of what the multiple on the stock should be. That we should be comped as much as to social network products and comps as much as we're comped to dating products.”
George Arison Dec 4, 2024 ▶ 35:17 George Arison, Grindr CEO: How Grindr Built a Free Flow Cash Machine | E1234 · 20VC with Harry Stebbings
May 1, 2025
Insight
Lemkin: Founders disliking Wall Street should step down 12 months pre-IPO
“If you're a founder and you like big teams and you like scaling, but you don't want to do the IPO, leaving 12 months before the IPO is the right time, right? The market's not going to be shocked, and you like scaling, you like people, you just don't want to de…”
Jason Lemkin May 1, 2025 ▶ 32:42 What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
Dec 8, 2025 negative
Opinion
Mansour: Traditional financial markets are rigged in favor of Wall Street
“The current financial markets, they don't relate to a lot of people like, you know, trading stocks or options or futures, like people don't really understand them. And the game is sort of rigged. It's rigged on behalf of like for Wall Street against Main Stree…”
Tarek Mansour Dec 8, 2025 ▶ 21:05 Kalshi CEO Tarek Mansour on Raising $1BN, CNN and CNBC Deals & the Polymarket Feud · 20VC with Harry Stebbings
May 7, 2026 positive
Insight
Lemkin: Public tech companies should spend all cash when markets permit
“When wall street lets you spend, it doesn't punish your stock. You should spend every dollar on the balance sheet. They'll let you because you'll build it back up, but it's trapped when growth slows”
Jason Lemkin May 7, 2026 ▶ 16:12 Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
Sep 3, 2026 bullish
Assertion Supported
Nvidia Projected 70% Revenue Growth for Fiscal Year Ending Jan 2028
“And also, they took the rare step of projecting 70% revenue growth for next fiscal year, ending Jan 20 28, way above the 44% street expected.”
Harry Stebbings Sep 3, 2026 ▶ 5:52 NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
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