| 20% | “20%” | Clements: VC funds must ladder ownership over time to reach 20% | Miles Clements | Mar 9, 2026 | — |
| 100B | “a hundred billion” | Clements: Targetting $100B exits at Series A leads to failure | Miles Clements | Mar 9, 2026 | — |
| 5B | “five billion” | Clements: Startups delay IPOs to avoid $5B market cap murkiness | Miles Clements | Mar 9, 2026 | — |
| $1M | “a million dollars” | Clements: Accel invested in CrowdStrike at $160M valuation with $1M ARR | Miles Clements | Mar 9, 2026 | Partly supported |
| 10M | “a nine million” | Clements: Accel invested in CrowdStrike at $160M valuation with $1M ARR | Miles Clements | Mar 9, 2026 | Partly supported |
| 50% | “50%” | Mitchell Green: 50% to 60% of VCs add negative value | Mitchell Green | Mar 7, 2026 | — |
| 60% | “60%” | Mitchell Green: 50% to 60% of VCs add negative value | Mitchell Green | Mar 7, 2026 | — |
| $2B | “two billion dollars” | Mitchell Green: $2B valuations for AI spinout ideas are complete lunacy | Mitchell Green | Mar 7, 2026 | — |
| 30% | “30%” | Green: ByteDance grows 30% annually with massive profits | Mitchell Green | Mar 7, 2026 | Supported |
| 10× | “10 X” | Green: Lead Edge Capital has had only one or two write-offs ever | Mitchell Green | Mar 7, 2026 | — |
| 30% | “30%” | Mitchell Green: Average public software company spends ~30% cumulative on R&D | Mitchell Green | Mar 7, 2026 | Not publicly verifiable |
| 25M | “twenty-five million” | Green: Markets irrationally heed random online research over top tech leaders | Mitchell Green | Mar 7, 2026 | — |
| 1.5B | “a half billion” | Mitchell Green: The mainframe business remains a $5.5B market | Mitchell Green | Mar 7, 2026 | Supported |
| 100% | “hundred percent” | Green: Founder purchases and big buybacks make companies much more bullish | Mitchell Green | Mar 7, 2026 | — |
| 100B | “hundred billion” | Green: ByteDance could reach $70B to $100B in earnings within five years | Mitchell Green | Mar 7, 2026 | — |
| $200B | “two hundred billion dollars” | Mitchell Green: Lead Edge Capital bought ByteDance stock at a sub-$200B valuation | Mitchell Green | Mar 7, 2026 | — |
| 98% | “98%” | Mitchell Green: 98% of VC and PE investors have never run a company | Mitchell Green | Mar 7, 2026 | — |
| 90% | “90%” | Mitchell Green: Lead Edge Capital rejects companies with under 90% retention | Mitchell Green | Mar 7, 2026 | — |
| 5% | “five percent” | Mitchell Green: Tech buyout firms boost EBITDA margins from 5% to 40% | Mitchell Green | Mar 7, 2026 | — |
| 40% | “40%” | Mitchell Green: Tech buyout firms boost EBITDA margins from 5% to 40% | Mitchell Green | Mar 7, 2026 | — |
| $600M | “six hundred million dollars” | Green: Late-stage startups stay private only because of massive balance sheets | Mitchell Green | Mar 7, 2026 | — |
| $1B | “a billion dollars” | Green: Late-stage startups stay private only because of massive balance sheets | Mitchell Green | Mar 7, 2026 | — |
| 30M | “thirty million” | Green: Late-stage startups stay private only because of massive balance sheets | Mitchell Green | Mar 7, 2026 | — |
| 40B | “forty billion” | Green: Private equity funds cannot write single $40 billion checks | Mitchell Green | Mar 7, 2026 | Supported |
| 60% | “60%” | Green: Growth VCs should re-invest in public shares of former portfolio wins | Mitchell Green | Mar 7, 2026 | — |
| 3B | “three billion” | Green: $5B–$10B IPOs remain fully viable despite growth of ETFs | Mitchell Green | Mar 7, 2026 | — |
| 10B | “ten billion” | Green: $5B–$10B IPOs remain fully viable despite growth of ETFs | Mitchell Green | Mar 7, 2026 | — |
| 1B | “a billion” | Green: Sub-$2B IPOs offer strong 10-year holding opportunities | Mitchell Green | Mar 7, 2026 | — |
| 2B | “two billion” | Green: Sub-$2B IPOs offer strong 10-year holding opportunities | Mitchell Green | Mar 7, 2026 | — |
| $100B | “a hundred billion dollars” | Mitchell Green: Doubling a $100B VC investment requires $25B in earnings | Mitchell Green | Mar 7, 2026 | — |
| $50B | “fifty billion dollars” | Mitchell Green: Doubling a $100B VC investment requires $25B in earnings | Mitchell Green | Mar 7, 2026 | — |
| $25B | “twenty-five billion dollars” | Mitchell Green: Doubling a $100B VC investment requires $25B in earnings | Mitchell Green | Mar 7, 2026 | — |
| 7× | “seven times” | Green: Lead Edge Was Wrong Refusing 10X Revenue Software Multiples | Mitchell Green | Mar 7, 2026 | — |
| 10× | “10 times” | Green: Lead Edge Was Wrong Refusing 10X Revenue Software Multiples | Mitchell Green | Mar 7, 2026 | — |
| $2M | “two million dollars” | Green: Holding Shopify IPO Allocation Would Have Returned Fund 2X | Mitchell Green | Mar 7, 2026 | — |
| 2× | “two X” | Green: Holding Shopify IPO Allocation Would Have Returned Fund 2X | Mitchell Green | Mar 7, 2026 | — |
| 40% | “40%” | Lemkin: Every tech CEO believes they can cut 40% of staff | Jason Lemkin | Mar 5, 2026 | — |
| 70% | “70%” | O'Driscoll: Tech competition intensifies only at 60-70% TAM saturation | Rory O'Driscoll | Mar 5, 2026 | — |
| 1T | “a trillion” | O'Driscoll: Musk's death would cut Tesla 80%, Altman's cuts OpenAI 25% | Rory O'Driscoll | Mar 5, 2026 | — |
| 200B | “two hundred billion” | O'Driscoll: Musk's death would cut Tesla 80%, Altman's cuts OpenAI 25% | Rory O'Driscoll | Mar 5, 2026 | — |
| 800B | “eight hundred billion” | O'Driscoll: Musk's death would cut Tesla 80%, Altman's cuts OpenAI 25% | Rory O'Driscoll | Mar 5, 2026 | — |
| 600B | “six hundred billion” | O'Driscoll: Musk's death would cut Tesla 80%, Altman's cuts OpenAI 25% | Rory O'Driscoll | Mar 5, 2026 | — |
| 1.5T | “1.5 trillion” | Stebbings: OpenAI will IPO in October 2026 at $1.5 trillion valuation | Harry Stebbings | Mar 5, 2026 | Open |
| 20% | “20%” | O'Driscoll: SpaceX generates $18 billion in revenue growing at 20% | Rory O'Driscoll | Mar 5, 2026 | Partly supported |
| 100× | “hundred times” | O'Driscoll: SpaceX generates $18 billion in revenue growing at 20% | Rory O'Driscoll | Mar 5, 2026 | Partly supported |
| 25% | “25%” | O'Driscoll: MongoDB stock dropped 25% due to 40x EBITDA valuation | Rory O'Driscoll | Mar 5, 2026 | Supported |
| 40× | “40 times” | O'Driscoll: MongoDB stock dropped 25% due to 40x EBITDA valuation | Rory O'Driscoll | Mar 5, 2026 | Supported |
| 30% | “30%” | O'Driscoll: Software valuations averaged 6x revenue historically versus 20x during COVID | Rory O'Driscoll | Mar 5, 2026 | Supported |
| 40% | “40%” | O'Driscoll: Software valuations averaged 6x revenue historically versus 20x during COVID | Rory O'Driscoll | Mar 5, 2026 | Supported |
| 6× | “six times” | O'Driscoll: Software valuations averaged 6x revenue historically versus 20x during COVID | Rory O'Driscoll | Mar 5, 2026 | Supported |
| 20× | “20 times” | O'Driscoll: Software valuations averaged 6x revenue historically versus 20x during COVID | Rory O'Driscoll | Mar 5, 2026 | Supported |
| 1K | “a thousand” | Stebbings: Three mid-sized tech CEOs plan minimum 20% headcount cuts | Harry Stebbings | Mar 5, 2026 | — |
| 20% | “20%” | Stebbings: Three mid-sized tech CEOs plan minimum 20% headcount cuts | Harry Stebbings | Mar 5, 2026 | — |
| 2.6M | “2.6 million” | O'Driscoll: Apple generates $2.6M revenue per employee, Google generates $2.1M | Rory O'Driscoll | Mar 5, 2026 | Partly supported |
| 1B | “a billion” | Stebbings: Cursor doubled revenue from $1B to $2B in three months | Harry Stebbings | Mar 5, 2026 | Supported |
| 2B | “two billion” | Stebbings: Cursor doubled revenue from $1B to $2B in three months | Harry Stebbings | Mar 5, 2026 | Supported |
| 50B | “fifty billion” | Stebbings: Cursor doubled revenue from $1B to $2B in three months | Harry Stebbings | Mar 5, 2026 | Supported |
| 70% | “70%” | Calacanis: 60-70% of Cursor model calls use Anthropic's API | Jason Lemkin | Mar 5, 2026 | Not publicly verifiable |
| 1.3B | “1.3 billion” | Stebbings: Monday.com is valued at $3.9B despite $1.3B in revenue | Harry Stebbings | Mar 2, 2026 | Supported |
| $3.9B | “3.9 billion dollars” | Stebbings: Monday.com is valued at $3.9B despite $1.3B in revenue | Harry Stebbings | Mar 2, 2026 | Supported |
| 100× | “hundred X” | Zinman: Enterprise spending on software will grow 100x | Eran Zinman | Mar 2, 2026 | — |
| 90% | “90%” | Zinman: Historically 90% of enterprise work occurred outside software tools | Eran Zinman | Mar 2, 2026 | — |
| 80% | “80%” | Zinman: AI will handle 70% to 80% of enterprise work | Eran Zinman | Mar 2, 2026 | — |
| 20% | “20%” | Zinman: AI will handle 70% to 80% of enterprise work | Eran Zinman | Mar 2, 2026 | — |
| 1B | “one billion” | Zinman: Monday.com spends 60-70% on headcount versus 7-8% on software | Eran Zinman | Mar 2, 2026 | — |
| 70% | “70%” | Zinman: Monday.com spends 60-70% on headcount versus 7-8% on software | Eran Zinman | Mar 2, 2026 | — |
| 8% | “eight percent” | Zinman: Monday.com spends 60-70% on headcount versus 7-8% on software | Eran Zinman | Mar 2, 2026 | — |
| 100% | “hundred percent” | Monday.com replaced 100-person inbound SDR team with AI agents | Eran Zinman | Mar 2, 2026 | Supported |
| 100% | “hundred percent” | Zinman: Monday.com will transition entirely to consumption-based pricing | Eran Zinman | Mar 2, 2026 | Open |
| 90% | “90%” | Zinman: 90% of company context remains undocumented | Eran Zinman | Mar 2, 2026 | — |
| 10% | “10%” | Zinman: Google AI search hit 10% of Monday.com's new ARR acquisition | Eran Zinman | Mar 2, 2026 | — |
| 70M | “seventy million” | Monday.com announced an $870M stock buyback over 2-3 years | Eran Zinman | Mar 2, 2026 | Open |
| 20% | “20%” | Zinman has retained over 80% of his Monday.com equity since IPO | Eran Zinman | Mar 2, 2026 | — |
| 1.5B | “1.5 billion” | Zinman: Monday.com has $1.5B cash, no debt, and $1.3B ARR | Eran Zinman | Mar 2, 2026 | Supported |
| 2B | “two billion” | Zinman: Monday.com has $1.5B cash, no debt, and $1.3B ARR | Eran Zinman | Mar 2, 2026 | Supported |
| 2.3B | “a 1.3 billion” | Zinman: Monday.com has $1.5B cash, no debt, and $1.3B ARR | Eran Zinman | Mar 2, 2026 | Supported |
| 27% | “27%” | Zinman: Monday.com will remain public with no reason to go private | Eran Zinman | Mar 2, 2026 | Open |
| 27% | “27%” | Zinman: Monday.com generates 27% free cash flow | Eran Zinman | Mar 2, 2026 | Supported |
| 20× | “20 times” | Zinman: LPs will eventually stop pouring money into private tech startups | Eran Zinman | Mar 2, 2026 | — |
| 100% | “hundred percent” | Zinman: Monday.com is pivoting entirely to AI agents | Eran Zinman | Mar 2, 2026 | Held up |
| 90% | “90%” | Zinman: Tech industry is missing 90% of how AI will play out | Eran Zinman | Mar 2, 2026 | — |
| 80% | “80%” | Jerry Murdock: 80% of my venture investments returned under 1.3x capital | Jerry Murdock | Feb 28, 2026 | — |
| 20% | “20%” | Jerry Murdock: 80% of my venture investments returned under 1.3x capital | Jerry Murdock | Feb 28, 2026 | — |
| 1B | “a billion” | Jerry Murdock: Suspicious of any consumer technology under one billion users | Jerry Murdock | Feb 28, 2026 | — |
| 22% | “22%” | Rory O'Driscoll: CrowdStrike traded at 16x revenue post-drop with 31% cash margins | Rory O'Driscoll | Feb 26, 2026 | Supported |
| 31% | “31%” | Rory O'Driscoll: CrowdStrike traded at 16x revenue post-drop with 31% cash margins | Rory O'Driscoll | Feb 26, 2026 | Supported |
| 16× | “16 X” | Rory O'Driscoll: CrowdStrike traded at 16x revenue post-drop with 31% cash margins | Rory O'Driscoll | Feb 26, 2026 | Supported |
| 8× | “eight times” | Rory O'Driscoll: DocuSign and Toast are absurdly cheap at 7-8x revenue | Rory O'Driscoll | Feb 26, 2026 | — |
| 3× | “three times” | Rory O'Driscoll: Buying 20 SaaS stocks at 3x revenue will yield solid returns | Rory O'Driscoll | Feb 26, 2026 | — |
| 8× | “eight times” | Rory O'Driscoll: Buying 20 SaaS stocks at 3x revenue will yield solid returns | Rory O'Driscoll | Feb 26, 2026 | — |
| 40M | “forty million” | Stebbings: AI and Waymo could displace 30-40M workers in four years | Harry Stebbings | Feb 26, 2026 | Open |
| 7% | “seven percent” | O'Driscoll: 5% to 7% of US jobs are disrupted annually | Rory O'Driscoll | Feb 26, 2026 | Contradicted |
| 12B | “twelve billion” | Lemkin: Shopify grew revenue 50% to $12B with zero net hiring | Jason Lemkin | Feb 26, 2026 | Partly supported |
| 50% | “50%” | Lemkin: Shopify grew revenue 50% to $12B with zero net hiring | Jason Lemkin | Feb 26, 2026 | Partly supported |
| 6× | “six times” | O'Driscoll: Levered PE-backed SaaS firms will face severe headcount cuts | Rory O'Driscoll | Feb 26, 2026 | — |
| 9× | “nine times” | O'Driscoll: Levered PE-backed SaaS firms will face severe headcount cuts | Rory O'Driscoll | Feb 26, 2026 | — |
| 4× | “four times” | O'Driscoll: Levered PE-backed SaaS firms will face severe headcount cuts | Rory O'Driscoll | Feb 26, 2026 | — |
| 1.2B | “1.2 billion” | Stebbings: Figma reported $1.2B ARR and 40% YoY growth in Q4 | Harry Stebbings | Feb 26, 2026 | Supported |
| 40% | “40%” | Stebbings: Figma reported $1.2B ARR and 40% YoY growth in Q4 | Harry Stebbings | Feb 26, 2026 | Supported |
| 38% | “38%” | Stebbings: Figma reported $1.2B ARR and 40% YoY growth in Q4 | Harry Stebbings | Feb 26, 2026 | Supported |
| 97% | “97%” | Stebbings: Figma reported $1.2B ARR and 40% YoY growth in Q4 | Harry Stebbings | Feb 26, 2026 | Supported |
| 136% | “136%” | Stebbings: Figma reported $1.2B ARR and 40% YoY growth in Q4 | Harry Stebbings | Feb 26, 2026 | Supported |
| 15% | “15%” | Stebbings: Figma reported $1.2B ARR and 40% YoY growth in Q4 | Harry Stebbings | Feb 26, 2026 | Supported |
| 6.3B | “6.3 billion” | Lemkin: Atlassian's revenue growth accelerated to 23% at $6.3B revenue | Jason Lemkin | Feb 26, 2026 | Partly supported |
| 23% | “23%” | Lemkin: Atlassian's revenue growth accelerated to 23% at $6.3B revenue | Jason Lemkin | Feb 26, 2026 | Partly supported |
| 30% | “30%” | Swisher: Investors must hold private market assets to access >30% growth | Lucas Swisher | Feb 23, 2026 | — |
| 3M | “three million” | Stebbings: Lovable's ARR jumped from $3M to $20M during Series A legals | Harry Stebbings | Feb 23, 2026 | — |
| 70× | “70 x” | Stebbings: Lovable's ARR jumped from $3M to $20M during Series A legals | Harry Stebbings | Feb 23, 2026 | — |
| 10× | “10 x” | Stebbings: Lovable's ARR jumped from $3M to $20M during Series A legals | Harry Stebbings | Feb 23, 2026 | — |
| 10× | “10 X” | Swisher: Coatue evaluates valuation last for hyper-growth companies | Lucas Swisher | Feb 23, 2026 | — |
| 50× | “50 X” | Swisher: Coatue evaluates valuation last for hyper-growth companies | Lucas Swisher | Feb 23, 2026 | — |
| 10B | “ten billion” | Swisher: Coatue raised its public market cap target to $50B-$100B | Lucas Swisher | Feb 23, 2026 | — |
| 11B | “a ten billion” | Swisher: Coatue raised its public market cap target to $50B-$100B | Lucas Swisher | Feb 23, 2026 | — |
| 50B | “fifty billion” | Swisher: Coatue raised its public market cap target to $50B-$100B | Lucas Swisher | Feb 23, 2026 | — |
| 100B | “a hundred billion” | Swisher: Coatue raised its public market cap target to $50B-$100B | Lucas Swisher | Feb 23, 2026 | — |
| 5B | “five billion” | Swisher: Justifying a $5B valuation requires a path to $5B revenue and $50B TAM | Lucas Swisher | Feb 23, 2026 | — |
| 50B | “fifty billion” | Swisher: Justifying a $5B valuation requires a path to $5B revenue and $50B TAM | Lucas Swisher | Feb 23, 2026 | — |
| 30% | “30%” | Swisher: Justifying a $5B valuation requires a path to $5B revenue and $50B TAM | Lucas Swisher | Feb 23, 2026 | — |
| 100B | “a hundred billion” | Swisher: Initial growth rounds matter because they secure follow-on investment access | Lucas Swisher | Feb 23, 2026 | — |
| 100B | “a hundred billion” | Swisher: Probability of 10x returns increases in higher valuation bands | Lucas Swisher | Feb 23, 2026 | Not publicly verifiable |
| 10× | “10 X” | Swisher: Probability of 10x returns increases in higher valuation bands | Lucas Swisher | Feb 23, 2026 | Not publicly verifiable |
| 100B | “a hundred billion” | Swisher: Market size ranks above founder quality for $100B outcomes | Lucas Swisher | Feb 23, 2026 | — |
| 3× | “three X” | Stebbings: Entry price test requires 3x valuation markup by next round | Harry Stebbings | Feb 23, 2026 | — |
| 5B | “five billion” | Swisher: Coatue's growth test is wanting to re-invest at higher valuations | Lucas Swisher | Feb 23, 2026 | — |
| 80% | “80%” | Swisher: 20 private companies generate 80% of global enterprise value | Lucas Swisher | Feb 23, 2026 | Contradicted |
| 65% | “65%” | Swisher: 20 private companies generate 80% of global enterprise value | Lucas Swisher | Feb 23, 2026 | Contradicted |
| $3B | “three billion dollars” | Swisher: Deploying a $3B early-stage venture fund is exceptionally difficult | Lucas Swisher | Feb 23, 2026 | — |
| 25% | “25%” | Swisher: 3x net return or 25% net IRR defines top-quartile fund performance | Lucas Swisher | Feb 23, 2026 | Supported |
| 3× | “three X” | Swisher: 3x net return or 25% net IRR defines top-quartile fund performance | Lucas Swisher | Feb 23, 2026 | Supported |
| 80% | “80%” | Swisher: Investors passed on Snowflake and Databricks early rounds over low margins | Lucas Swisher | Feb 23, 2026 | Supported |
| 9B | “nine billion” | Swisher: Anthropic reached $9B ARR while growing 800% | Lucas Swisher | Feb 23, 2026 | Supported |
| 800% | “800%” | Swisher: Anthropic reached $9B ARR while growing 800% | Lucas Swisher | Feb 23, 2026 | Supported |
| 9B | “nine billion” | Swisher: Cloud hyperscalers averaged 60% growth at $9B ARR scale | Lucas Swisher | Feb 23, 2026 | Supported |
| 60% | “60%” | Swisher: Cloud hyperscalers averaged 60% growth at $9B ARR scale | Lucas Swisher | Feb 23, 2026 | Supported |
| 40% | “40%” | Emberikos: OpenAI recently accelerated API model serving by 40 percent | Alexander Emberikos | Feb 21, 2026 | Supported |
| 25% | “25%” | Emberikos: OpenAI recently accelerated API model serving by 40 percent | Alexander Emberikos | Feb 21, 2026 | Supported |
| 20× | “20 X” | Emberikos: OpenAI Codex grew 20x since August and doubled since December | Alexander Emberikos | Feb 21, 2026 | Supported |
| 30B | “thirty billion” | Stebbings: Anthropic raised $30B at a $380B valuation, up from $10B | Harry Stebbings | Feb 19, 2026 | Supported |
| 80B | “eighty billion” | Stebbings: Anthropic raised $30B at a $380B valuation, up from $10B | Harry Stebbings | Feb 19, 2026 | Supported |
| 10B | “ten billion” | Stebbings: Anthropic raised $30B at a $380B valuation, up from $10B | Harry Stebbings | Feb 19, 2026 | Supported |
| 31B | “a thirty billion” | Stebbings: Anthropic raised $30B at a $380B valuation, up from $10B | Harry Stebbings | Feb 19, 2026 | Supported |
| 31M | “a thirty million” | Stebbings: $30M Series A rounds are seeing $1.2B in investor demand | Harry Stebbings | Feb 19, 2026 | — |
| $1.2B | “1.2 billion dollars” | Stebbings: $30M Series A rounds are seeing $1.2B in investor demand | Harry Stebbings | Feb 19, 2026 | — |
| 10× | “10 X” | O'Driscoll: Anthropic's three-year 10x revenue growth is unprecedented in tech history | Rory O'Driscoll | Feb 19, 2026 | Supported |
| 20% | “20%” | O'Driscoll: Less than 20% of Anthropic's Claude revenue comes from consumers | Rory O'Driscoll | Feb 19, 2026 | Supported |
| 5% | “five percent” | Lemkin: Anthropic revenue surged to 64% of OpenAI's in 14 months | Jason Lemkin | Feb 19, 2026 | Supported |
| 64% | “64%” | Lemkin: Anthropic revenue surged to 64% of OpenAI's in 14 months | Jason Lemkin | Feb 19, 2026 | Supported |
| 7× | “seven X” | Lemkin: Anthropic revenue surged to 64% of OpenAI's in 14 months | Jason Lemkin | Feb 19, 2026 | Supported |
| 10% | “10%” | Lemkin: Public SaaS revenue growth has dropped to nearly 10% annualized | Jason Lemkin | Feb 19, 2026 | Supported |
| 1% | “one percent” | Lemkin: Dropbox is currently experiencing negative 1% annual growth | Jason Lemkin | Feb 19, 2026 | Supported |
| 70% | “70%” | O'Driscoll: Shopify's Core Infrastructure Safe From Near-Term AI Displacement | Rory O'Driscoll | Feb 19, 2026 | — |
| 4% | “four percent” | O'Driscoll: Software accounts for four percent of US GDP | Rory O'Driscoll | Feb 19, 2026 | Supported |
| 4.5× | “4.5 X” | Lemkin: Fund sits at 4.5x, but non-AI startups are struggling | Jason Lemkin | Feb 19, 2026 | — |
| 20M | “twenty million” | Stebbings: $8M-$20M ARR portfolio startups are stepping off the venture track | Harry Stebbings | Feb 19, 2026 | — |
| 100% | “hundred percent” | Stebbings: $8M-$20M ARR portfolio startups are stepping off the venture track | Harry Stebbings | Feb 19, 2026 | — |
| 7% | “seven percent” | O'Driscoll: SaaS companies ignoring AI will see multiples fall to 4x-5x | Rory O'Driscoll | Feb 19, 2026 | Open |
| 10× | “10 X” | O'Driscoll: SaaS companies ignoring AI will see multiples fall to 4x-5x | Rory O'Driscoll | Feb 19, 2026 | Open |
| 80% | “80%” | O'Driscoll: 80% of accounting software value is independent of AI | Rory O'Driscoll | Feb 19, 2026 | — |
| 400M | “four hundred million” | O'Driscoll: AI coding tools Lovable and Replit generate $300M-$400M in revenue | Rory O'Driscoll | Feb 19, 2026 | Supported |
| 5B | “five billion” | O'Driscoll: Stripe generates $5B in revenue compared to Adyen's $2B | Rory O'Driscoll | Feb 19, 2026 | Supported |
| 3B | “A two billion” | O'Driscoll: Stripe generates $5B in revenue compared to Adyen's $2B | Rory O'Driscoll | Feb 19, 2026 | Supported |
| 50% | “50%” | O'Driscoll: Adyen operates at nearly 50% operating margins | Rory O'Driscoll | Feb 19, 2026 | Supported |
| 1.5B | “a half billion” | Stebbings: HubSpot's market cap has fallen 45% to $12.5B | Harry Stebbings | Feb 19, 2026 | Supported |
| 45% | “45%” | Stebbings: HubSpot's market cap has fallen 45% to $12.5B | Harry Stebbings | Feb 19, 2026 | Supported |
| 1.5M | “a half million” | Lemkin: Mistreated founder CEOs will return if boards offer humble pie and big packages | Jason Lemkin | Feb 19, 2026 | — |
| 1.2B | “1.2 billion” | Lemkin: Yelp's valuation is down 47% this year to $1.2 billion | Jason Lemkin | Feb 19, 2026 | Supported |
| 1B | “a billion” | Lemkin: Yelp's valuation is down 47% this year to $1.2 billion | Jason Lemkin | Feb 19, 2026 | Supported |
| 47% | “47%” | Lemkin: Yelp's valuation is down 47% this year to $1.2 billion | Jason Lemkin | Feb 19, 2026 | Supported |
| 20% | “20%” | O'Driscoll: 10x Cash Flow for 20% Growth Is Wildly Cheap | Rory O'Driscoll | Feb 19, 2026 | — |
| 10× | “10 times” | O'Driscoll: 10x Cash Flow for 20% Growth Is Wildly Cheap | Rory O'Driscoll | Feb 19, 2026 | — |
| 50% | “50%” | Siemiatkowski: Klarna cut headcount by 50% to under 3,000 employees | Sebastian Siemiatkowski | Feb 16, 2026 | Supported |
| 100% | “hundred percent” | Siemiatkowski: Software Creation Cost Is Heading to Zero | Sebastian Siemiatkowski | Feb 16, 2026 | — |
| 40% | “40%” | Siemiatkowski: SaaS revenue multiples could decline to 1x-2x price-to-sales | Sebastian Siemiatkowski | Feb 16, 2026 | Open |
| 110M | “a hundred ten million” | Siemiatkowski: Klarna's 110M customer base is nearly double Revolut's 65M | Sebastian Siemiatkowski | Feb 16, 2026 | Partly supported |
| 30M | “thirty million” | Siemiatkowski: Klarna has nearly 28 million users in the US | Sebastian Siemiatkowski | Feb 16, 2026 | Supported |
| 100% | “hundred percent” | Siemiatkowski: I Would Prefer Klarna to Be 100% Privately Owned | Sebastian Siemiatkowski | Feb 16, 2026 | — |
| 20% | “20%” | Siemiatkowski: Klarna headcount is shrinking 20% annually via attrition | Sebastian Siemiatkowski | Feb 16, 2026 | Supported |
| 50% | “50%” | Siemiatkowski: Klarna employee compensation per head rose nearly 50% | Sebastian Siemiatkowski | Feb 16, 2026 | Supported |
| 10× | “10 X” | Siemiatkowski: US tech companies grant 5-10x more SBC than EU companies | Sebastian Siemiatkowski | Feb 16, 2026 | Partly supported |
| 100M | “a hundred million” | Sequoia took a 25% stake in Klarna at a $100M valuation | Sebastian Siemiatkowski | Feb 16, 2026 | Supported |
| 25% | “25%” | Sequoia took a 25% stake in Klarna at a $100M valuation | Sebastian Siemiatkowski | Feb 16, 2026 | Supported |
| 20% | “20%” | Siemiatkowski: 20% of Klarna transactions are debit, rest is interest-free credit | Sebastian Siemiatkowski | Feb 16, 2026 | Partly supported |
| $100M | “a hundred million dollars” | Klarna gave up $100M in revenue by eliminating revolving credit | Sebastian Siemiatkowski | Feb 16, 2026 | — |
| 1% | “one percent” | Stebbings: Data centers are today's most under-invested technology category | Harry Stebbings | Feb 16, 2026 | — |
| 10% | “10%” | Lemkin: Customer success is dead as SaaS companies fail to convert teams | Jason Lemkin | Feb 12, 2026 | — |
| 300M | “three hundred million” | Lemkin: Replit hits $300M revenue with 300 employees and 11 GTM staff | Jason Lemkin | Feb 12, 2026 | Supported |
| 6B | “six billion” | Cannon-Brookes: Atlassian cloud revenue grew 26% past $5B with 44% RPO growth | Mike Cannon-Brookes | Feb 12, 2026 | Supported |
| 26% | “26%” | Cannon-Brookes: Atlassian cloud revenue grew 26% past $5B with 44% RPO growth | Mike Cannon-Brookes | Feb 12, 2026 | Supported |
| 44% | “44%” | Cannon-Brookes: Atlassian cloud revenue grew 26% past $5B with 44% RPO growth | Mike Cannon-Brookes | Feb 12, 2026 | Supported |
| 1K | “a thousand” | Cannon-Brookes: Some Atlassian AI features are 1,000x cheaper to run today | Mike Cannon-Brookes | Feb 12, 2026 | Supported |
| 30% | “30%” | O'Driscoll: Median public SaaS growth held at 30% via IPO replacement | Rory O'Driscoll | Feb 12, 2026 | Supported |
| 60% | “60%” | O'Driscoll: Median public SaaS growth held at 30% via IPO replacement | Rory O'Driscoll | Feb 12, 2026 | Supported |
| 60M | “sixty million” | Cannon-Brookes: Accel's $60M Atlassian investment in 2010 was 100% secondary | Mike Cannon-Brookes | Feb 12, 2026 | — |
| 350B | “three hundred fifty billion” | Cannon-Brookes: VCs back OpenAI at huge valuations for logo marketing | Mike Cannon-Brookes | Feb 12, 2026 | — |
| 4M | “four million” | Cannon-Brookes: VCs back OpenAI at huge valuations for logo marketing | Mike Cannon-Brookes | Feb 12, 2026 | — |
| 100% | “hundred percent” | Cannon-Brookes: Spending 100% of your time working causes worse decisions | Mike Cannon-Brookes | Feb 12, 2026 | — |
| 100% | “hundred percent” | Acharya: a16z Mandates Seeing and Winning 100% of Target Deals | Anish Acharya | Feb 9, 2026 | — |
| 75% | “75%” | Acharya: 75% of public SaaS companies raised prices post-ChatGPT | Anish Acharya | Feb 9, 2026 | Supported |
| 80% | “80%” | Acharya: 80% of foundation model capabilities are interchangeable substitutes | Anish Acharya | Feb 9, 2026 | — |
| 20% | “20%” | Acharya: 80% of foundation model capabilities are interchangeable substitutes | Anish Acharya | Feb 9, 2026 | — |
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