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Zoom

also referred to as: zooms

includes Zoom Workplace

59 statements across 40 episodes · 22 bullish · 17 bearish · 36 people on the record · first statement May 21, 2018 by Dan Scheinman · said 1,022 times in 287 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by Harry Stebbings (636), Jason Lemkin (27), Jake Saper (15), Kurt Rathmann (9), Mitch Tarica (8), David Frankel (8), Santi Subotovsky (7), Pat Grady (7)

tap a year for its mentions
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025502017201820192020202120222023202420252026episodes it came up in
0052510502017201820192020202120222023202420252026episodesmentions per episode
2026 41 mentions in 22 episodes 2 per episode
2025 103 mentions in 40 episodes 3 per episode
2024 70 mentions in 35 episodes 2 per episode
2023 45 mentions in 29 episodes 2 per episode
2022 94 mentions in 40 episodes 2 per episode
2021 58 mentions in 28 episodes 2 per episode
2020 359 mentions in 50 episodes 7 per episode
2019 36 mentions in 12 episodes 3 per episode
2018 140 mentions in 22 episodes 6 per episode
2017 76 mentions in 9 episodes 8 per episode

every mention, scene by scene, with the transcript →

Everything said about Zoom, oldest first

May 21, 2018 positive
Assertion Not checkable as stated
Eric Yuan received 2,000 resumes within a week of leaving Cisco
“Eric said to me, he said he had about, I think it was about 3000 people who worked for him, And within a week of leaving, he had 2000 resumes in his inbox of people who wanted to work for him.”
Dan Scheinman May 21, 2018 ▶ 16:56 20VC: Why The Days of Spray and Pray at Seed Are Over, How To Compete In A World of Sequoia Seed Funds & Why Price Doesn't Matter with Dan Scheinman, Angel Investor @ Zoom & Arista Networks
May 21, 2018 bullish
Disclosure
CyCognito's pitch was the best angel presentation Dan Scheinman saw since Zoom
“First, it was the single best angel presentation I had seen since Zoom”
Dan Scheinman May 21, 2018 ▶ 28:01 20VC: Why The Days of Spray and Pray at Seed Are Over, How To Compete In A World of Sequoia Seed Funds & Why Price Doesn't Matter with Dan Scheinman, Angel Investor @ Zoom & Arista Networks
May 21, 2018
Insight
The biggest sin in venture investing is missing outlier winners
“The biggest sin is missing that 10% deal that's the huge winner, right? Because no amount of mediocre kind of deals can make up for missing Uber or whatever, Zoom or Arista or whatever you want to say. No amount of things can make up for missing something that…”
Dan Scheinman May 21, 2018 ▶ 21:20 20VC: Why The Days of Spray and Pray at Seed Are Over, How To Compete In A World of Sequoia Seed Funds & Why Price Doesn't Matter with Dan Scheinman, Angel Investor @ Zoom & Arista Networks
May 21, 2018 bullish
Disclosure
Dan Scheinman wrote a seed check to Eric Yuan before seeing a pitch
“And so at that moment, to be honest, I didn't even care what he was doing. I said, I'm going to write you a check. I'm in because you're the kind of leader that it almost doesn't matter what you're building. I believe in you. And I did write him a check”
Dan Scheinman May 21, 2018 ▶ 17:18 20VC: Why The Days of Spray and Pray at Seed Are Over, How To Compete In A World of Sequoia Seed Funds & Why Price Doesn't Matter with Dan Scheinman, Angel Investor @ Zoom & Arista Networks
Jul 1, 2019 neutral
Disclosure
Sequoia spent over two years courting Zoom founder Eric Yuan
“We spent more than two years getting to know Eric Yuan at Zoom before we finally had a chance to get into business with him.”
Pat Grady Jul 1, 2019 ▶ 25:15 20VC: Sequoia's Pat Grady on What Sequoia Is Focused On Today, How Sequoia Think About Investment Decision-Making Processes & Why It Is Important To Trade A Few Points of Efficiency for Culture When It Comes To Attribution
Jul 15, 2019 positive
Insight
Subotovsky: Zoom founder Eric Yuan prioritized fit over maximizing valuation
“Eric has always been this incredible human being focused on the right thing and not focused on, oh, I want to get the best customer or the best deal or the best valuation or the best pricing. He's always focused on finding the right customer, the right valuati…”
Santi Subotovsky Jul 15, 2019 ▶ 12:10 20VC: Zoom From Series A to IPO, How VCs Can Provide CEOs with Additional Leverage and Why The Negative Effects of Signalling Are Very Real with Santi Subotovsky, General Partner @ Emergence Capital
Dec 6, 2019 positive
Insight
Schalit: Pure SaaS margins beat tech-enabled physical businesses on profitability
“When you think about some of the very large public or non-public companies like, you know, ride sharing and office space sharing, these are tech-enabled companies for which technology is somewhat important, but that structurally have very low gross margins bec…”
Emmanuel Schalit Dec 6, 2019 ▶ 17:08 20VC: Why Raising A Mega-Round Makes Your Life Harder Not Easier, Why Your Board Is Not Your Boss and Lessons on Successful Board Management & The Biggest Breakpoints in Company Scaling with Emmanuel Schalit, Founder & CEO @ Dashlane
Jan 10, 2020 negative
Disclosure
Stebbings refuses to conduct introductory founder meetings over Zoom
“I don't even do first calls via zoom. I just can't get the full measure of someone by zoom, even in the first meeting where I still think it's like crucial.”
Harry Stebbings Jan 10, 2020 ▶ 29:14 20VC: Raising $105m in Just 13 Months Over 3 Separate Rounds, The 5 Core Ways VCs Can Add Value & How Founders Can and Should Fully Leverage Their Cap Table with Kurt Rathmann, Founder & CEO @ ScaleFactor
Apr 14, 2020 negative
Assertion Supported
DHH: Zoom's Hidden Web Server Forced Apple to Issue Emergency Patch
“All the shit that they've done that's kind of on the sly, whether it was last year when they installed this uninstallable web server, just because they wanted to save a click, right? And then Apple all of a sudden had to release this emergency fix to remove th…”
David Heinemeier Hansson Apr 14, 2020 ▶ 45:00 20VC: Basecamp Founder David Heinemeier Hansson on Why It Is The Biggest BS To Chase Being A Unicorn, His Relationship to Wealth and Status and Why Now More Than Ever It Is A Myth Entrepreneurs Have To Raise VC
Apr 14, 2020 negative
Opinion
DHH: Zoom's Mission Statement to 'Deliver Happiness' Is Vapid
“Before we hit record, we were talking briefly about Zoom, and I just fell over this yesterday, and I think the Zoom mission statement is deliver happiness or some bland shit like that, and you're like, this is exactly what I'm talking about. Any organization t…”
David Heinemeier Hansson Apr 14, 2020 ▶ 23:42 20VC: Basecamp Founder David Heinemeier Hansson on Why It Is The Biggest BS To Chase Being A Unicorn, His Relationship to Wealth and Status and Why Now More Than Ever It Is A Myth Entrepreneurs Have To Raise VC
Apr 20, 2020 positive
Assertion Partly supported
Zoom grew from 10M to 200M daily active users in three months
“I mean, look at zoom going from. Ten million monthly actives to two hundred million or daily actives, two hundred million in three months time.”
Mark Suster Apr 20, 2020 ▶ 11:05 20VC: Upfront's Mark Suster on COVID Redefining What A Great Company Looks Like and What Valuations Look Like, Why Pay-To-Play Is Back On The Table & Why We Will See The Death of Party Rounds
May 1, 2020 negative
Insight
Back-to-Back Zoom Meetings Destroy Remote Creative Time, Says Wayne Chang
“It's really important that everyone doesn't have just zoom meetings just blocked out throughout the day. That's the worst way to work. That means you're basically replacing The best of remote, which is your ability to form around the objectives, with the worst…”
Wayne Chang May 1, 2020 ▶ 13:47 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 15, 2020 negative
Insight
Kunst: Flat growth during a sector tailwind signals poor startup execution
“If Zoom's daily average users went from ten million to two hundred million, right, which is a twenty-x increase, I don't expect you to be at two hundred million daily active users if you are a seed stage startup, but if you are a startup in a similar space and…”
Sarah Kunst May 15, 2020 ▶ 20:50 20VC: Sarah Kunst on Why There Is Plenty Of Investor Money Still Available, The Megan Markle Effect and How It Impacts Hiring and Talent & Whether GP Commits Prevent Diversity and Inclusion
Jun 5, 2020 positive
Insight
Erickson: Google and Zoom succeeded by building faster horses
“Sometimes users want a faster horse. Google and Zoom are both great examples of that.”
Daniel Erickson Jun 5, 2020 ▶ 16:14 20VC: How To Scientifically Measure Product-Market Fit, How To Efficiently and Accurately Segment Users Into Cohorts, Why Investors Analysing CAC's at Pre-Seed Is Not Useful & How To Determine Between Customer Feedback to Accept vs Reject with Daniel Eric
Dec 28, 2020 negative
Insight
Clark: Phone calls build more intimacy with founders than Zoom
“Something about Zoom, while you get some visual cues, it also kind of creates this sense of, like, we have to be, like, working on this topic and whatever, yeah, and something about being on the phone puts people more concentrated, more focused on that person,…”
Quentin Clark Dec 28, 2020 ▶ 13:25 20VC: Lessons From Working with Bill Gates, How To Lead Without Authority and The Difference Between Leadership and Management & How Fundraising Changes In A COVID World with Quentin Clark, Managing Director @ General Catalyst
Jan 25, 2021
Assertion Not checkable as stated
Libin: mmhmm started as a joke to make Zoom calls less boring
“It started as a joke, just as a way to make our life on video a little bit less boring. So we just started goofing around with backgrounds and pictures and things you can do in Zoom, and pretty soon it became a product.”
Phil Libin Jan 25, 2021 ▶ 4:03 20VC: Evernote & mmhmm Founder Phil Libin on Why We are Beginning a Multi-Trillion Dollar Restructuring of the World, Why Shortcuts are the Biggest Mistakes Startups Make & The Future of Video and The Unbundling of Zoom
Sep 14, 2021 positive
Disclosure
Leone: Zoom took Sequoia's investment specifically to get partner Carl Eschenbach
“So why were we invested in Zoom? I can tell you that Eric Wan didn't need money, but he needed a Carl Leschenbach.”
Doug Leone Sep 14, 2021 ▶ 29:02 20VC: Sequoia's Doug Leone on What Has Been Instrumental To Scaling Sequoia Over Generations, How Sequoia Think About International Expansion and What They Learned From China and India & Why When You Lose Pre-Seed You Become Private Equity
Oct 14, 2021 positive
Assertion Contradicted
CrowdStrike was the third fastest-growing enterprise software company to IPO
“I think we were the third fastest growth company to ever IPO behind like Zoom and Salesforce.”
George Kurtz Oct 14, 2021 ▶ 11:09 20VC: Crowdstrike Founder, George Kurtz on Scaling to a $60Bn Market Cap, How to Acquire and Retain the World's Best Talent & The Right Way to View Competition in Today's Market?
Nov 11, 2021 negative
Disclosure
Brian Singerman has stopped investing in startup founders over Zoom
“I can't do it on Zoom, and I, therefore, I'm not really doing Zoom investing anymore, period.”
Brian Singerman Nov 11, 2021 ▶ 17:09 20VC: The Anduril Memo: Founders Fund's Brian Singerman on What Makes Palmer Luckey One of the Greatest Innovators in History, Why It Is BS The DOD Do Not Want To Work With Silicon Valley & Why in Venture You Have To Play A Different Game to the Hedge Fun
Nov 15, 2021
Disclosure
Thrive Capital invests across pre-IPO, public equity, take-privates, and incubations
“We do pre-IPO rounds like Zoom or Zillow in the public markets, or spinning Vimeo out of I see you're taking Collector's Universe private, took that company private, and we actually build companies as well.”
Kareem Zaki Nov 15, 2021 ▶ 7:54 20VC: Thrive Capital's Kareem Zaki on The One Rule That Drives Investment Decision-Making and Focus at Thrive, Why Every Large Institution Will Enter Venture Capital Over the Next Decade and How To Create a Firm Culture That Attracts The Best Young Talent
Feb 7, 2022 negative
Insight
Frankel: Remote VC work makes rigorous investment discipline tougher
“Doing all of this on Zoom, in some ways, I would say there's this kind of convenience over connection. So if you like getting stuff done, it's very convenient. But if you miss people, the connection stuff's difficult. And wrestling stuff to the ground, which i…”
David Frankel Feb 7, 2022 ▶ 28:46 20VC: Biggest Lessons and Challenges Building One of the Most Successful Seed Funds, How To Manage Investor Psychology, Self-Doubt and Insecurity & The Secret to Truly Successful Venture Partnerships with David Frankel, Co-Founder @ Founder Collective
Apr 27, 2022 positive
Assertion Not checkable as stated
Tarica: Zoom CEO Eric Yuan joins quarter-close customer sales meetings
“Eric has led by example from the minute he started at Zoom up until I was on customer meetings with Eric as we closed the quarter.”
Mitch Tarica Apr 27, 2022 ▶ 6:13 20 Sales: Zoom's Head of North America Sales on When To Hire a Head of Sales, Why You Should Hire a Head of Sales Before Sales Reps, The 3 Traits to Look for When Hiring Sales Reps & What Sales Leaders Can Do To Make Their Sales Team Feel Like They Are Wi
Apr 27, 2022 positive
Insight
Tarica: Tiered compensation multipliers drive sales reps to push past quotas
“Sales reps are going to feel like if I'm just doing everything I can, I'm coming to the end of a closing period And I just don't see the finish line. There is an innate feeling emotion that will say, you know what, I'm going to give up and I'm going to go atta…”
Mitch Tarica Apr 27, 2022 ▶ 26:43 20 Sales: Zoom's Head of North America Sales on When To Hire a Head of Sales, Why You Should Hire a Head of Sales Before Sales Reps, The 3 Traits to Look for When Hiring Sales Reps & What Sales Leaders Can Do To Make Their Sales Team Feel Like They Are Wi
Apr 27, 2022 bullish
Assertion Partly supported
Tarica: Zoom doubled overall headcount and sales team size during pandemic
“Our company has doubled in size, and you know, our sales team has doubled in size.”
Mitch Tarica Apr 27, 2022 ▶ 21:31 20 Sales: Zoom's Head of North America Sales on When To Hire a Head of Sales, Why You Should Hire a Head of Sales Before Sales Reps, The 3 Traits to Look for When Hiring Sales Reps & What Sales Leaders Can Do To Make Their Sales Team Feel Like They Are Wi
Apr 27, 2022
Assertion Supported
Tarica: Zoom CEO gave 'Speed of Trust' book to all employees
“Eric has given out that book to every employee in the company. We were all asked to read it. We've been asked to share things about it.”
Mitch Tarica Apr 27, 2022 ▶ 11:08 20 Sales: Zoom's Head of North America Sales on When To Hire a Head of Sales, Why You Should Hire a Head of Sales Before Sales Reps, The 3 Traits to Look for When Hiring Sales Reps & What Sales Leaders Can Do To Make Their Sales Team Feel Like They Are Wi
Apr 27, 2022
Disclosure
Tarica: Zoom runs a month-long onboarding process for new sales reps
“At Zoom, we have a month long onboarding process for all of our newest sales hire. Each week we focus on a topic. It's either product, it's either sales process, role-specific knowledge.”
Mitch Tarica Apr 27, 2022 ▶ 21:21 20 Sales: Zoom's Head of North America Sales on When To Hire a Head of Sales, Why You Should Hire a Head of Sales Before Sales Reps, The 3 Traits to Look for When Hiring Sales Reps & What Sales Leaders Can Do To Make Their Sales Team Feel Like They Are Wi
Apr 27, 2022 positive
Opinion
Tarica: Keeping founders involved in sales is better than excluding them
“Giving away the Zoom secret sauce here a bit, I think as long as the founder knows how to properly Delegate and the founder can truly trust their team. I think keeping the founder in more than keeping them out is more beneficial.”
Mitch Tarica Apr 27, 2022 ▶ 10:47 20 Sales: Zoom's Head of North America Sales on When To Hire a Head of Sales, Why You Should Hire a Head of Sales Before Sales Reps, The 3 Traits to Look for When Hiring Sales Reps & What Sales Leaders Can Do To Make Their Sales Team Feel Like They Are Wi
Apr 27, 2022 negative
Insight
Tarica: Setting sales quotas too high causes reps to delay deals
“You're going to make a bet that people are going to go overachieve against that, but if you set it too high, people will give up and wait till the next period close.”
Mitch Tarica Apr 27, 2022 ▶ 27:21 20 Sales: Zoom's Head of North America Sales on When To Hire a Head of Sales, Why You Should Hire a Head of Sales Before Sales Reps, The 3 Traits to Look for When Hiring Sales Reps & What Sales Leaders Can Do To Make Their Sales Team Feel Like They Are Wi
Apr 27, 2022
Disclosure
Tarica: Zoom holds quarterly feedback sessions across seven business segments
“I actually just did a session, what I call voice of the rep. I do it every quarter. I pull two different people from every segment in the business. I have seven segments, and we pull new hires and veterans together.”
Mitch Tarica Apr 27, 2022 ▶ 22:01 20 Sales: Zoom's Head of North America Sales on When To Hire a Head of Sales, Why You Should Hire a Head of Sales Before Sales Reps, The 3 Traits to Look for When Hiring Sales Reps & What Sales Leaders Can Do To Make Their Sales Team Feel Like They Are Wi
Apr 27, 2022
Disclosure
Tarica: Zoom conducts weekly 90-minute cross-functional deal reviews
“We also conduct large deal reviews at the manager level every single week. We draw an MRR threshold. And we bring the management team in every week, and we hold our managers accountable and expect our managers to review these top deals every week in these sess…”
Mitch Tarica Apr 27, 2022 ▶ 29:31 20 Sales: Zoom's Head of North America Sales on When To Hire a Head of Sales, Why You Should Hire a Head of Sales Before Sales Reps, The 3 Traits to Look for When Hiring Sales Reps & What Sales Leaders Can Do To Make Their Sales Team Feel Like They Are Wi
May 18, 2022 bullish
Insight
Calendar invites represent an underappreciated viral growth vector in B2B SaaS
“It really is like a fundamental viral mechanism of like meeting people through calendar entries and one-to-one meetings, especially in this remote work world. So I think it's kind of under reflected on viral opportunity that's still really prescient today.”
Darius Contractor May 18, 2022 ▶ 48:58 20Growth: Five Signs of Top Growth Talent and How to Detect Them, How to Structure and Conduct the Most Efficient Customer Discovery Process & The Framework to Determine Your North Star and When To Change it with Darius Contractor, Former VP Growth @ Airt
Jul 27, 2022 positive
Assertion Not checkable as stated
Tarika: Zoom CEO Eric Yuan Still Joins Customer Sales Meetings
“Eric has led by example. From the minute he started at Zoom up until I was on customer meetings with Eric as we closed the quarter, I've had the pleasure to work for some founders throughout most of my career. They have all been very, very involved from the on…”
Mitch Tarica Jul 27, 2022 ▶ 27:56 20VC: The Memo: What is a Sales Playbook? Does the Founder Need to Create It? Should the First Sales Hire Be a Leader or a Rep?
Sep 1, 2022 neutral
Assertion Not checkable as stated
Pearl: Every major PLG company must add direct sales
“Every iconic PLG company, whether it's Slack or Dropbox or Asana or Zoom, you know, at some point they have to add on that sort of direct selling motion to complement the PLG business.”
Annie Pearl Sep 1, 2022 ▶ 10:17 Calendly CPO Annie Pearl: Hiring Advice for Product; Calendly's Second Product | 20VC #921 · 20VC with Harry Stebbings
Nov 14, 2022 bullish
Insight
Wood: Zoom and Microsoft lead enterprise comms cloud rip-and-replace cycle
“It and Microsoft are the two beneficiaries of the first rip and replace cycle that we've seen in the enterprise communication space since the early nineties when Cisco was building out the internet now, but that was on-prem and hardware oriented. Now we're mov…”
Cathie Wood Nov 14, 2022 ▶ 55:49 Cathie Wood: Elon & Twitter; Why Facebook is a Value Stock Now; ARK's Performance | 20VC #949 · 20VC with Harry Stebbings
May 12, 2023 neutral
Opinion
Delangue: VC Interest in AI Lags Behind Years of Massive Usage
“The VC and the mainstream interest is kind of like a catch up on the reality. Because if you look at usage of AI, it's been massive and it's been growing massively for the past, you know, three years, right? Even before, before ChatGPT, even before like, you k…”
Clément Delangue May 12, 2023 ▶ 5:25 Clem Delangue: The Ultimate Guide to Investing in AI; Elon's Threat to Sue OpenAI | E1013 · 20VC with Harry Stebbings
Jan 12, 2024 negative
Opinion
Rabois: COVID-era Zoom speed-dating in venture capital was a disaster
“Speed dating during COVID was a disaster for everybody. It wasn't good for founders to do Zoom-based investing. It wasn't good for investors”
Keith Rabois Jan 12, 2024 ▶ 47:03 Keith Rabois on Rejoining Khosla Ventures | E1102 · 20VC with Harry Stebbings
Apr 12, 2024 bearish
Prediction Not checkable as stated
Blond: Remote-only Zoom sales models are becoming obsolete
“And so like the days of working from home, doing Zooms only to meet with customers, not meeting customers and developing personal relationships those days, I think are going to be a thing of the past, if not already.”
Sam Blond Apr 12, 2024 ▶ 1:11:29 Sam Blond: Why Startups are Doing Outbound Wrong and How to Fix It | E1139 · 20VC with Harry Stebbings
May 13, 2024 negative
Insight
Blomfield: Weekly Zoom calls with founders feel transactional and empty
“But overall, the in-person experience is dramatically better. Having in-person office hours, group office hours, even cooking for people, like the act of cooking dinner for a group of people you've invested in, and then serving them with your own hands. It's j…”
Tom Blomfield May 13, 2024 ▶ 26:25 Tom Blomfield: Do the Best All Raise Pre-Demo Day & YC's Fundraising Advice to Startups | E 1152 · 20VC with Harry Stebbings
Jun 3, 2024 bearish
Assertion Partly supported
Lemkin: Zoom and ZoomInfo are still cutting tech spend to the bone
“Tech companies are just continuing app layoffs. We thought it would be over. They're still cutting, cutting, cutting, cutting, cutting, cutting to the bone, right? We see it at Zoom Info. We see it at Zoom. We see it at so many others. They're still cutting, a…”
Jason Lemkin Jun 3, 2024 ▶ 4:42 Jason Lemkin: PluralSight S*** the Bed & The Next IPO Candidates | E1160 · 20VC with Harry Stebbings
Jun 19, 2024
Disclosure
Michael Eisenberg Refused to Make Venture Investments Over Zoom During Pandemic
“You know, I didn't invest over Zoom. During, during the pandemic. I just, I met people out of a farm.”
Michael Eisenberg Jun 19, 2024 ▶ 53:58 Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
Jun 28, 2024 negative
Opinion
Vasavada: Early-Stage Startups Should Not Be Run Remotely
“I don't think startups should be run remotely. Like, you can't build culture when, you know, people are, you know, all on Zoom all day. Like, you build culture at those water cooler moments and in the team”
Samir Vasavada Jun 28, 2024 ▶ 18:56 Samir Vasavada: The Real Story of Vise: The Regrets, Mistakes and Mis-Hires | E1171 · 20VC with Harry Stebbings
Jul 8, 2024
Assertion Supported
Grady: Zoom founder Eric Yuan required nine visa applications to enter US
“Eric Yuan, as the legend goes, it was his ninth visa application that finally got him into the US, right? Like, he was seeking out a better opportunity for himself, and he stuck with it because he really wanted to see it through.”
Pat Grady Jul 8, 2024 ▶ 20:51 Pat Grady: Sequoia Partner on Investing Lessons from Doug Leone, Roelof Botha and Alfred Lin | E1174 · 20VC with Harry Stebbings
Mar 10, 2025
Disclosure
Emergence Invested in Zoom at a 100x Revenue Multiple in 2014
“It would have been, it was going to be priced at two hundred million dollar post money valuation, and this, again, remember the company was at around two million in revenue, And this was a hundred X revenue in 2014, right?”
Jake Saper Mar 10, 2025 ▶ 3:07 Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
Mar 10, 2025
Assertion Supported
Zoom was profitable when Emergence Capital invested in 2014
“It was competitive both because the, there was early growth, but also because the company was profitable. And so we didn't have to raise capital.”
Jake Saper Mar 10, 2025 ▶ 5:21 Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
Mar 10, 2025
Assertion Supported
Zoom Founder Eric Yuan Originally Miscalculated Churn by Counting Upgrades
“Eric himself was miscalculating churn. Specifically, he was counting upgrades from, you know, low tier to high tier as churn. He was counting pausing as a churn. And so he was unnecessarily burdening the business with churn.”
Jake Saper Mar 10, 2025 ▶ 4:37 Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
Mar 10, 2025 bullish
Disclosure
Saper: Zoom Returned Emergence Capital's Fund III Over 10x
“Zoom returned it, you know, more than 10.”
Jake Saper Mar 10, 2025 ▶ 10:53 Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
Mar 10, 2025
Disclosure
Saper: Top Emergence investments like Zoom were expensive, but Veeva wasn't
“They are not always expensive, but they are often expensive. So if I look back at our portfolio, Gusto was expensive. Zoom was expensive. Yammer was expensive. A lot of the good ones, Ironclad was expensive. But some of them weren't. Viva wasn't expensive beca…”
Jake Saper Mar 10, 2025 ▶ 24:25 Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
Mar 10, 2025 bullish
Disclosure
Saper: Emergence Capital's Fund III Is Top Decile Even Without Zoom
“The cool thing about that fund, though, is even if you took Zoom out, it would still be a top to sell fund.”
Jake Saper Mar 10, 2025 ▶ 11:03 Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
Mar 10, 2025
Disclosure
Saper: Emergence Capital took a 10% ownership stake in Zoom
“I mean, we did zoom at 10%, right?”
Jake Saper Mar 10, 2025 ▶ 1:08:20 Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
Mar 10, 2025 bullish
Disclosure
Emergence Capital's Fund III Has Reached a 16x DPI
“That fund, I believe was fund three, which is the same fund that has Zoom. It's the same fund that has some other really large outcomes. And so that fund is already at a, I think it's a 16 times DPI.”
Jake Saper Mar 10, 2025 ▶ 10:08 Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
Mar 26, 2025 neutral
Assertion Not checkable as stated
Green: Zoom went public primarily to counter competitors' claims about its size
“I do think like a company like Zoom went public because there, you know, it's a very profitable business growing fast. They went public because private, public companies they compete with were constantly like, well, Zoom, it's a tiny business. Like, why do you…”
Mitchell Green Mar 26, 2025 ▶ 20:44 Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
Apr 3, 2025 negative
Assertion Contradicted
Lemkin: Zoom is currently experiencing zero percent revenue growth
“But Zoom isn't, Zoom is growing zero percent now, right?”
Jason Lemkin Apr 3, 2025 ▶ 6:52 20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
Aug 28, 2025 positive
Assertion Supported
Lemkin: Public SaaS companies are re-accelerating growth through AI
“I'm glad to see that just literally this week, we were seeing Mongo even Okta, which had been struggling, Box last, the other day, Zoom, which is, you know, which is not exactly a rocket ship anywhere, but seeing growth re-accelerate because of AI, it's like, …”
Jason Lemkin Aug 28, 2025 ▶ 45:52 Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
Sep 4, 2025 bullish
Disclosure
Obrecht: Canva is actively gearing up to be IPO-ready
“I mean, we're gearing up to be ready to IPO. We want to be an IPO ready company. We recently, you mentioned Zoom. We brought in Kelly, who led their IPO, and she's been a fantastic addition to the team. She was their CFO. So, so our goal is to be ready. When w…”
Cliff Obrecht Sep 4, 2025 ▶ 41:36 Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock · 20VC with Harry Stebbings
Oct 10, 2025 negative
Insight
Degnan: Nothing replaces in-person field visits for managing regional sales
“Zoom does not tell you what's happening in an office. You don't know if you have a tyrant running a country for you unless you're there. And you're going and having coffee with someone, you're having breakfast with someone, you're having dinner with them, a be…”
Chris Degnan Oct 10, 2025 ▶ 50:37 20Sales: Scaling Snowflake from $0-$3BN in ARR | Snowflake vs Databricks: My Biggest Lessons | Why Customer Success is BS and What Replaces It with Chris Chris Degnan
Oct 27, 2025 positive
Assertion Partly supported
Cahn: Zoom was profitable and didn't want capital when Sequoia invested
“When Sequoia invested in Zoom, they didn't want to raise capital, right? They were profitable. They were doing really well.”
David Cahn Oct 27, 2025 ▶ 20:24 Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
Feb 12, 2026
Disclosure
Cannon-Brookes: Only four public CEOs remain from 2020 SaaS peer group
“In COVID in 2020, we formed a group of SaaS CEOs. I think there were 16 of us that got together, we'd meet on Zoom every single week, right? At one stage, 10, 11 of us were public, maybe more, we all had earnings calls, and you know, it was a really good thera…”
Mike Cannon-Brookes Feb 12, 2026 ▶ 24:28 Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
May 11, 2026 negative
Insight
Forquer: On-Site Sales Pilots Are Critical As Buyers Tune Out Zoom
“Getting on site is super critical because people don't pay attention on Zoom.”
Patrick Forquer May 11, 2026 ▶ 20:40 Inside Legora: Jude Law Generated $50M Pipeline | Are They Undervalued at $5.5BN? | Patrick Forquer · 20VC with Harry Stebbings
May 18, 2026
Insight
Browder: Pitching VCs on Zoom is a mistake; founders should meet in person
“Yeah, well, Zoom is the first mistake. They should fly to London. In person, I say you should reject Zoom and always do in person where impossible, where possible.”
Josh Browder May 18, 2026 ▶ 28:05 Turning Peter Thiel's $100K into $10M Angel Portfolio & Why VCs Can Be Sharks | Josh Browder · 20VC with Harry Stebbings
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